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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
Stifel Financial
51
Stifel Financial
Missouri
$723K +$227K +9,783 +45%
MWM
52
Marietta Wealth Management
Georgia
$713K – – –
SPA
53
Sentinel Pension Advisors
Massachusetts
$661K +$395 +17 +0.1%
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
$631K +$111K +4,788 +21%
MWM
55
Meridian Wealth Management
Kentucky
$621K – – –
AIM
56
Anchor Investment Management
South Carolina
$610K +$523K +22,500 +563%
AA
57
Addison Advisors
Vermont
$589K +$14.1K +608 +2%
HWM
58
Howard Wealth Management
Connecticut
$585K +$70.2K +3,020 +13%
HGA
59
Hobbs Group Advisors
South Carolina
$547K +$85.8K +3,692 +18%
HWM
60
Horizons Wealth Management
North Carolina
$537K +$976 +42 +0.2%
TF
61
TLWM Financial
Texas
$510K -$27.4K -1,180 -5%
PTC
62
Private Trust Company
Ohio
$508K +$203K +8,723 +65%
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$476K -$15.4K -664 -3%
SWM
64
Silverlake Wealth Management
Vermont
$474K – – –
ACA
65
Aptus Capital Advisors
Alabama
$457K +$231K +9,940 +100%
JCM
66
Jacobi Capital Management
Pennsylvania
$425K – – –
CA
67
Clearstead Advisors
Ohio
$397K – – –
HT
68
Heritage Trust
Oklahoma
$396K +$100K +4,313 +33%
IIM
69
Invariant Investment Management
Pennsylvania
$388K -$12.1K -519 -3%
BPA
70
Beacon Pointe Advisors
California
$373K +$33.1K +1,423 +10%
CFGA
71
Cambridge Financial Group (Arizona)
Arizona
$367K -$163K -7,017 -31%
WWA
72
Wingate Wealth Advisors
Massachusetts
$362K +$2.39K +103 +0.7%
CW
73
Cooksen Wealth
Texas
$350K – – –
WAP
74
Wealthcare Advisory Partners
Pennsylvania
$334K – – –
WCM
75
WealthBridge Capital Management
Ohio
$329K +$21.5K +927 +7%
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.