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Invesco BulletShares 2030 Municipal Bond ETF
BSMU

Overview Fund Activity

78 hedge funds and large institutions have $110M invested in Invesco BulletShares 2030 Municipal Bond ETF in 2025 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 44 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
78
Holders Change
+10
Holders Change %
+14.71%
% of All Funds
1.06%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
15
Increased
44
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
$4.65M
2
UBS Group
UBS Group
Switzerland
$3.24M
3
Wells Fargo
Wells Fargo
California
$9.69M
4
PWP
Precedent Wealth Partners
Texas
$2.8M
5
SWA
Stratos Wealth Advisors
Ohio
$841K

Top Sellers

1
AI
Atria Investments
North Carolina
$240K
2
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$0
3
HNB
Huntington National Bank
Ohio
$648K
4
PAG
Private Advisor Group
New Jersey
$0
5
BFA
Bill Few Associates
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
26
CGN Advisors
Kansas
$1.21M -$1.77K -82 -0.1%
FNB
27
Farmers National Bank
Kentucky
$1.21M +$42.1K +1,951 +4%
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$1.14M +$387K +17,919 +51%
AWM
29
Avior Wealth Management
Nebraska
$947K -$54K -2,500 -5%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$932K +$4.31K +200 +0.5%
Osaic Holdings
31
Osaic Holdings
Arizona
$914K +$267K +12,378 +41%
CAM
32
Clark Asset Management
New Hampshire
$906K +$6.37K +295 +0.7%
MML Investors Services
33
MML Investors Services
Massachusetts
$888K +$517K +23,984 +140%
SWA
34
Stratos Wealth Advisors
Ohio
$841K +$841K +38,954 New
ADL
35
Asset Dedication LLC
California
$828K +$58.5K +2,713 +8%
SVWA
36
Sarver Vrooman Wealth Advisors
Missouri
$824K +$824K +38,175 New
IWC
37
Integrated Wealth Concepts
Massachusetts
$808K -$169K -7,811 -17%
HNB
38
Huntington National Bank
Ohio
$648K -$505K – –
SG
39
StoneX Group
New York
$645K +$24.5K +1,134 +4%
AA
40
Addison Advisors
Vermont
$602K +$18K +835 +3%
SFG
41
Sterling Financial Group
California
$599K +$58.4K +2,705 +11%
CAPTRUST Financial Advisors
42
CAPTRUST Financial Advisors
North Carolina
$584K +$83.9K +3,887 +17%
HWM
43
Horizons Wealth Management
North Carolina
$525K – – –
Stifel Financial
44
Stifel Financial
Missouri
$521K +$144K +6,655 +38%
TF
45
TLWM Financial
Texas
$520K +$2.96K +137 +0.6%
HGA
46
Hobbs Group Advisors
South Carolina
$448K -$2.14K -99 -0.5%
S
47
SignatureFD
Georgia
$427K +$427K +19,809 New
LCC
48
Lincoln Capital Corp
Rhode Island
$399K -$152K -7,028 -28%
NA
49
Nestegg Advisors
New York
$374K +$144K +6,661 +62%
WWA
50
Wingate Wealth Advisors
Massachusetts
$348K +$150K +6,963 +76%
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