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Invesco BulletShares 2029 Municipal Bond ETF
BSMT

115 hedge funds and large institutions have $201M invested in Invesco BulletShares 2029 Municipal Bond ETF in 2026 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 57 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 6

159% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 22

22% more capital invested

Capital invested by funds: $165M → $201M (+$36.3M)

8.64% more ownership

Funds ownership: 70.27% → 78.91% (+8.6%)

6% more funds holding

Funds holding: 108 → 115 (+7)

Holders
115
Holders Change
+7
Holders Change %
+6.48%
% of All Funds
1.42%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
57
Reduced
22
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EC
Elequin Capital
New York
+$20.1M
2
CIM
Confluence Investment Management
Missouri
+$2.43M
3
UBS Group
UBS Group
Switzerland
+$1.24M
4
WJA
Willis Johnson & Associates
Texas
+$998K
5
LPT
Legacy Private Trust
Wisconsin
+$675K

Top Sellers

Rank Fund Capital Flow
1
KOC
Koss-Olinger Consulting
Florida
-$661K
2
STA
Summit Trail Advisors
New York
-$487K
3
KCM
Kathmere Capital Management
Pennsylvania
-$485K
4
SG
StoneX Group
New York
-$433K
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$394K
Name Holding Trade Value Shares
Change 		Change in
Stake
Focus Partners Wealth
26
Focus Partners Wealth
Massachusetts
$2.29M +$107K +4,617 +5%
CAM
27
Clark Asset Management
New Hampshire
$2.27M +$555K +23,885 +32%
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$2.27M +$204K +8,770 +10%
LPT
29
Legacy Private Trust
Wisconsin
$2.01M +$675K +29,028 +50%
Jane Street
30
Jane Street
New York
$1.98M -$77.1K -3,318 -4%
KAS
31
Kestra Advisory Services
Texas
$1.82M -$70.3K -3,023 -4%
S
32
SignatureFD
Georgia
$1.79M – – –
VA
33
VestGen Advisors
Illinois
$1.73M -$36.1K -1,551 -2%
ADL
34
Asset Dedication LLC
California
$1.73M +$138K +5,943 +9%
FSAG
35
Financial Solutions Advisory Group
Illinois
$1.67M +$1.69M +72,527 New
CCW
36
Coastline Complete Wealth
South Carolina
$1.58M -$3.84K -165 -0.2%
MML Investors Services
37
MML Investors Services
Massachusetts
$1.48M -$260K -11,192 -15%
PWM
38
Paulson Wealth Management
Illinois
$1.32M +$442K +19,013 +49%
Jones Financial Companies
39
Jones Financial Companies
Missouri
$1.29M +$445K +19,124 +52%
FNB
40
Farmers National Bank
Kentucky
$1.21M +$3.46K +149 +0.3%
CAPTRUST Financial Advisors
41
CAPTRUST Financial Advisors
North Carolina
$1.07M +$301K +12,937 +39%
HNB
42
Huntington National Bank
Ohio
$1.01M – – –
CIC
43
Carnegie Investment Counsel
Ohio
$991K +$498K +21,444 +99%
WJA
44
Willis Johnson & Associates
Texas
$989K +$998K +42,947 New
ACM
45
AlphaStar Capital Management
North Carolina
$907K +$837 +36 +0.1%
SA
46
Sanctuary Advisors
Indiana
$901K +$52.7K +2,265 +6%
Brown Advisory
47
Brown Advisory
Maryland
$900K +$50K +2,150 +6%
EH
48
Equitable Holdings
New York
$861K +$20.9K +900 +2%
HI
49
Harbour Investments
Wisconsin
$839K +$129K +5,546 +18%
FCM
50
Fourpath Capital Management
Oklahoma
$745K +$54.9K +2,363 +8%
1
2
3 4 5

BSMT Hedge Fund Activity: Q1 2026 in Review

115 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2029 Municipal Bond ETF (BSMT) for Q1 2026, worth a combined $201M — up 22% from $165M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new BSMT positions and 6 closed out — a net gain of 10 holders — while 57 added to existing stakes and 22 trimmed.

The largest buyer was Elequin Capital, adding an estimated $20.1M. The largest seller was Koss-Olinger Consulting, exiting entirely with an estimated $661K sold.

  • 115 institutional investors held Invesco BulletShares 2029 Municipal Bond ETF (BSMT) as of Q1 2026, up from 108 in Q4 2025.
  • Funds reported $201M of Invesco BulletShares 2029 Municipal Bond ETF stock for Q1 2026, up 22% quarter-over-quarter.
  • 16 funds opened new Invesco BulletShares 2029 Municipal Bond ETF positions in Q1 2026 and 6 closed out, a net change of +10 holders.
  • The largest Invesco BulletShares 2029 Municipal Bond ETF buyer in Q1 2026 was Elequin Capital, an estimated $20.1M added.
  • The largest Invesco BulletShares 2029 Municipal Bond ETF seller in Q1 2026 was Koss-Olinger Consulting, an estimated $661K sold.

Based on aggregated 13F filings for Q1 2026.