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Invesco BulletShares 2030 Municipal Bond ETF
BSMU

80 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 9 funds opening new positions, 38 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 17

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

1% more funds holding

Funds holding: 79 → 80 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3% less capital invested

Capital invested by funds: $110M → $106M (-$3.36M)

4.76% less ownership

Funds ownership: 70.27% → 65.51% (-4.8%)

Holders
80
Holders Change
+1
Holders Change %
+1.27%
% of All Funds
1.05%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
9
Increased
38
Reduced
17
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SWA
Stratos Wealth Advisors
Ohio
+$1.69M
2
EC
Elequin Capital
New York
+$1.02M
3
MA
MONECO Advisors
Connecticut
+$893K
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$828K
5
KOC
Koss-Olinger Consulting
Florida
+$644K

Top Sellers

Rank Fund Capital Flow
1
HBT
Hills Bank & Trust
Iowa
-$4.76M
2
EFP
Envision Financial Planning
Tennessee
-$2.42M
3
Jane Street
Jane Street
New York
-$1.59M
4
Raymond James Financial
Raymond James Financial
Florida
-$1.28M
5
Wells Fargo
Wells Fargo
California
-$882K
Name Holding Trade Value Shares
Change 		Change in
Stake
MLA
26
MB, Levis & Associates
Pennsylvania
$1.41M +$102K +4,754 +8%
ADL
27
Asset Dedication LLC
California
$1.28M +$449K +21,020 +55%
FNB
28
Farmers National Bank
Kentucky
$1.24M +$38.6K +1,808 +3%
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$1.21M +$64.7K +3,028 +6%
Jones Financial Companies
30
Jones Financial Companies
Missouri
$1.03M +$828K +38,761 +424%
EC
31
Elequin Capital
New York
$1.02M +$1.02M +47,654 New
IWC
32
Integrated Wealth Concepts
Massachusetts
$1.02M +$210K +9,843 +26%
MML Investors Services
33
MML Investors Services
Massachusetts
$1.01M +$125K +5,850 +14%
Osaic Holdings
34
Osaic Holdings
Arizona
$985K +$73.6K +3,449 +8%
CAM
35
Clark Asset Management
New Hampshire
$985K +$81.2K +3,801 +9%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$965K +$36.2K +1,694 +4%
HNB
37
Huntington National Bank
Ohio
$822K – – –
SVWA
38
Sarver Vrooman Wealth Advisors
Missouri
$821K – – –
Stifel Financial
39
Stifel Financial
Missouri
$705K +$184K +8,632 +36%
KOC
40
Koss-Olinger Consulting
Florida
$649K +$644K +30,178 New
AA
41
Addison Advisors
Vermont
$632K +$32.2K +1,510 +5%
CA
42
CGN Advisors
Kansas
$596K -$604K -28,279 -51%
SFG
43
Sterling Financial Group
California
$593K -$3.52K -165 -0.6%
HWM
44
Horizons Wealth Management
North Carolina
$523K – – –
TF
45
TLWM Financial
Texas
$518K – – –
SG
46
StoneX Group
New York
$511K -$131K -6,127 -21%
CAPTRUST Financial Advisors
47
CAPTRUST Financial Advisors
North Carolina
$510K -$71.6K -3,354 -12%
MWM
48
Marietta Wealth Management
Georgia
$502K +$498K +23,327 New
AWM
49
Avior Wealth Management
Nebraska
$493K -$448K -20,967 -48%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$472K +$171K +8,018 +57%
1
2
3 4

BSMU Hedge Fund Activity: Q2 2025 in Review

80 of the 7,597 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2030 Municipal Bond ETF (BSMU) for Q2 2025, worth a combined $106M — down 3.1% from $110M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new BSMU positions and 7 closed out — a net gain of 2 holders — while 38 added to existing stakes and 17 trimmed.

The largest buyer was Stratos Wealth Advisors, adding an estimated $1.69M. The largest seller was Hills Bank & Trust, cutting an estimated $4.76M.

  • 80 institutional investors held Invesco BulletShares 2030 Municipal Bond ETF (BSMU) as of Q2 2025, up from 79 in Q1 2025.
  • Funds reported $106M of Invesco BulletShares 2030 Municipal Bond ETF stock for Q2 2025, down 3.1% quarter-over-quarter.
  • 9 funds opened new Invesco BulletShares 2030 Municipal Bond ETF positions in Q2 2025 and 7 closed out, a net change of +2 holders.
  • The largest Invesco BulletShares 2030 Municipal Bond ETF buyer in Q2 2025 was Stratos Wealth Advisors, an estimated $1.69M added.
  • The largest Invesco BulletShares 2030 Municipal Bond ETF seller in Q2 2025 was Hills Bank & Trust, an estimated $4.76M sold.

Based on aggregated 13F filings for Q2 2025.