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Invesco BulletShares 2029 Municipal Bond ETF
BSMT

Overview Fund Activity

88 hedge funds and large institutions have $128M invested in Invesco BulletShares 2029 Municipal Bond ETF in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 49 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
+5
Holders Change %
+6.02%
% of All Funds
1.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
49
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OMC
Old Mission Capital
Illinois
+$4.68M
2
CVA
Central Valley Advisors
California
+$4.35M
3
CIM
Confluence Investment Management
Missouri
+$2.84M
4
NA
NewEdge Advisors
Louisiana
+$2.03M
5
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
+$1.38M

Top Sellers

1
KCM
Kathmere Capital Management
Pennsylvania
-$5.64M
2
Ameriprise
Ameriprise
Minnesota
-$4.11M
3
Goldman Sachs
Goldman Sachs
New York
-$1.56M
4
Jane Street
Jane Street
New York
-$1.09M
5
HNB
Huntington National Bank
Ohio
-$633K
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
26
MONECO Advisors
Connecticut
$1.97M +$702K +30,877 +55%
KAS
27
Kestra Advisory Services
Texas
$1.68M +$3.57K +157 +0.2%
Toronto Dominion Bank
28
Toronto Dominion Bank
Ontario, Canada
$1.45M +$1.38M +60,599 +1,931%
ADL
29
Asset Dedication LLC
California
$1.37M +$184K +8,108 +16%
Lido Advisors
30
Lido Advisors
California
$1.34M – – –
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$1.32M +$63.7K +2,802 +5%
IWC
32
Integrated Wealth Concepts
Massachusetts
$1.28M +$127K +5,587 +11%
CA
33
CGN Advisors
Kansas
$1.25M +$41.9K +1,842 +3%
MML Investors Services
34
MML Investors Services
Massachusetts
$1.18M +$525K +23,092 +80%
Focus Partners Wealth
35
Focus Partners Wealth
Massachusetts
$1.07M +$101K +4,454 +10%
FNB
36
Farmers National Bank
Kentucky
$1.07M +$17.4K +764 +2%
ACM
37
AlphaStar Capital Management
North Carolina
$949K -$208K -9,148 -18%
CAM
38
Clark Asset Management
New Hampshire
$803K +$5.57K +245 +0.7%
HNB
39
Huntington National Bank
Ohio
$729K -$633K – –
HGA
40
Hobbs Group Advisors
South Carolina
$707K -$2.14K -94 -0.3%
EH
41
Equitable Holdings
New York
$686K +$10.9K +478 +2%
SPA
42
Sentinel Pension Advisors
Massachusetts
$671K +$79.5K +3,494 +13%
SG
43
StoneX Group
New York
$648K +$24.2K +1,062 +4%
CAPTRUST Financial Advisors
44
CAPTRUST Financial Advisors
North Carolina
$537K +$102K +4,496 +24%
TF
45
TLWM Financial
Texas
$528K +$2.89K +127 +0.5%
MWM
46
Meridian Wealth Management
Kentucky
$494K +$123K +5,400 +33%
S
47
SignatureFD
Georgia
$486K +$486K +21,375 New
AA
48
Addison Advisors
Vermont
$474K +$13.9K +610 +3%
HWM
49
Horizons Wealth Management
North Carolina
$467K – – –
CIC
50
Carnegie Investment Counsel
Ohio
$445K -$20K -890 -4%
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