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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
OFG
76
Opulen Financial Group
Virginia
$211K +$1.26K +56 +0.6%
Wealth Enhancement Advisory Services
77
Wealth Enhancement Advisory Services
Minnesota
$206K +$205K +9,062 New
DADC
78
D.A. Davidson & Co
Montana
$205K -$1.69K -75 -0.8%
CBT
79
Crews Bank & Trust
Florida
$196K – – –
JP Morgan Chase
80
JP Morgan Chase
New York
$169K +$80.6K +3,569 +92%
KOCAA
81
Knights of Columbus Asset Advisors
Connecticut
$163K – – –
LFG
82
Larson Financial Group
Missouri
$125K – – –
FCAS
83
First Command Advisory Services
Texas
$119K -$205K -9,067 -63%
Comerica Bank
84
Comerica Bank
Texas
$108K – – –
PS
85
Principal Securities
Iowa
$69.5K -$23.9K -1,058 -26%
PNC Financial Services Group
86
PNC Financial Services Group
Pennsylvania
$48.2K +$361 +16 +0.8%
FFA
87
Farther Finance Advisors
California
$33.7K +$33.5K +1,482 New
GRP
88
Global Retirement Partners
California
$27.3K +$27.1K +1,200 New
Carson Wealth (CWM LLC)
89
Carson Wealth (CWM LLC)
Nebraska
$20K – – –
HIA
90
Harbor Investment Advisory
Maryland
$15.9K – – –
SPIA
91
Steward Partners Investment Advisory
New York
$9.79K -$126K -5,593 -93%
MPWT
92
MassMutual Private Wealth & Trust
Connecticut
$6.7K – – –
AF
93
Advisornet Financial
Minnesota
$6.65K – – –
RA
94
Rise Advisors
New York
$4.84K – – –
Fidelity Investments
95
Fidelity Investments
Massachusetts
$23 -$155K -6,874 -100%
Toronto Dominion Bank
96
Toronto Dominion Bank
Ontario, Canada
– -$1.45M -63,738 Closed
PFG
97
PAX Financial Group
Texas
– -$320K -14,056 Closed
1 2 3
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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.