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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.

New
Increased
Maintained
Reduced
Closed
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
Hills Bank & Trust
Iowa
+$6.58M
2
KCM
Kathmere Capital Management
Pennsylvania
+$2.47M
3
Jane Street
Jane Street
New York
+$981K
4
Morgan Stanley
Morgan Stanley
New York
+$951K
5
MA
MONECO Advisors
Connecticut
+$747K

Top Sellers

1
OMC
Old Mission Capital
Illinois
-$4.46M
2
Ameriprise
Ameriprise
Minnesota
-$1.47M
3
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$1.45M
4
HNB
Huntington National Bank
Ohio
-$729K
5
Osaic Holdings
Osaic Holdings
Arizona
-$714K
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$1.57M +$252K +11,098 +19%
Ameriprise
27
Ameriprise
Minnesota
$1.5M -$1.47M -64,915 -50%
IWC
28
Integrated Wealth Concepts
Massachusetts
$1.5M +$220K +9,667 +17%
MML Investors Services
29
MML Investors Services
Massachusetts
$1.49M +$317K +13,971 +27%
ADL
30
Asset Dedication LLC
California
$1.49M +$126K +5,539 +9%
Lido Advisors
31
Lido Advisors
California
$1.34M – – –
Osaic Holdings
32
Osaic Holdings
Arizona
$1.33M -$714K -31,140 -35%
FNB
33
Farmers National Bank
Kentucky
$1.09M +$25.1K +1,104 +2%
ACM
34
AlphaStar Capital Management
North Carolina
$1.09M +$139K +6,128 +15%
CAM
35
Clark Asset Management
New Hampshire
$867K +$65.8K +2,896 +8%
S
36
SignatureFD
Georgia
$846K +$361K +15,887 +74%
EH
37
Equitable Holdings
New York
$778K +$93.2K +4,105 +14%
HNB
38
Huntington National Bank
Ohio
$778K -$729K – –
CA
39
CGN Advisors
Kansas
$671K -$579K -25,491 -46%
SPA
40
Sentinel Pension Advisors
Massachusetts
$651K -$19.1K -841 -3%
KOC
41
Koss-Olinger Consulting
Florida
$648K +$648K +28,555 New
MWM
42
Meridian Wealth Management
Kentucky
$594K +$100K +4,416 +20%
Stifel Financial
43
Stifel Financial
Missouri
$586K +$185K +8,164 +46%
TF
44
TLWM Financial
Texas
$527K – – –
AA
45
Addison Advisors
Vermont
$518K +$45.5K +2,005 +10%
SG
46
StoneX Group
New York
$515K -$132K -5,813 -20%
MWM
47
Marietta Wealth Management
Georgia
$502K +$502K +22,085 New
HWM
48
Horizons Wealth Management
North Carolina
$483K +$15.8K +695 +3%
CAPTRUST Financial Advisors
49
CAPTRUST Financial Advisors
North Carolina
$455K -$81.4K -3,584 -15%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$449K +$198K +8,727 +79%
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