BSMU icon

Invesco BulletShares 2030 Municipal Bond ETF

79 hedge funds and large institutions have $106M invested in Invesco BulletShares 2030 Municipal Bond ETF in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 37 increasing their positions, 18 reducing their positions, and 6 closing their positions.

Holders
79
Holders Change
+1
Holders Change %
+1.28%
% of All Funds
1.06%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
37
Reduced
18
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$8.76M 407,600 -41,297 -9%
LPL Financial
2
LPL Financial
California
$8.59M 399,349 +11,768 +3%
CIM
3
Confluence Investment Management
Missouri
$5.2M 241,752 -7,036 -3%
Bank of America
4
Bank of America
North Carolina
$4.97M 231,368 +14,244 +7%
AUB
5
Atlantic Union Bankshares
Virginia
$3.85M 178,894 +19,060 +12%
Invesco
6
Invesco
Georgia
$3.44M 159,854 +2,218 +1%
UBS Group
7
UBS Group
Switzerland
$3.44M 159,779 +9,496 +6%
Jane Street
8
Jane Street
New York
$3.03M 140,831 -74,467 -35%
PWP
9
Precedent Wealth Partners
Texas
$3.02M 140,313 +10,491 +8%
MA
10
MONECO Advisors
Connecticut
$2.84M 131,932 +41,823 +46%
Raymond James Financial
11
Raymond James Financial
Florida
$2.74M 127,237 -59,848 -32%
HighTower Advisors
12
HighTower Advisors
Illinois
$2.63M 122,513 +28,193 +30%
Morgan Stanley
13
Morgan Stanley
New York
$2.57M 119,599 +14,774 +14%
KFI
14
Key Financial Inc
Pennsylvania
$2.55M 118,800
SWA
15
Stratos Wealth Advisors
Ohio
$2.54M 118,083 +79,129 +203%
HBT
16
Hills Bank & Trust
Iowa
$2.53M 117,881 -222,823 -65%
IWP
17
Insight Wealth Partners
Texas
$2.26M 105,210 -27,187 -21%
LPT
18
Legacy Private Trust
Wisconsin
$2.23M 103,636 +12,675 +14%
PA
19
Pineridge Advisors
Missouri
$2.13M 99,196 +732 +0.7%
AWM
20
AE Wealth Management
Kansas
$2.09M 97,290 +7,090 +8%
KAS
21
Kestra Advisory Services
Texas
$2.08M 96,720 +7,481 +8%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$1.79M 83,368 -17,076 -17%
Lido Advisors
23
Lido Advisors
California
$1.77M 82,200 +17,200 +26%
VA
24
VestGen Advisors
Illinois
$1.68M 77,698 +6,800 +10%
EFP
25
Envision Financial Planning
Tennessee
$1.45M 67,541 -113,316 -63%