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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
FCAS
76
First Command Advisory Services
Texas
$230K +$109K +4,741 +91%
ACA
77
Aptus Capital Advisors
Alabama
$228K +$1.63K +71 +0.7%
PFS
78
Prospera Financial Services
Texas
$222K – – –
FFG
79
Foundry Financial Group
New Hampshire
$220K – – –
OFG
80
Opulen Financial Group
Virginia
$216K +$1.24K +54 +0.6%
IA
81
IFG Advisory
Georgia
$213K +$211K +9,212 New
Wealth Enhancement Advisory Services
82
Wealth Enhancement Advisory Services
Minnesota
$210K +$252 +11 +0.1%
DADC
83
D.A. Davidson & Co
Montana
$209K +$481 +21 +0.2%
Baird Financial Group
84
Baird Financial Group
Wisconsin
$204K +$203K +8,850 New
HT
85
Heritage Trust
Oklahoma
$203K +$201K +8,781 New
CBT
86
Crews Bank & Trust
Florida
$200K – – –
FFA
87
Farther Finance Advisors
California
$175K +$140K +6,110 +412%
JP Morgan Chase
88
JP Morgan Chase
New York
$172K -$252 -11 -0.1%
KOCAA
89
Knights of Columbus Asset Advisors
Connecticut
$166K – – –
OSAM
90
O'Shaughnessy Asset Management
Connecticut
$160K +$159K +6,926 New
OP
91
ORG Partners
Indiana
$141K +$140K +6,100 New
LFG
92
Larson Financial Group
Missouri
$127K – – –
Comerica Bank
93
Comerica Bank
Texas
$107K -$1.86K -81 -2%
PS
94
Principal Securities
Iowa
$67.2K -$3.46K -151 -5%
PNC Financial Services Group
95
PNC Financial Services Group
Pennsylvania
$49.4K +$344 +15 +0.7%
GRP
96
Global Retirement Partners
California
$27.7K – – –
AIM
97
Anchor Investment Management
South Carolina
$23.1K +$22.9K +1,000 New
Carson Wealth (CWM LLC)
98
Carson Wealth (CWM LLC)
Nebraska
$20K – – –
HIA
99
Harbor Investment Advisory
Maryland
$16.2K – – –
SPIA
100
Steward Partners Investment Advisory
New York
$9.96K – – –
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.