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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
LPL Financial
1
LPL Financial
California
$3.79M +$701K +26,911 +22%
EFP
2
Envision Financial Planning
Tennessee
$3.29M +$69.3K +2,660 +2%
Raymond James Financial
3
Raymond James Financial
Florida
$3.25M +$3.29M +126,161 New
AUB
4
Atlantic Union Bankshares
Virginia
$3.1M +$773K +29,693 +33%
KAS
5
Kestra Advisory Services
Texas
$2.91M +$483K +18,555 +20%
SFG
6
Sterling Financial Group
California
$2.84M +$8.78K +337 +0.3%
FTUS
7
Flow Traders U.S.
New York
$2.34M +$1.72M +66,036 +265%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$2.08M -$77K -2,956 -4%
Invesco
9
Invesco
Georgia
$1.73M -$94.2K -3,618 -5%
Jane Street
10
Jane Street
New York
$1.44M +$937K +35,980 +181%
Bank of America
11
Bank of America
North Carolina
$1.37M +$438K +16,817 +46%
MLA
12
MB, Levis & Associates
Pennsylvania
$1.21M +$44.8K +1,720 +4%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$1.21M +$620K +23,807 +103%
KFI
14
Key Financial Inc
Pennsylvania
$889K +$301K +11,550 +50%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$787K +$164K +6,293 +26%
AWM
16
Avior Wealth Management
Nebraska
$620K +$391K +15,000 +165%
SG
17
StoneX Group
New York
$618K +$625K +24,005 New
IAIM
18
International Assets Investment Management
Florida
$615K +$620K +23,814 New
IA
19
IFP Advisors
Florida
$498K – – –
CA
20
CGN Advisors
Kansas
$449K +$454K +17,450 New
AA
21
Addison Advisors
Vermont
$389K -$28.8K -1,105 -7%
Morgan Stanley
22
Morgan Stanley
New York
$355K +$137K +5,245 +62%
CIM
23
Confluence Investment Management
Missouri
$305K +$15.1K +579 +5%
BFA
24
Bill Few Associates
Pennsylvania
$299K – – –
CAPTRUST Financial Advisors
25
CAPTRUST Financial Advisors
North Carolina
$290K +$6.17K +237 +2%
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.