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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$4.73M |
| 2 |
CVA
Central Valley Advisors
Sacramento,
California
|
+$4.39M |
| 3 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
+$2.87M |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$2.05M |
| 5 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
+$1.39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KCM
Kathmere Capital Management
Wayne,
Pennsylvania
|
-$5.7M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$4.16M |
| 3 |
Goldman Sachs
New York
|
-$1.56M |
| 4 |
Jane Street
New York
|
-$1.1M |
| 5 |
SC
Savant Capital
Rockford,
Illinois
|
-$250K |
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.