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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
CIC
51
Carnegie Investment Counsel
Ohio
$441K -$8.42K -373 -2%
SWM
52
Silverlake Wealth Management
Vermont
$425K – – –
PWM
53
Paulson Wealth Management
Illinois
$401K -$21.5K -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 -$329K -14,550 -47%
HI
57
Harbour Investments
Wisconsin
$369K +$2.69K +119 +0.7%
WWA
58
Wingate Wealth Advisors
Massachusetts
$350K +$2.55K +113 +0.7%
PTC
59
Private Trust Company
Ohio
$346K -$8.42K -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 +$324K +14,350 New
SA
64
Sanctuary Advisors
Indiana
$314K +$71.6K +3,170 +30%
Brown Advisory
65
Brown Advisory
Maryland
$302K +$300K +13,288 New
WCM
66
WealthBridge Capital Management
Ohio
$292K +$15.4K +680 +6%
JCM
67
Jacobi Capital Management
Pennsylvania
$284K +$57.6K +2,550 +26%
YP
68
YANKCOM Partnership
South Dakota
$274K +$168K +7,450 +161%
FIM
69
Freedom Investment Management
Connecticut
$257K -$13.2K -586 -5%
Jones Financial Companies
70
Jones Financial Companies
Missouri
$253K +$54.4K +2,409 +28%
HWM
71
Howard Wealth Management
Connecticut
$242K +$1.74K +77 +0.7%
ACA
72
Aptus Capital Advisors
Alabama
$222K +$1.63K +72 +0.7%
PFS
73
Prospera Financial Services
Texas
$219K – – –
FFG
74
Foundry Financial Group
New Hampshire
$216K +$215K +9,528 New
OMC
75
Old Mission Capital
Illinois
$216K -$4.43M -196,315 -95%
1 2
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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.