BSMU icon

Invesco BulletShares 2030 Municipal Bond ETF
BSMU

Overview Fund Activity

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, 37 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
Holders Change
+2
Holders Change %
+2.56%
% of All Funds
1.07%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
9
Increased
37
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

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

Top Sellers

1
HBT
Hills Bank & Trust
Iowa
$2.53M
2
EFP
Envision Financial Planning
Tennessee
$1.45M
3
Jane Street
Jane Street
New York
$3.03M
4
Raymond James Financial
Raymond James Financial
Florida
$2.74M
5
Wells Fargo
Wells Fargo
California
$8.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
MLA
26
MB, Levis & Associates
Pennsylvania
$1.41M +$102K +4,754 +8%
ADL
27
Asset Dedication LLC
California
$1.28M +$452K +21,020 +55%
FNB
28
Farmers National Bank
Kentucky
$1.24M +$38.9K +1,808 +3%
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$1.21M +$65.1K +3,028 +6%
Jones Financial Companies
30
Jones Financial Companies
Missouri
$1.03M +$833K +38,761 +424%
EC
31
Elequin Capital
New York
$1.02M +$1.02M +47,654 New
IWC
32
Integrated Wealth Concepts
Massachusetts
$1.02M +$212K +9,843 +26%
MML Investors Services
33
MML Investors Services
Massachusetts
$1.01M +$126K +5,850 +14%
CAM
34
Clark Asset Management
New Hampshire
$985K +$81.7K +3,801 +9%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$965K +$36.4K +1,694 +4%
HNB
36
Huntington National Bank
Ohio
$822K -$648K – –
SVWA
37
Sarver Vrooman Wealth Advisors
Missouri
$821K – – –
Stifel Financial
38
Stifel Financial
Missouri
$705K +$186K +8,632 +36%
Osaic Holdings
39
Osaic Holdings
Arizona
$679K -$240K -11,062 -26%
KOC
40
Koss-Olinger Consulting
Florida
$649K +$649K +30,178 New
AA
41
Addison Advisors
Vermont
$632K +$32.5K +1,510 +5%
CA
42
CGN Advisors
Kansas
$596K -$608K -28,279 -51%
SFG
43
Sterling Financial Group
California
$593K -$3.55K -165 -0.6%
HWM
44
Horizons Wealth Management
North Carolina
$523K – – –
TF
45
TLWM Financial
Texas
$518K – – –
SG
46
StoneX Group
New York
$511K -$132K -6,127 -21%
CAPTRUST Financial Advisors
47
CAPTRUST Financial Advisors
North Carolina
$510K -$72.1K -3,354 -12%
MWM
48
Marietta Wealth Management
Georgia
$502K +$502K +23,327 New
AWM
49
Avior Wealth Management
Nebraska
$493K -$451K -20,967 -48%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$472K +$172K +8,018 +57%
1
2
3 4