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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 %
Fidelity Investments
76
Fidelity Investments
Massachusetts
$156K +$156K +6,875 New
SPIA
77
Steward Partners Investment Advisory
New York
$137K -$213K -9,355 -61%
LFG
78
Larson Financial Group
Missouri
$125K +$125K +5,514 New
Comerica Bank
79
Comerica Bank
Texas
$108K -$1.18K -52 -1%
YP
80
YANKCOM Partnership
South Dakota
$105K -$18.2K -800 -15%
PS
81
Principal Securities
Iowa
$94.5K – – –
JPMorgan Chase & Co
82
JPMorgan Chase & Co
New York
$88.5K +$8.91K +392 +11%
PNC Financial Services Group
83
PNC Financial Services Group
Pennsylvania
$48K +$341 +15 +0.7%
DCM
84
Davis Capital Management
Florida
$27.3K – – –
Carson Wealth (CWM LLC)
85
Carson Wealth (CWM LLC)
Nebraska
$20K +$9.99K +432 +100%
HIA
86
Harbor Investment Advisory
Maryland
$15.9K +$15.9K +700 New
MPWT
87
MassMutual Private Wealth & Trust
Connecticut
$6.71K – – –
AF
88
Advisornet Financial
Minnesota
$6.66K – – –
RA
89
Rise Advisors
New York
$4.84K – – –
Goldman Sachs
90
Goldman Sachs
New York
– -$1.56M -68,028 Closed
SC
91
Savant Capital
Illinois
– -$250K -10,905 Closed
Cambridge Investment Research Advisors
92
Cambridge Investment Research Advisors
Iowa
– -$250K -10,902 Closed
Bessemer Group
93
Bessemer Group
New Jersey
– -$17K -750 Closed
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