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Invesco BulletShares 2033 Municipal Bond ETF
BSSX

44 hedge funds and large institutions have $39.5M invested in Invesco BulletShares 2033 Municipal Bond ETF in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 23 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

667% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 3

175% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 4

25% more capital invested

Capital invested by funds: $31.5M → $39.5M (+$8.03M)

13% more funds holding

Funds holding: 39 → 44 (+5)

4.19% more ownership

Funds ownership: 59.67% → 63.86% (+4.2%)

Holders
44
Holders Change
+5
Holders Change %
+12.82%
% of All Funds
0.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
23
Reduced
3
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FTUS
Flow Traders U.S.
New York
+$1.72M
2
Jane Street
Jane Street
New York
+$937K
3
AUB
Atlantic Union Bankshares
Virginia
+$773K
4
LPL Financial
LPL Financial
California
+$701K
5
SG
StoneX Group
New York
+$625K

Top Sellers

Rank Fund Capital Flow
1
MA
MONECO Advisors
Connecticut
-$578K
2
HSWS
Higgins & Schmidt Wealth Strategies
Colorado
-$202K
3
Invesco
Invesco
Georgia
-$94.2K
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$77K
5
AA
Addison Advisors
Vermont
-$28.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
26
Tassel Capital Management
North Carolina
$270K +$273K +10,493 New
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$265K +$194K +7,456 +263%
BPA
28
Beacon Pointe Advisors
California
$263K +$5.86K +225 +2%
JCM
29
Jacobi Capital Management
Pennsylvania
$259K +$14.1K +540 +6%
DADC
30
D.A. Davidson & Co
Montana
$243K +$246K +9,450 New
OFG
31
Opulen Financial Group
Virginia
$239K +$241K +9,264 New
SPIA
32
Steward Partners Investment Advisory
New York
$206K – – –
HGA
33
Hobbs Group Advisors
South Carolina
$202K +$1.54K +59 +0.8%
AAG
34
Armstrong Advisory Group
Massachusetts
$201K – – –
CBT
35
Crews Bank & Trust
Florida
$197K +$199K +7,660 New
FCAS
36
First Command Advisory Services
Texas
$110K +$28.9K +1,111 +35%
GFPC
37
Global Financial Private Client
Florida
$90.2K +$91.2K +3,501 New
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$79K +$52.3K +2,008 +189%
Comerica Bank
39
Comerica Bank
Texas
$73.5K – – –
ADL
40
Asset Dedication LLC
California
$62.3K +$44.4K +1,704 +238%
HNB
41
Huntington National Bank
Ohio
$50.2K – – –
PS
42
Principal Securities
Iowa
$27.9K +$28.2K +1,082 New
Osaic Holdings
43
Osaic Holdings
Arizona
$8.83K – – –
AF
44
Advisornet Financial
Minnesota
$6.67K – – –
GWM
45
Geneos Wealth Management
Colorado
$6.18K +$6.25K +240 New
CAC
46
Cowen and Company
New York
– -$855K -32,441 Closed
MA
47
MONECO Advisors
Connecticut
– -$578K -21,930 Closed
HSWS
48
Higgins & Schmidt Wealth Strategies
Colorado
– -$202K -7,680 Closed
Fidelity Investments
49
Fidelity Investments
Massachusetts
– -$211 -8 Closed
1
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BSSX Hedge Fund Activity: Q4 2024 in Review

44 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2033 Municipal Bond ETF (BSSX) for Q4 2024, worth a combined $39.5M — up 25% from $31.5M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new BSSX positions and 4 closed out — a net gain of 7 holders — while 23 added to existing stakes and 3 trimmed.

The largest buyer was Flow Traders U.S., adding an estimated $1.72M. The largest seller was MONECO Advisors, exiting entirely with an estimated $578K sold.

  • 44 institutional investors held Invesco BulletShares 2033 Municipal Bond ETF (BSSX) as of Q4 2024, up from 39 in Q3 2024.
  • Funds reported $39.5M of Invesco BulletShares 2033 Municipal Bond ETF stock for Q4 2024, up 25% quarter-over-quarter.
  • 11 funds opened new Invesco BulletShares 2033 Municipal Bond ETF positions in Q4 2024 and 4 closed out, a net change of +7 holders.
  • The largest Invesco BulletShares 2033 Municipal Bond ETF buyer in Q4 2024 was Flow Traders U.S., an estimated $1.72M added.
  • The largest Invesco BulletShares 2033 Municipal Bond ETF seller in Q4 2024 was MONECO Advisors, an estimated $578K sold.

Based on aggregated 13F filings for Q4 2024.