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Invesco BulletShares 2029 Municipal Bond ETF
BSMT

101 hedge funds and large institutions have $150M invested in Invesco BulletShares 2029 Municipal Bond ETF in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 51 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 20

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

9% more capital invested

Capital invested by funds: $138M → $150M (+$12.6M)

7% more funds holding

Funds holding: 94 → 101 (+7)

1.05% more ownership

Funds ownership: 71.01% → 72.07% (+1.1%)

Holders
101
Holders Change
+7
Holders Change %
+7.45%
% of All Funds
1.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
51
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SFG
Sterling Financial Group
California
+$2.62M
2
Wells Fargo
Wells Fargo
California
+$1.3M
3
Morgan Stanley
Morgan Stanley
New York
+$1.2M
4
S
SignatureFD
Georgia
+$930K
5
EC
Elequin Capital
New York
+$929K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$3.05M
2
CIM
Confluence Investment Management
Missouri
-$2.75M
3
Ameriprise
Ameriprise
Minnesota
-$1.5M
4
HBT
Hills Bank & Trust
Iowa
-$898K
5
CA
CGN Advisors
Kansas
-$395K
Name Holding Trade Value Shares
Change 		Change in
Stake
Stifel Financial
51
Stifel Financial
Missouri
$556K -$39.5K -1,722 -7%
BPA
52
Beacon Pointe Advisors
California
$538K +$136K +5,947 +34%
TF
53
TLWM Financial
Texas
$532K -$4.47K -195 -0.8%
CFGA
54
Cambridge Financial Group (Arizona)
Arizona
$530K +$526K +22,955 New
HWM
55
Horizons Wealth Management
North Carolina
$495K +$3.96K +173 +0.8%
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$460K +$3.92K +171 +0.9%
HGA
57
Hobbs Group Advisors
South Carolina
$457K +$73.8K +3,221 +19%
SG
58
StoneX Group
New York
$432K -$91.2K -3,979 -18%
SWM
59
Silverlake Wealth Management
Vermont
$432K – – –
WWA
60
Wingate Wealth Advisors
Massachusetts
$359K +$2.57K +112 +0.7%
CW
61
Cooksen Wealth
Texas
$351K – – –
JCM
62
Jacobi Capital Management
Pennsylvania
$351K +$60.7K +2,650 +21%
FA
63
FF Advisors
California
$339K – – –
WAP
64
Wealthcare Advisory Partners
Pennsylvania
$335K – – –
CIC
65
Carnegie Investment Counsel
Ohio
$332K -$116K -5,046 -26%
HWM
66
Howard Wealth Management
Connecticut
$327K +$80.6K +3,515 +33%
WCM
67
WealthBridge Capital Management
Ohio
$302K +$5.55K +242 +2%
BFA
68
Bill Few Associates
Pennsylvania
$302K -$101K -4,403 -25%
CA
69
Clearstead Advisors
Ohio
$299K +$296K +12,933 New
CA
70
CGN Advisors
Kansas
$285K -$395K -17,214 -58%
Cetera Investment Advisers
71
Cetera Investment Advisers
Illinois
$280K +$277K +12,100 New
YP
72
YANKCOM Partnership
South Dakota
$266K -$13.2K -575 -5%
RSA
73
River Street Advisors
Illinois
$243K +$241K +10,513 New
PTC
74
Private Trust Company
Ohio
$235K -$116K -5,046 -33%
AWM
75
Accurate Wealth Management
Florida
$231K +$228K +9,966 New
1 2
3
4 5

BSMT Hedge Fund Activity: Q3 2025 in Review

101 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2029 Municipal Bond ETF (BSMT) for Q3 2025, worth a combined $150M — up 9.1% from $138M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new BSMT positions and 6 closed out — a net gain of 7 holders — while 51 added to existing stakes and 20 trimmed.

The largest buyer was Sterling Financial Group, adding an estimated $2.62M. The largest seller was Jane Street, exiting entirely with an estimated $3.05M sold.

  • 101 institutional investors held Invesco BulletShares 2029 Municipal Bond ETF (BSMT) as of Q3 2025, up from 94 in Q2 2025.
  • Funds reported $150M of Invesco BulletShares 2029 Municipal Bond ETF stock for Q3 2025, up 9.1% quarter-over-quarter.
  • 13 funds opened new Invesco BulletShares 2029 Municipal Bond ETF positions in Q3 2025 and 6 closed out, a net change of +7 holders.
  • The largest Invesco BulletShares 2029 Municipal Bond ETF buyer in Q3 2025 was Sterling Financial Group, an estimated $2.62M added.
  • The largest Invesco BulletShares 2029 Municipal Bond ETF seller in Q3 2025 was Jane Street, an estimated $3.05M sold.

Based on aggregated 13F filings for Q3 2025.