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Invesco BulletShares 2033 Municipal Bond ETF
BSSX

21 hedge funds and large institutions have $15.5M invested in Invesco BulletShares 2033 Municipal Bond ETF in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 1

300% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 1

101% more capital invested

Capital invested by funds: $7.71M → $15.5M (+$7.81M)

91% more funds holding

Funds holding: 11 → 21 (+10)

23.09% less ownership

Funds ownership: 72.34% → 49.25% (-23%)

Holders
21
Holders Change
+10
Holders Change %
+90.91%
% of All Funds
0.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
4
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFG
Sterling Financial Group
California
+$2.95M
2
EFP
Envision Financial Planning
Tennessee
+$2.76M
3
LPL Financial
LPL Financial
California
+$1.62M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$882K
5
RJA
Raymond James & Associates
Florida
+$619K

Top Sellers

1
FTUS
Flow Traders U.S.
New York
-$1.99M
2
Jane Street
Jane Street
New York
-$806K
Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
1
Sterling Financial Group
California
$2.93M +$2.95M +111,675 New
EFP
2
Envision Financial Planning
Tennessee
$2.74M +$2.76M +104,468 New
Jane Street
3
Jane Street
New York
$1.7M -$806K -30,481 -32%
LPL Financial
4
LPL Financial
California
$1.61M +$1.62M +61,456 New
Invesco
5
Invesco
Georgia
$1.51M +$339K +12,835 +29%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$875K +$882K +33,359 New
MLA
7
MB, Levis & Associates
Pennsylvania
$711K +$63.1K +2,389 +10%
RJA
8
Raymond James & Associates
Florida
$615K +$619K +23,435 New
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$561K +$2.62K +99 +0.5%
KAS
10
Kestra Advisory Services
Texas
$452K +$456K +17,244 New
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$414K +$417K +15,796 New
AA
12
Addison Advisors
Vermont
$405K +$252K +9,550 +162%
CIM
13
Confluence Investment Management
Missouri
$325K +$328K +12,404 New
AAG
14
Armstrong Advisory Group
Massachusetts
$208K – – –
BFA
15
Bill Few Associates
Pennsylvania
$202K – – –
Morgan Stanley
16
Morgan Stanley
New York
$79.7K +$80.3K +3,039 New
Comerica Bank
17
Comerica Bank
Texas
$78.1K +$78.7K +2,976 New
FCAS
18
First Command Advisory Services
Texas
$45.5K +$45.9K +1,735 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$28K – – –
Osaic Holdings
20
Osaic Holdings
Arizona
$9K – – –
ADL
21
Asset Dedication LLC
California
$8K +$7.21K +273 New
FTUS
22
Flow Traders U.S.
New York
– -$1.99M -74,667 Closed

BSSX Hedge Fund Activity: Q1 2024 in Review

21 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2033 Municipal Bond ETF (BSSX) for Q1 2024, worth a combined $15.5M — up 101% from $7.71M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new BSSX positions and 1 closed out — a net gain of 11 holders — while 4 added to existing stakes and 1 trimmed.

The largest buyer was Sterling Financial Group, opening a new position worth an estimated $2.95M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $1.99M sold.

  • 21 institutional investors held Invesco BulletShares 2033 Municipal Bond ETF (BSSX) as of Q1 2024, up from 11 in Q4 2023.
  • Funds reported $15.5M of Invesco BulletShares 2033 Municipal Bond ETF stock for Q1 2024, up 101% quarter-over-quarter.
  • 12 funds opened new Invesco BulletShares 2033 Municipal Bond ETF positions in Q1 2024 and 1 closed out, a net change of +11 holders.
  • The largest Invesco BulletShares 2033 Municipal Bond ETF buyer in Q1 2024 was Sterling Financial Group, an estimated $2.95M added.
  • The largest Invesco BulletShares 2033 Municipal Bond ETF seller in Q1 2024 was Flow Traders U.S., an estimated $1.99M sold.

Based on aggregated 13F filings for Q1 2024.