BSMZ
Invesco BulletShares 2035 Municipal Bond ETF
BSMZ
BSMZ
29 hedge funds and large institutions have $26M invested in Invesco BulletShares 2035 Municipal Bond ETF in 2026 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 14 increasing their positions, 4 reducing their positions, and 4 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
9.72% less ownership
Funds ownership: 78.73% → 69.01% (-9.7%)
Holders
29
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$5.7M | |
| 2 | +$3.52M | |
| 3 | +$1.03M | |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
+$460K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$457K |
Top Sellers
| 1 | -$2.17M | |
| 2 | -$668K | |
| 3 | -$579K | |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$265K |
| 5 |
DIM
Delta Investment Management
San Francisco,
California
|
-$200K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Royal Bank of Canada
Toronto,
Ontario, Canada
| $97K |
|
|||
|
ADL
27
Asset Dedication LLC
San Francisco,
California
| $7.49K |
|
|||
28
UBS Group
Zurich,
Switzerland
| $7.44K |
|
|||
|
RFP
29
Root Financial Partners
Encinitas,
California
| $3.32K |
|
|||
|
EC
30
Elequin Capital
New York
| – |
|
|||
|
KOC
31
Koss-Olinger Consulting
Gainesville,
Florida
| – |
|
|||
|
32
Commonwealth Equity Services
Waltham,
Massachusetts
| – |
|
|||
|
DIM
33
Delta Investment Management
San Francisco,
California
| – |
|