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Invesco BulletShares 2030 Municipal Bond ETF
BSMU

Overview Fund Activity

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
–

Top Buyers

1
SWA
1
Stratos Wealth Advisors
Ohio
$2.54M
2
EC
2
Elequin Capital
New York
$1.02M
3
MA
3
MONECO Advisors
Connecticut
$2.84M
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$1.03M
5
KOC
5
Koss-Olinger Consulting
Florida
$649K

Top Sellers

1
HBT
1
Hills Bank & Trust
Iowa
$2.53M
2
EFP
2
Envision Financial Planning
Tennessee
$1.45M
3
Jane Street
3
Jane Street
New York
$3.03M
4
Raymond James Financial
4
Raymond James Financial
Florida
$2.74M
5
Wells Fargo
5
Wells Fargo
California
$8.76M
Name Market Value Shares Shares
Change 		Shares
Change %
MLA
26
MB, Levis & Associates
Pennsylvania
$1.41M 65,522 +4,754 +8%
ADL
27
Asset Dedication LLC
California
$1.28M 59,367 +21,020 +55%
FNB
28
Farmers National Bank
Kentucky
$1.24M 57,738 +1,808 +3%
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$1.21M 56,073 +3,028 +6%
Jones Financial Companies
30
Jones Financial Companies
Missouri
$1.03M 47,904 +38,761 +424%
EC
31
Elequin Capital
New York
$1.02M 47,654 +47,654 New
IWC
32
Integrated Wealth Concepts
Massachusetts
$1.02M 47,264 +9,843 +26%
MML Investors Services
33
MML Investors Services
Massachusetts
$1.01M 47,013 +5,850 +14%
CAM
34
Clark Asset Management
New Hampshire
$985K 45,804 +3,801 +9%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$965K 44,902 +1,694 +4%
HNB
36
Huntington National Bank
Ohio
– – – –
SVWA
37
Sarver Vrooman Wealth Advisors
Missouri
$821K 38,175 – –
Stifel Financial
38
Stifel Financial
Missouri
$705K 32,791 +8,632 +36%
Osaic Holdings
39
Osaic Holdings
Arizona
$679K 31,300 -11,062 -26%
KOC
40
Koss-Olinger Consulting
Florida
$649K 30,178 +30,178 New
AA
41
Addison Advisors
Vermont
$632K 29,405 +1,510 +5%
CA
42
CGN Advisors
Kansas
$596K 27,713 -28,279 -51%
SFG
43
Sterling Financial Group
California
$593K 27,604 -165 -0.6%
HWM
44
Horizons Wealth Management
North Carolina
$523K 24,327 – –
TF
45
TLWM Financial
Texas
$518K 24,116 – –
SG
46
StoneX Group
New York
$511K 23,755 -6,127 -21%
CAPTRUST Financial Advisors
47
CAPTRUST Financial Advisors
North Carolina
$510K 23,717 -3,354 -12%
MWM
48
Marietta Wealth Management
Georgia
$502K 23,327 +23,327 New
AWM
49
Avior Wealth Management
Nebraska
$493K 22,916 -20,967 -48%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$472K 21,967 +8,018 +57%
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