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Invesco BulletShares 2029 Municipal Bond ETF
BSMT

89 hedge funds and large institutions have $129M invested in Invesco BulletShares 2029 Municipal Bond ETF in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 50 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

257% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 14

175% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 4

14% more capital invested

Capital invested by funds: $113M → $129M (+$16.2M)

7% more funds holding

Funds holding: 83 → 89 (+6)

1.47% more ownership

Funds ownership: 70.67% → 72.14% (+1.5%)

Holders
89
Holders Change
+6
Holders Change %
+7.23%
% of All Funds
1.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
50
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
OMC
Old Mission Capital
Illinois
+$4.73M
2
CVA
Central Valley Advisors
California
+$4.39M
3
CIM
Confluence Investment Management
Missouri
+$2.87M
4
NA
NewEdge Advisors
Louisiana
+$2.05M
5
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
+$1.39M

Top Sellers

Rank Fund Capital Flow
1
KCM
Kathmere Capital Management
Pennsylvania
-$5.7M
2
Ameriprise
Ameriprise
Minnesota
-$4.16M
3
Goldman Sachs
Goldman Sachs
New York
-$1.56M
4
Jane Street
Jane Street
New York
-$1.1M
5
SC
Savant Capital
Illinois
-$250K
Name Holding Trade Value Shares
Change 		Change in
Stake
MA
26
MONECO Advisors
Connecticut
$1.97M +$709K +30,877 +55%
KAS
27
Kestra Advisory Services
Texas
$1.68M +$3.61K +157 +0.2%
Toronto Dominion Bank
28
Toronto Dominion Bank
Ontario, Canada
$1.45M +$1.39M +60,599 +1,931%
ADL
29
Asset Dedication LLC
California
$1.37M +$186K +8,108 +16%
Lido Advisors
30
Lido Advisors
California
$1.34M – – –
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$1.32M +$64.4K +2,802 +5%
IWC
32
Integrated Wealth Concepts
Massachusetts
$1.28M +$128K +5,587 +11%
CA
33
CGN Advisors
Kansas
$1.25M +$42.3K +1,842 +3%
MML Investors Services
34
MML Investors Services
Massachusetts
$1.18M +$531K +23,092 +80%
Focus Partners Wealth
35
Focus Partners Wealth
Massachusetts
$1.07M +$102K +4,454 +10%
FNB
36
Farmers National Bank
Kentucky
$1.07M +$17.6K +764 +2%
ACM
37
AlphaStar Capital Management
North Carolina
$949K -$210K -9,148 -18%
CAM
38
Clark Asset Management
New Hampshire
$803K +$5.63K +245 +0.7%
HNB
39
Huntington National Bank
Ohio
$729K – – –
HGA
40
Hobbs Group Advisors
South Carolina
$707K -$2.16K -94 -0.3%
EH
41
Equitable Holdings
New York
$686K +$11K +478 +2%
SPA
42
Sentinel Pension Advisors
Massachusetts
$671K +$80.3K +3,494 +13%
SG
43
StoneX Group
New York
$648K +$24.4K +1,062 +4%
CAPTRUST Financial Advisors
44
CAPTRUST Financial Advisors
North Carolina
$537K +$103K +4,496 +24%
TF
45
TLWM Financial
Texas
$528K +$2.92K +127 +0.5%
MWM
46
Meridian Wealth Management
Kentucky
$494K +$124K +5,400 +33%
S
47
SignatureFD
Georgia
$486K +$491K +21,375 New
AA
48
Addison Advisors
Vermont
$474K +$14K +610 +3%
HWM
49
Horizons Wealth Management
North Carolina
$467K – – –
CIC
50
Carnegie Investment Counsel
Ohio
$445K -$20.4K -890 -4%
1
2
3 4

BSMT Hedge Fund Activity: Q1 2025 in Review

89 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2029 Municipal Bond ETF (BSMT) for Q1 2025, worth a combined $129M — up 14% from $113M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new BSMT positions and 4 closed out — a net gain of 7 holders — while 50 added to existing stakes and 14 trimmed.

The largest buyer was Old Mission Capital, opening a new position worth an estimated $4.73M. The largest seller was Kathmere Capital Management, cutting an estimated $5.7M.

  • 89 institutional investors held Invesco BulletShares 2029 Municipal Bond ETF (BSMT) as of Q1 2025, up from 83 in Q4 2024.
  • Funds reported $129M of Invesco BulletShares 2029 Municipal Bond ETF stock for Q1 2025, up 14% quarter-over-quarter.
  • 11 funds opened new Invesco BulletShares 2029 Municipal Bond ETF positions in Q1 2025 and 4 closed out, a net change of +7 holders.
  • The largest Invesco BulletShares 2029 Municipal Bond ETF buyer in Q1 2025 was Old Mission Capital, an estimated $4.73M added.
  • The largest Invesco BulletShares 2029 Municipal Bond ETF seller in Q1 2025 was Kathmere Capital Management, an estimated $5.7M sold.

Based on aggregated 13F filings for Q1 2025.