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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
HBT
1
Hills Bank & Trust
Iowa
$13.9M +$6.55M +289,878 +90%
Wells Fargo
2
Wells Fargo
California
$11.2M -$34.8K -1,543 -0.3%
KCM
3
Kathmere Capital Management
Pennsylvania
$6.51M +$2.45M +108,600 +61%
Bank of America
4
Bank of America
North Carolina
$5.34M +$617K +27,310 +13%
CIM
5
Confluence Investment Management
Missouri
$5.16M -$183K -8,091 -3%
Invesco
6
Invesco
Georgia
$4.92M +$122K +5,386 +3%
LPL Financial
7
LPL Financial
California
$4.89M +$46.6K +2,062 +1%
CVA
8
Central Valley Advisors
California
$4.28M -$58.5K -2,590 -1%
Morgan Stanley
9
Morgan Stanley
New York
$4.27M +$946K +41,869 +29%
AUB
10
Atlantic Union Bankshares
Virginia
$3.83M +$406K +17,958 +12%
Raymond James Financial
11
Raymond James Financial
Florida
$3.51M +$196K +8,696 +6%
AWM
12
Avior Wealth Management
Nebraska
$3.5M -$275K -12,169 -7%
NA
13
NewEdge Advisors
Louisiana
$3.37M +$242K +10,728 +8%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$3.34M +$54.9K +2,429 +2%
VA
15
VestGen Advisors
Illinois
$3.2M +$172K +7,636 +6%
Jane Street
16
Jane Street
New York
$3.05M +$975K +43,180 +47%
MA
17
MONECO Advisors
Connecticut
$2.72M +$743K +32,886 +38%
PWP
18
Precedent Wealth Partners
Texas
$2.69M +$206K +9,121 +8%
UBS Group
19
UBS Group
Switzerland
$2.69M +$369K +16,326 +16%
KFI
20
Key Financial Inc
Pennsylvania
$2.65M – – –
HighTower Advisors
21
HighTower Advisors
Illinois
$2.54M -$37.5K -1,662 -1%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$2.37M -$206K -9,101 -8%
SFG
23
Sterling Financial Group
California
$2.1M -$11.3K -501 -0.5%
Osaic Holdings
24
Osaic Holdings
Arizona
$1.85M -$167K -7,388 -8%
KAS
25
Kestra Advisory Services
Texas
$1.73M +$49.8K +2,203 +3%
1
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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.