BSMU · Invesco BulletShares 2030 Municipal Bond ETF ETF
$21.55
0.00 (-0.01%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 1
Total Value: $1,178,650
Total Shares: 53,773
Institutional Ownership Trend
12 quarters
Holder Concentration
Across 1 13F filers · Δ vs Mar 31, 2023Top Holder
100.0%
+63.0 pts
Top 5
100.0%
+19.6 pts
Top 10
100.0%
+3.5 pts
HHI
10,000
Highly concentrated+7,971
Quarterly Activity
vs Mar 31, 2023
New
1
Increased
0
Decreased
0
Sold Out
15
Unchanged
0
Holder count:
-14
Institutional value:
-94.4%
Shares held:
-94.3%
Top New Positions
vs Mar 31, 2023| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Small Kinetic Wealth Investment Advisors LLC | 53,773 | $1,178,650 |
Top Sold-Out Positions
vs Mar 31, 2023| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mega WELLS FARGO & COMPANY/MN | 351,935 | $7,823,514 | |
| Small Insight Wealth Partners, LLC | 195,254 | $4,340,496 | |
| Mega JANE STREET GROUP, LLC | 75,649 | $1,681,677 | |
| Mega ROYAL BANK OF CANADA | 71,207 | $1,582,931 | |
| Mega Invesco Ltd. | 70,667 | $1,570,926 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Small Kinetic Wealth Investment Advisors LLC BSMU | $1,178,650 | 100.00% | 53,773 | Shares | 2026-09-02 |