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Invesco BulletShares 2033 Municipal Bond ETF
BSSX

31 hedge funds and large institutions have $21.1M invested in Invesco BulletShares 2033 Municipal Bond ETF in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 14 increasing their positions, 4 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 4

48% more funds holding

Funds holding: 21 → 31 (+10)

36% more capital invested

Capital invested by funds: $15.5M → $21.1M (+$5.56M)

4.81% more ownership

Funds ownership: 49.25% → 54.06% (+4.8%)

Holders
31
Holders Change
+10
Holders Change %
+47.62%
% of All Funds
0.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
14
Reduced
4
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FTUS
Flow Traders U.S.
New York
+$1.19M
2
KAS
Kestra Advisory Services
Texas
+$903K
3
KFI
Key Financial Inc
Pennsylvania
+$501K
4
IA
IFP Advisors
Florida
+$500K
5
MLA
MB, Levis & Associates
Pennsylvania
+$370K

Top Sellers

1
Jane Street
Jane Street
New York
-$78.1K
2
AA
Addison Advisors
Vermont
-$66.9K
3
SFG
Sterling Financial Group
California
-$39.4K
4
CIM
Confluence Investment Management
Missouri
-$30.9K
Name Holding Trade Value Shares
Change 		Change in
Stake
EFP
1
Envision Financial Planning
Tennessee
$3.07M +$361K +13,962 +13%
SFG
2
Sterling Financial Group
California
$2.86M -$39.4K -1,522 -1%
LPL Financial
3
LPL Financial
California
$1.76M +$170K +6,574 +11%
Invesco
4
Invesco
Georgia
$1.63M +$137K +5,309 +9%
Jane Street
5
Jane Street
New York
$1.6M -$78.1K -3,020 -5%
KAS
6
Kestra Advisory Services
Texas
$1.35M +$903K +34,910 +202%
FTUS
7
Flow Traders U.S.
New York
$1.19M +$1.19M +46,076 New
MLA
8
MB, Levis & Associates
Pennsylvania
$1.07M +$370K +14,309 +53%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$920K +$55K +2,128 +6%
RJA
10
Raymond James & Associates
Florida
$730K +$122K +4,710 +20%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$586K +$32.4K +1,254 +6%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$514K +$105K +4,041 +26%
KFI
13
Key Financial Inc
Pennsylvania
$502K +$501K +19,350 New
IA
14
IFP Advisors
Florida
$501K +$500K +19,320 New
AA
15
Addison Advisors
Vermont
$333K -$66.9K -2,585 -17%
BFA
16
Bill Few Associates
Pennsylvania
$300K +$100K +3,880 +50%
CIM
17
Confluence Investment Management
Missouri
$291K -$30.9K -1,195 -10%
BPA
18
Beacon Pointe Advisors
California
$248K +$248K +9,587 New
CAPTRUST Financial Advisors
19
CAPTRUST Financial Advisors
North Carolina
$245K +$245K +9,462 New
Morgan Stanley
20
Morgan Stanley
New York
$221K +$142K +5,483 +180%
JCM
21
Jacobi Capital Management
Pennsylvania
$215K +$214K +8,283 New
MA
22
MONECO Advisors
Connecticut
$213K +$213K +8,232 New
AAG
23
Armstrong Advisory Group
Massachusetts
$202K – – –
HGA
24
Hobbs Group Advisors
South Carolina
$159K +$158K +6,116 New
FCAS
25
First Command Advisory Services
Texas
$82K +$36.9K +1,428 +82%
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BSSX Hedge Fund Activity: Q2 2024 in Review

31 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2033 Municipal Bond ETF (BSSX) for Q2 2024, worth a combined $21.1M — up 36% from $15.5M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new BSSX positions and 0 closed out — a net gain of 10 holders — while 14 added to existing stakes and 4 trimmed.

The largest buyer was Flow Traders U.S., opening a new position worth an estimated $1.19M. The largest seller was Jane Street, cutting an estimated $78.1K.

  • 31 institutional investors held Invesco BulletShares 2033 Municipal Bond ETF (BSSX) as of Q2 2024, up from 21 in Q1 2024.
  • Funds reported $21.1M of Invesco BulletShares 2033 Municipal Bond ETF stock for Q2 2024, up 36% quarter-over-quarter.
  • 10 funds opened new Invesco BulletShares 2033 Municipal Bond ETF positions in Q2 2024 and 0 closed out, a net change of +10 holders.
  • The largest Invesco BulletShares 2033 Municipal Bond ETF buyer in Q2 2024 was Flow Traders U.S., an estimated $1.19M added.
  • The largest Invesco BulletShares 2033 Municipal Bond ETF seller in Q2 2024 was Jane Street, an estimated $78.1K sold.

Based on aggregated 13F filings for Q2 2024.