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Invesco BulletShares 2030 Municipal Bond ETF
BSMU

89 hedge funds and large institutions have $126M invested in Invesco BulletShares 2030 Municipal Bond ETF in 2025 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 43 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 4

139% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 18

18% more capital invested

Capital invested by funds: $106M → $126M (+$19.5M)

11% more funds holding

Funds holding: 80 → 89 (+9)

5.04% more ownership

Funds ownership: 65.51% → 70.56% (+5%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
89
Holders Change
+9
Holders Change %
+11.25%
% 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
14
Increased
43
Reduced
18
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CVA
Central Valley Advisors
California
+$3.91M
2
HBT
Hills Bank & Trust
Iowa
+$2.75M
3
SWA
Stratos Wealth Advisors
Ohio
+$2.65M
4
Lido Advisors
Lido Advisors
California
+$1.78M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.58M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$2.84M
2
CIM
Confluence Investment Management
Missouri
-$2.47M
3
PA
Pineridge Advisors
Missouri
-$1.84M
4
MLA
MB, Levis & Associates
Pennsylvania
-$1.41M
5
EC
Elequin Capital
New York
-$1.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
VA
26
VestGen Advisors
Illinois
$1.62M -$80.1K -3,690 -5%
IWC
27
Integrated Wealth Concepts
Massachusetts
$1.56M +$521K +23,985 +51%
OMC
28
Old Mission Capital
Illinois
$1.45M +$1.44M +66,334 New
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$1.44M +$209K +9,635 +17%
CAM
30
Clark Asset Management
New Hampshire
$1.4M +$393K +18,087 +39%
ADL
31
Asset Dedication LLC
California
$1.35M +$50.4K +2,320 +4%
FNB
32
Farmers National Bank
Kentucky
$1.29M +$19.5K +897 +2%
Focus Partners Wealth
33
Focus Partners Wealth
Massachusetts
$1.14M +$1.13M +51,930 New
MML Investors Services
34
MML Investors Services
Massachusetts
$1.07M +$36.5K +1,683 +4%
S
35
SignatureFD
Georgia
$1.04M +$603K +27,764 +140%
Osaic Holdings
36
Osaic Holdings
Arizona
$979K -$12.3K -567 -1%
SVWA
37
Sarver Vrooman Wealth Advisors
Missouri
$851K +$13.8K +637 +2%
SFG
38
Sterling Financial Group
California
$772K +$165K +7,621 +28%
HNB
39
Huntington National Bank
Ohio
$738K – – –
MWM
40
Marietta Wealth Management
Georgia
$716K +$202K +9,317 +40%
CAPTRUST Financial Advisors
41
CAPTRUST Financial Advisors
North Carolina
$707K +$185K +8,533 +36%
Stifel Financial
42
Stifel Financial
Missouri
$680K -$38K -1,752 -5%
KOC
43
Koss-Olinger Consulting
Florida
$649K – – –
AA
44
Addison Advisors
Vermont
$641K -$3.91K -180 -0.6%
NA
45
Nestegg Advisors
New York
$552K +$82.3K +3,793 +18%
JP Morgan Chase
46
JP Morgan Chase
New York
$546K +$541K +24,904 New
CFGA
47
Cambridge Financial Group (Arizona)
Arizona
$535K +$530K +24,406 New
HWM
48
Horizons Wealth Management
North Carolina
$533K – – –
TF
49
TLWM Financial
Texas
$524K -$4.41K -203 -0.8%
APA
50
Astoria Portfolio Advisors
New York
$522K +$64.1K +2,952 +14%
1
2
3 4

BSMU Hedge Fund Activity: Q3 2025 in Review

89 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2030 Municipal Bond ETF (BSMU) for Q3 2025, worth a combined $126M — up 18% from $106M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new BSMU positions and 4 closed out — a net gain of 10 holders — while 43 added to existing stakes and 18 trimmed.

The largest buyer was Central Valley Advisors, opening a new position worth an estimated $3.91M. The largest seller was Jane Street, cutting an estimated $2.84M.

  • 89 institutional investors held Invesco BulletShares 2030 Municipal Bond ETF (BSMU) as of Q3 2025, up from 80 in Q2 2025.
  • Funds reported $126M of Invesco BulletShares 2030 Municipal Bond ETF stock for Q3 2025, up 18% quarter-over-quarter.
  • 14 funds opened new Invesco BulletShares 2030 Municipal Bond ETF positions in Q3 2025 and 4 closed out, a net change of +10 holders.
  • The largest Invesco BulletShares 2030 Municipal Bond ETF buyer in Q3 2025 was Central Valley Advisors, an estimated $3.91M added.
  • The largest Invesco BulletShares 2030 Municipal Bond ETF seller in Q3 2025 was Jane Street, an estimated $2.84M sold.

Based on aggregated 13F filings for Q3 2025.