BSMT icon

Invesco BulletShares 2029 Municipal Bond ETF
BSMT

Overview Fund Activity

93 hedge funds and large institutions have $137M invested in Invesco BulletShares 2029 Municipal Bond ETF in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 43 increasing their positions, 24 reducing their positions, and 2 closing their positions.

Holders
93
Holders Change
+5
Holders Change %
+5.68%
% of All Funds
1.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
43
Reduced
24
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HBT
1
Hills Bank & Trust
Iowa
$13.9M
2
KCM
2
Kathmere Capital Management
Pennsylvania
$6.51M
3
Jane Street
3
Jane Street
New York
$3.05M
4
Morgan Stanley
4
Morgan Stanley
New York
$4.27M
5
MA
5
MONECO Advisors
Connecticut
$2.72M

Top Sellers

1
OMC
1
Old Mission Capital
Illinois
$216K
2
Ameriprise
2
Ameriprise
Minnesota
$1.5M
3
Toronto Dominion Bank
3
Toronto Dominion Bank
Ontario, Canada
$0
4
Osaic Holdings
4
Osaic Holdings
Arizona
$1.33M
5
CA
5
CGN Advisors
Kansas
$671K
Name Market Value Shares Shares
Change 		Shares
Change %
HBT
1
Hills Bank & Trust
Iowa
$13.9M 610,608 +289,878 +90%
Wells Fargo
2
Wells Fargo
California
$11.2M 494,706 -1,543 -0.3%
KCM
3
Kathmere Capital Management
Pennsylvania
$6.51M 286,752 +108,600 +61%
Bank of America
4
Bank of America
North Carolina
$5.34M 234,965 +27,310 +13%
CIM
5
Confluence Investment Management
Missouri
$5.16M 227,286 -8,091 -3%
Invesco
6
Invesco
Georgia
$4.92M 216,812 +5,386 +3%
LPL Financial
7
LPL Financial
California
$4.89M 215,478 +2,062 +1%
CVA
8
Central Valley Advisors
California
$4.28M 188,508 -2,590 -1%
Morgan Stanley
9
Morgan Stanley
New York
$4.27M 187,892 +41,869 +29%
AUB
10
Atlantic Union Bankshares
Virginia
$3.83M 168,576 +17,958 +12%
Raymond James Financial
11
Raymond James Financial
Florida
$3.51M 154,598 +8,696 +6%
AWM
12
Avior Wealth Management
Nebraska
$3.5M 154,165 -12,169 -7%
NA
13
NewEdge Advisors
Louisiana
$3.37M 148,285 +10,728 +8%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$3.34M 146,973 +2,429 +2%
VA
15
VestGen Advisors
Illinois
$3.2M 139,894 +7,636 +6%
Jane Street
16
Jane Street
New York
$3.05M 134,189 +43,180 +47%
MA
17
MONECO Advisors
Connecticut
$2.72M 119,651 +32,886 +38%
PWP
18
Precedent Wealth Partners
Texas
$2.69M 118,476 +9,121 +8%
UBS Group
19
UBS Group
Switzerland
$2.69M 118,291 +16,326 +16%
KFI
20
Key Financial Inc
Pennsylvania
$2.65M 116,532 – –
HighTower Advisors
21
HighTower Advisors
Illinois
$2.54M 111,801 -1,662 -1%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$2.37M 104,176 -9,101 -8%
SFG
23
Sterling Financial Group
California
$2.1M 92,500 -501 -0.5%
KAS
24
Kestra Advisory Services
Texas
$1.73M 75,968 +2,203 +3%
Focus Partners Wealth
25
Focus Partners Wealth
Massachusetts
$1.68M 73,757 +26,544 +56%
1
2 3 4