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Invesco BulletShares 2030 Municipal Bond ETF

95 hedge funds and large institutions have $162M invested in Invesco BulletShares 2030 Municipal Bond ETF in 2026 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 45 increasing their positions, 20 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 20

3% more capital invested

Capital invested by funds: $157M → $162M (+$4.74M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 12

1% less funds holding

Funds holding: 9695 (-1)

5.26% less ownership

Funds ownership: 71.65%66.39% (-5.3%)

Holders
95
Holders Change
-1
Holders Change %
-1.04%
% of All Funds
1.17%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
45
Reduced
20
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$11.3M +$368K +16,624 +3%
HBT
2
Hills Bank & Trust
Iowa
$10.1M +$631K +28,535 +7%
LPL Financial
3
LPL Financial
California
$9.48M -$562K -25,428 -6%
Morgan Stanley
4
Morgan Stanley
New York
$7.44M +$374K +16,905 +5%
Invesco
5
Invesco
Georgia
$7.24M +$993K +44,892 +16%
UBS Group
6
UBS Group
Switzerland
$6.46M +$1.48M +66,986 +29%
SWA
7
Stratos Wealth Advisors
Ohio
$6.45M +$538K +24,340 +9%
Bank of America
8
Bank of America
North Carolina
$5.84M +$950K +42,944 +19%
Raymond James Financial
9
Raymond James Financial
Florida
$5M +$183K +8,282 +4%
NA
10
NewEdge Advisors
Louisiana
$4.63M +$2.11M +95,462 +82%
HighTower Advisors
11
HighTower Advisors
Illinois
$4.56M +$1.06K +48 +0%
AUB
12
Atlantic Union Bankshares
Virginia
$4.42M +$336K +15,181 +8%
Lido Advisors
13
Lido Advisors
California
$4.4M
PWP
14
Precedent Wealth Partners
Texas
$4.06M +$239K +10,784 +6%
CVA
15
Central Valley Advisors
California
$3.94M -$52.9K -2,392 -1%
MA
16
MONECO Advisors
Connecticut
$3.55M +$456K +20,619 +15%
LPT
17
Legacy Private Trust
Wisconsin
$3.2M +$491K +22,188 +18%
KAS
18
Kestra Advisory Services
Texas
$2.82M +$18.1K +816 +0.6%
CIM
19
Confluence Investment Management
Missouri
$2.68M -$40.4K -1,826 -1%
Jones Financial Companies
20
Jones Financial Companies
Missouri
$2.59M +$284K +12,822 +12%
PWM
21
Parkway Wealth Management
Texas
$2.49M +$149K +6,756 +6%
KFI
22
Key Financial Inc
Pennsylvania
$2.48M -$281K -12,715 -10%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$2.31M +$83.9K +3,792 +4%
IWP
24
Insight Wealth Partners
Texas
$2.26M
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$2.08M +$25.4K +1,148 +1%

BSMU Hedge Fund Activity: Q1 2026 in Review

95 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2030 Municipal Bond ETF (BSMU) for Q1 2026, worth a combined $162M — up 3% from $157M a quarter earlier.

Fund positioning in BSMU was balanced in Q1 2026: 12 funds opened new positions, 12 closed out, 45 added to existing stakes and 20 trimmed.

The largest buyer was NewEdge Advisors, adding an estimated $2.11M. The largest seller was Jane Street, cutting an estimated $1.93M.

  • 95 institutional investors held Invesco BulletShares 2030 Municipal Bond ETF (BSMU) as of Q1 2026, down from 96 in Q4 2025.
  • Funds reported $162M of Invesco BulletShares 2030 Municipal Bond ETF stock for Q1 2026, up 3% quarter-over-quarter.
  • 12 funds opened new Invesco BulletShares 2030 Municipal Bond ETF positions in Q1 2026 and 12 closed out, a net change of 0 holders.
  • The largest Invesco BulletShares 2030 Municipal Bond ETF buyer in Q1 2026 was NewEdge Advisors, an estimated $2.11M added.
  • The largest Invesco BulletShares 2030 Municipal Bond ETF seller in Q1 2026 was Jane Street, an estimated $1.93M sold.

Based on aggregated 13F filings for Q1 2026.