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Invesco BulletShares 2033 Municipal Bond ETF
BSSX

39 hedge funds and large institutions have $31.5M invested in Invesco BulletShares 2033 Municipal Bond ETF in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 4 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

375% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 4

49% more capital invested

Capital invested by funds: $21.1M → $31.5M (+$10.4M)

26% more funds holding

Funds holding: 31 → 39 (+8)

5.6% more ownership

Funds ownership: 54.06% → 59.67% (+5.6%)

Holders
39
Holders Change
+8
Holders Change %
+25.81%
% of All Funds
0.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
19
Reduced
4
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AUB
Atlantic Union Bankshares
Virginia
+$2.37M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$2.19M
3
LPL Financial
LPL Financial
California
+$1.36M
4
KAS
Kestra Advisory Services
Texas
+$1.11M
5
Bank of America
Bank of America
North Carolina
+$912K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$1.1M
2
FTUS
Flow Traders U.S.
New York
-$554K
3
Comerica Bank
Comerica Bank
Texas
-$4.35K
4
SFG
Sterling Financial Group
California
-$1.39K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
26
Avior Wealth Management
Nebraska
$239K +$238K +9,088 New
Morgan Stanley
27
Morgan Stanley
New York
$225K – – –
SPIA
28
Steward Partners Investment Advisory
New York
$211K +$210K +7,995 New
AAG
29
Armstrong Advisory Group
Massachusetts
$206K – – –
HGA
30
Hobbs Group Advisors
South Carolina
$205K +$43.4K +1,656 +27%
HSWS
31
Higgins & Schmidt Wealth Strategies
Colorado
$202K +$201K +7,680 New
FCAS
32
First Command Advisory Services
Texas
$83.3K – – –
Comerica Bank
33
Comerica Bank
Texas
$75.2K -$4.35K -166 -5%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$74.8K +$74.4K +2,840 New
HNB
35
Huntington National Bank
Ohio
$51.4K – – –
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$28K – – –
ADL
37
Asset Dedication LLC
California
$18.9K +$1.02K +39 +6%
Osaic Holdings
38
Osaic Holdings
Arizona
$9.04K – – –
AF
39
Advisornet Financial
Minnesota
$6.83K +$6.79K +259 New
Fidelity Investments
40
Fidelity Investments
Massachusetts
$211 +$210 +8 New
1
2

BSSX Hedge Fund Activity: Q3 2024 in Review

39 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2033 Municipal Bond ETF (BSSX) for Q3 2024, worth a combined $31.5M — up 49% from $21.1M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new BSSX positions and 0 closed out — a net gain of 9 holders — while 19 added to existing stakes and 4 trimmed.

The largest buyer was Atlantic Union Bankshares, opening a new position worth an estimated $2.37M. The largest seller was Jane Street, cutting an estimated $1.1M.

  • 39 institutional investors held Invesco BulletShares 2033 Municipal Bond ETF (BSSX) as of Q3 2024, up from 31 in Q2 2024.
  • Funds reported $31.5M of Invesco BulletShares 2033 Municipal Bond ETF stock for Q3 2024, up 49% quarter-over-quarter.
  • 9 funds opened new Invesco BulletShares 2033 Municipal Bond ETF positions in Q3 2024 and 0 closed out, a net change of +9 holders.
  • The largest Invesco BulletShares 2033 Municipal Bond ETF buyer in Q3 2024 was Atlantic Union Bankshares, an estimated $2.37M added.
  • The largest Invesco BulletShares 2033 Municipal Bond ETF seller in Q3 2024 was Jane Street, an estimated $1.1M sold.

Based on aggregated 13F filings for Q3 2024.