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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
EFP
1
Envision Financial Planning
Tennessee
$3.3M +$176K +6,722 +6%
LPL Financial
2
LPL Financial
California
$3.16M +$1.36M +52,036 +76%
SFG
3
Sterling Financial Group
California
$2.9M -$1.39K -53 -0%
KAS
4
Kestra Advisory Services
Texas
$2.49M +$1.11M +42,226 +81%
AUB
5
Atlantic Union Bankshares
Virginia
$2.38M +$2.37M +90,483 New
Bank of New York Mellon
6
Bank of New York Mellon
New York
$2.2M +$2.19M +83,534 New
Invesco
7
Invesco
Georgia
$1.86M +$205K +7,804 +12%
RJA
8
Raymond James & Associates
Florida
$1.56M +$818K +31,216 +111%
MLA
9
MB, Levis & Associates
Pennsylvania
$1.2M +$105K +4,007 +10%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$1.03M +$98.2K +3,749 +11%
Bank of America
11
Bank of America
North Carolina
$958K +$912K +34,783 +2,213%
CAC
12
Cowen and Company
New York
$855K +$850K +32,441 New
FTUS
13
Flow Traders U.S.
New York
$657K -$554K -21,155 -46%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$640K +$43.6K +1,664 +7%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$610K +$86.7K +3,307 +17%
KFI
16
Key Financial Inc
Pennsylvania
$605K +$94.3K +3,600 +19%
MA
17
MONECO Advisors
Connecticut
$578K +$359K +13,698 +166%
Jane Street
18
Jane Street
New York
$524K -$1.1M -41,895 -68%
IA
19
IFP Advisors
Florida
$509K – – –
AA
20
Addison Advisors
Vermont
$427K +$87.5K +3,340 +26%
BFA
21
Bill Few Associates
Pennsylvania
$305K – – –
CIM
22
Confluence Investment Management
Missouri
$296K +$970 +37 +0.3%
CAPTRUST Financial Advisors
23
CAPTRUST Financial Advisors
North Carolina
$290K +$40.8K +1,556 +16%
BPA
24
Beacon Pointe Advisors
California
$263K +$10.4K +396 +4%
JCM
25
Jacobi Capital Management
Pennsylvania
$251K +$32.6K +1,245 +15%
1
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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.