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Invesco BulletShares 2029 Municipal Bond ETF
BSMT

89 hedge funds and large institutions have $129M invested in Invesco BulletShares 2029 Municipal Bond ETF in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 50 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

257% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 14

175% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 4

14% more capital invested

Capital invested by funds: $113M → $129M (+$16.2M)

7% more funds holding

Funds holding: 83 → 89 (+6)

1.47% more ownership

Funds ownership: 70.67% → 72.14% (+1.5%)

Holders
89
Holders Change
+6
Holders Change %
+7.23%
% of All Funds
1.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
50
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
OMC
Old Mission Capital
Illinois
+$4.73M
2
CVA
Central Valley Advisors
California
+$4.39M
3
CIM
Confluence Investment Management
Missouri
+$2.87M
4
NA
NewEdge Advisors
Louisiana
+$2.05M
5
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
+$1.39M

Top Sellers

Rank Fund Capital Flow
1
KCM
Kathmere Capital Management
Pennsylvania
-$5.7M
2
Ameriprise
Ameriprise
Minnesota
-$4.16M
3
Goldman Sachs
Goldman Sachs
New York
-$1.56M
4
Jane Street
Jane Street
New York
-$1.1M
5
SC
Savant Capital
Illinois
-$250K
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
51
Silverlake Wealth Management
Vermont
$426K +$106K +4,600 +33%
PWM
52
Paulson Wealth Management
Illinois
$423K +$165K +7,164 +63%
Stifel Financial
53
Stifel Financial
Missouri
$401K +$405K +17,627 New
BFA
54
Bill Few Associates
Pennsylvania
$397K – – –
BPA
55
Beacon Pointe Advisors
California
$384K +$15K +653 +4%
HI
56
Harbour Investments
Wisconsin
$367K +$371K +16,127 New
PTC
57
Private Trust Company
Ohio
$355K -$28.5K -1,240 -7%
CW
58
Cooksen Wealth
Texas
$353K – – –
WWA
59
Wingate Wealth Advisors
Massachusetts
$348K +$152K +6,603 +76%
FA
60
FF Advisors
California
$332K -$22K -959 -6%
WAP
61
Wealthcare Advisory Partners
Pennsylvania
$330K – – –
FCAS
62
First Command Advisory Services
Texas
$325K +$233K +10,145 +245%
PFG
63
PAX Financial Group
Texas
$320K +$120K +5,241 +59%
WCM
64
WealthBridge Capital Management
Ohio
$276K +$9.47K +412 +4%
FIM
65
Freedom Investment Management
Connecticut
$271K -$6K -261 -2%
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$251K +$39.4K +1,717 +18%
SA
67
Sanctuary Advisors
Indiana
$243K +$873 +38 +0.4%
HWM
68
Howard Wealth Management
Connecticut
$240K -$44.7K -1,945 -16%
JCM
69
Jacobi Capital Management
Pennsylvania
$227K -$31.1K -1,352 -12%
ACA
70
Aptus Capital Advisors
Alabama
$221K +$22.8K +991 +11%
PFS
71
Prospera Financial Services
Texas
$219K +$221K +9,632 New
OFG
72
Opulen Financial Group
Virginia
$210K +$213K +9,254 New
DADC
73
D.A. Davidson & Co
Montana
$207K – – –
Jones Financial Companies
74
Jones Financial Companies
Missouri
$199K +$79.9K +3,478 +66%
CBT
75
Crews Bank & Trust
Florida
$197K – – –
1 2
3
4

BSMT Hedge Fund Activity: Q1 2025 in Review

89 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2029 Municipal Bond ETF (BSMT) for Q1 2025, worth a combined $129M — up 14% from $113M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new BSMT positions and 4 closed out — a net gain of 7 holders — while 50 added to existing stakes and 14 trimmed.

The largest buyer was Old Mission Capital, opening a new position worth an estimated $4.73M. The largest seller was Kathmere Capital Management, cutting an estimated $5.7M.

  • 89 institutional investors held Invesco BulletShares 2029 Municipal Bond ETF (BSMT) as of Q1 2025, up from 83 in Q4 2024.
  • Funds reported $129M of Invesco BulletShares 2029 Municipal Bond ETF stock for Q1 2025, up 14% quarter-over-quarter.
  • 11 funds opened new Invesco BulletShares 2029 Municipal Bond ETF positions in Q1 2025 and 4 closed out, a net change of +7 holders.
  • The largest Invesco BulletShares 2029 Municipal Bond ETF buyer in Q1 2025 was Old Mission Capital, an estimated $4.73M added.
  • The largest Invesco BulletShares 2029 Municipal Bond ETF seller in Q1 2025 was Kathmere Capital Management, an estimated $5.7M sold.

Based on aggregated 13F filings for Q1 2025.