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Invesco BulletShares 2029 Municipal Bond ETF
BSMT

94 hedge funds and large institutions have $138M invested in Invesco BulletShares 2029 Municipal Bond ETF in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 44 increasing their positions, 24 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

83% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 24

7% more capital invested

Capital invested by funds: $129M → $138M (+$9.2M)

6% more funds holding

Funds holding: 89 → 94 (+5)

1.13% less ownership

Funds ownership: 72.14% → 71.01% (-1.1%)

Holders
94
Holders Change
+5
Holders Change %
+5.62%
% of All Funds
1.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
44
Reduced
24
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HBT
Hills Bank & Trust
Iowa
+$6.55M
2
KCM
Kathmere Capital Management
Pennsylvania
+$2.45M
3
Jane Street
Jane Street
New York
+$975K
4
Morgan Stanley
Morgan Stanley
New York
+$946K
5
MA
MONECO Advisors
Connecticut
+$743K

Top Sellers

Rank Fund Capital Flow
1
OMC
Old Mission Capital
Illinois
-$4.43M
2
Ameriprise
Ameriprise
Minnesota
-$1.47M
3
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$1.45M
4
CA
CGN Advisors
Kansas
-$576K
5
HGA
Hobbs Group Advisors
South Carolina
-$329K
Name Holding Trade Value Shares
Change 		Change in
Stake
Focus Partners Wealth
26
Focus Partners Wealth
Massachusetts
$1.68M +$599K +26,544 +56%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$1.57M +$251K +11,098 +19%
Ameriprise
28
Ameriprise
Minnesota
$1.5M -$1.47M -64,915 -50%
IWC
29
Integrated Wealth Concepts
Massachusetts
$1.5M +$218K +9,667 +17%
MML Investors Services
30
MML Investors Services
Massachusetts
$1.49M +$316K +13,971 +27%
ADL
31
Asset Dedication LLC
California
$1.49M +$125K +5,539 +9%
Lido Advisors
32
Lido Advisors
California
$1.34M – – –
FNB
33
Farmers National Bank
Kentucky
$1.09M +$24.9K +1,104 +2%
ACM
34
AlphaStar Capital Management
North Carolina
$1.09M +$138K +6,128 +15%
CAM
35
Clark Asset Management
New Hampshire
$867K +$65.4K +2,896 +8%
S
36
SignatureFD
Georgia
$846K +$359K +15,887 +74%
EH
37
Equitable Holdings
New York
$778K +$92.7K +4,105 +14%
HNB
38
Huntington National Bank
Ohio
$778K – – –
CA
39
CGN Advisors
Kansas
$671K -$576K -25,491 -46%
SPA
40
Sentinel Pension Advisors
Massachusetts
$651K -$19K -841 -3%
KOC
41
Koss-Olinger Consulting
Florida
$648K +$645K +28,555 New
MWM
42
Meridian Wealth Management
Kentucky
$594K +$99.7K +4,416 +20%
Stifel Financial
43
Stifel Financial
Missouri
$586K +$184K +8,164 +46%
TF
44
TLWM Financial
Texas
$527K – – –
AA
45
Addison Advisors
Vermont
$518K +$45.3K +2,005 +10%
SG
46
StoneX Group
New York
$515K -$131K -5,813 -20%
MWM
47
Marietta Wealth Management
Georgia
$502K +$499K +22,085 New
HWM
48
Horizons Wealth Management
North Carolina
$483K +$15.7K +695 +3%
CAPTRUST Financial Advisors
49
CAPTRUST Financial Advisors
North Carolina
$455K -$80.9K -3,584 -15%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$449K +$197K +8,727 +79%
1
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BSMT Hedge Fund Activity: Q2 2025 in Review

94 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2029 Municipal Bond ETF (BSMT) for Q2 2025, worth a combined $138M — up 7.1% from $129M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new BSMT positions and 2 closed out — a net gain of 6 holders — while 44 added to existing stakes and 24 trimmed.

The largest buyer was Hills Bank & Trust, adding an estimated $6.55M. The largest seller was Old Mission Capital, cutting an estimated $4.43M.

  • 94 institutional investors held Invesco BulletShares 2029 Municipal Bond ETF (BSMT) as of Q2 2025, up from 89 in Q1 2025.
  • Funds reported $138M of Invesco BulletShares 2029 Municipal Bond ETF stock for Q2 2025, up 7.1% quarter-over-quarter.
  • 8 funds opened new Invesco BulletShares 2029 Municipal Bond ETF positions in Q2 2025 and 2 closed out, a net change of +6 holders.
  • The largest Invesco BulletShares 2029 Municipal Bond ETF buyer in Q2 2025 was Hills Bank & Trust, an estimated $6.55M added.
  • The largest Invesco BulletShares 2029 Municipal Bond ETF seller in Q2 2025 was Old Mission Capital, an estimated $4.43M sold.

Based on aggregated 13F filings for Q2 2025.