We are live on ! Find out more
BSMU icon

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
AWM
26
AE Wealth Management
Kansas
$2.03M -$158K -7,151 -7%
CAM
27
Clark Asset Management
New Hampshire
$1.95M +$549K +24,826 +39%
EFP
28
Envision Financial Planning
Tennessee
$1.75M +$64.3K +2,909 +4%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$1.55M +$155K +7,013 +11%
CCW
30
Coastline Complete Wealth
South Carolina
$1.51M +$145K +6,533 +10%
ADL
31
Asset Dedication LLC
California
$1.46M -$300K -13,546 -17%
Osaic Holdings
32
Osaic Holdings
Arizona
$1.45M +$439K +19,853 +42%
VA
33
VestGen Advisors
Illinois
$1.41M -$47.6K -2,150 -3%
FNB
34
Farmers National Bank
Kentucky
$1.32M -$2.52K -114 -0.2%
MML Investors Services
35
MML Investors Services
Massachusetts
$1.24M -$402K -18,178 -24%
S
36
SignatureFD
Georgia
$1.1M
IWC
37
Integrated Wealth Concepts
Massachusetts
$1.05M +$17.2K +776 +2%
HNB
38
Huntington National Bank
Ohio
$998K
WJA
39
Willis Johnson & Associates
Texas
$982K +$996K +45,023 New
CAPTRUST Financial Advisors
40
CAPTRUST Financial Advisors
North Carolina
$943K +$241K +10,916 +34%
FCM
41
Fourpath Capital Management
Oklahoma
$873K +$885K +40,000 New
SVWA
42
Sarver Vrooman Wealth Advisors
Missouri
$849K +$2.72K +123 +0.3%
ACM
43
AlphaStar Capital Management
North Carolina
$783K
PWM
44
Paulson Wealth Management
Illinois
$748K +$465K +21,030 +159%
MWM
45
Marietta Wealth Management
Georgia
$712K
Stifel Financial
46
Stifel Financial
Missouri
$711K +$107K +4,829 +17%
HWM
47
Howard Wealth Management
Connecticut
$672K +$90.6K +4,095 +15%
AA
48
Addison Advisors
Vermont
$656K +$22.3K +1,006 +3%
HI
49
Harbour Investments
Wisconsin
$625K +$42.6K +1,925 +7%
SFA
50
Sequoia Financial Advisors
Ohio
$616K -$154K -6,980 -20%

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.