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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
HNB
4
Huntington National Bank
Ohio
$778K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$1.33M
Name Market Value Shares Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$1.57M 69,334 +11,098 +19%
Ameriprise
27
Ameriprise
Minnesota
$1.5M 65,960 -64,915 -50%
IWC
28
Integrated Wealth Concepts
Massachusetts
$1.5M 65,917 +9,667 +17%
MML Investors Services
29
MML Investors Services
Massachusetts
$1.49M 65,794 +13,971 +27%
ADL
30
Asset Dedication LLC
California
$1.49M 65,779 +5,539 +9%
Lido Advisors
31
Lido Advisors
California
$1.34M 58,900 – –
Osaic Holdings
32
Osaic Holdings
Arizona
$1.33M 57,813 -31,140 -35%
FNB
33
Farmers National Bank
Kentucky
$1.09M 48,095 +1,104 +2%
ACM
34
AlphaStar Capital Management
North Carolina
$1.09M 47,862 +6,128 +15%
CAM
35
Clark Asset Management
New Hampshire
$867K 38,190 +2,896 +8%
S
36
SignatureFD
Georgia
$846K 37,262 +15,887 +74%
EH
37
Equitable Holdings
New York
$778K 34,280 +4,105 +14%
HNB
38
Huntington National Bank
Ohio
– – – –
CA
39
CGN Advisors
Kansas
$671K 29,543 -25,491 -46%
SPA
40
Sentinel Pension Advisors
Massachusetts
$651K 28,668 -841 -3%
KOC
41
Koss-Olinger Consulting
Florida
$648K 28,555 +28,555 New
MWM
42
Meridian Wealth Management
Kentucky
$594K 26,155 +4,416 +20%
Stifel Financial
43
Stifel Financial
Missouri
$586K 25,791 +8,164 +46%
TF
44
TLWM Financial
Texas
$527K 23,221 – –
AA
45
Addison Advisors
Vermont
$518K 22,830 +2,005 +10%
SG
46
StoneX Group
New York
$515K 22,698 -5,813 -20%
MWM
47
Marietta Wealth Management
Georgia
$502K 22,085 +22,085 New
HWM
48
Horizons Wealth Management
North Carolina
$483K 21,251 +695 +3%
CAPTRUST Financial Advisors
49
CAPTRUST Financial Advisors
North Carolina
$455K 20,031 -3,584 -15%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$449K 19,764 +8,727 +79%
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