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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 %
CIC
51
Carnegie Investment Counsel
Ohio
$441K -$8.47K -373 -2%
SWM
52
Silverlake Wealth Management
Vermont
$425K – – –
PWM
53
Paulson Wealth Management
Illinois
$401K -$21.6K -951 -5%
BFA
54
Bill Few Associates
Pennsylvania
$397K – – –
BPA
55
Beacon Pointe Advisors
California
$394K +$10.1K +446 +3%
HGA
56
Hobbs Group Advisors
South Carolina
$376K -$330K -14,550 -47%
HI
57
Harbour Investments
Wisconsin
$369K +$2.7K +119 +0.7%
WWA
58
Wingate Wealth Advisors
Massachusetts
$350K +$2.57K +113 +0.7%
PTC
59
Private Trust Company
Ohio
$346K -$8.47K -373 -2%
CW
60
Cooksen Wealth
Texas
$345K – – –
FA
61
FF Advisors
California
$333K – – –
WAP
62
Wealthcare Advisory Partners
Pennsylvania
$329K – – –
LPT
63
Legacy Private Trust
Wisconsin
$326K +$326K +14,350 New
Brown Advisory
64
Brown Advisory
Maryland
$302K +$302K +13,288 New
WCM
65
WealthBridge Capital Management
Ohio
$292K +$15.4K +680 +6%
JCM
66
Jacobi Capital Management
Pennsylvania
$284K +$57.9K +2,550 +26%
YP
67
YANKCOM Partnership
South Dakota
$274K +$169K +7,450 +161%
FIM
68
Freedom Investment Management
Connecticut
$257K -$13.3K -586 -5%
Jones Financial Companies
69
Jones Financial Companies
Missouri
$253K +$54.7K +2,409 +28%
HWM
70
Howard Wealth Management
Connecticut
$242K +$1.75K +77 +0.7%
ACA
71
Aptus Capital Advisors
Alabama
$222K +$1.64K +72 +0.7%
PFS
72
Prospera Financial Services
Texas
$219K – – –
FFG
73
Foundry Financial Group
New Hampshire
$216K +$216K +9,528 New
OMC
74
Old Mission Capital
Illinois
$216K -$4.46M -196,315 -95%
OFG
75
Opulen Financial Group
Virginia
$211K +$1.27K +56 +0.6%
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