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Invesco BulletShares 2029 Municipal Bond ETF
BSMT

Overview Fund Activity

88 hedge funds and large institutions have $128M invested in Invesco BulletShares 2029 Municipal Bond ETF in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 49 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
+5
Holders Change %
+6.02%
% of All Funds
1.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
49
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OMC
Old Mission Capital
Illinois
+$4.68M
2
CVA
Central Valley Advisors
California
+$4.35M
3
CIM
Confluence Investment Management
Missouri
+$2.84M
4
NA
NewEdge Advisors
Louisiana
+$2.03M
5
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
+$1.38M

Top Sellers

1
KCM
Kathmere Capital Management
Pennsylvania
-$5.64M
2
Ameriprise
Ameriprise
Minnesota
-$4.11M
3
Goldman Sachs
Goldman Sachs
New York
-$1.56M
4
Jane Street
Jane Street
New York
-$1.09M
5
HNB
Huntington National Bank
Ohio
-$633K
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
51
Silverlake Wealth Management
Vermont
$426K +$105K +4,600 +33%
PWM
52
Paulson Wealth Management
Illinois
$423K +$163K +7,164 +63%
Stifel Financial
53
Stifel Financial
Missouri
$401K +$401K +17,627 New
BFA
54
Bill Few Associates
Pennsylvania
$397K – – –
BPA
55
Beacon Pointe Advisors
California
$384K +$14.9K +653 +4%
HI
56
Harbour Investments
Wisconsin
$367K +$367K +16,127 New
PTC
57
Private Trust Company
Ohio
$355K -$28.2K -1,240 -7%
CW
58
Cooksen Wealth
Texas
$353K – – –
WWA
59
Wingate Wealth Advisors
Massachusetts
$348K +$150K +6,603 +76%
FA
60
FF Advisors
California
$332K -$21.7K -959 -6%
WAP
61
Wealthcare Advisory Partners
Pennsylvania
$330K – – –
FCAS
62
First Command Advisory Services
Texas
$325K +$231K +10,145 +245%
PFG
63
PAX Financial Group
Texas
$320K +$119K +5,241 +59%
WCM
64
WealthBridge Capital Management
Ohio
$276K +$9.37K +412 +4%
FIM
65
Freedom Investment Management
Connecticut
$271K -$5.94K -261 -2%
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$251K +$39K +1,717 +18%
HWM
67
Howard Wealth Management
Connecticut
$240K -$44.2K -1,945 -16%
JCM
68
Jacobi Capital Management
Pennsylvania
$227K -$30.7K -1,352 -12%
ACA
69
Aptus Capital Advisors
Alabama
$221K +$22.5K +991 +11%
PFS
70
Prospera Financial Services
Texas
$219K +$219K +9,632 New
OFG
71
Opulen Financial Group
Virginia
$210K +$210K +9,254 New
DADC
72
D.A. Davidson & Co
Montana
$207K – – –
Jones Financial Companies
73
Jones Financial Companies
Missouri
$199K +$79.1K +3,478 +66%
CBT
74
Crews Bank & Trust
Florida
$197K – – –
KOCAA
75
Knights of Columbus Asset Advisors
Connecticut
$163K – – –
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3
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