BSMU icon

Invesco BulletShares 2030 Municipal Bond ETF

94 hedge funds and large institutions have $156M invested in Invesco BulletShares 2030 Municipal Bond ETF in 2025 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 47 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
94
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
26
AE Wealth Management
Kansas
$2.2M
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$2.08M
ADL
28
Asset Dedication LLC
California
$1.77M
EFP
29
Envision Financial Planning
Tennessee
$1.71M
MML Investors Services
30
MML Investors Services
Massachusetts
$1.65M
VA
31
VestGen Advisors
Illinois
$1.46M
EC
32
Elequin Capital
New York
$1.45M
Focus Partners Wealth
33
Focus Partners Wealth
Massachusetts
$1.43M
CAM
34
Clark Asset Management
New Hampshire
$1.42M
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$1.41M
CCWL
36
Coastline Complete Wealth LLC
South Carolina
$1.38M
S
37
SignatureFD
Georgia
$1.11M
IWC
38
Integrated Wealth Concepts
Massachusetts
$1.05M
Osaic Holdings
39
Osaic Holdings
Arizona
$1.03M
SVWA
40
Sarver Vrooman Wealth Advisors
Missouri
$855K
HNB
41
Huntington National Bank
Ohio
$796K
ACM
42
AlphaStar Capital Management
North Carolina
$791K
SFA
43
Sequoia Financial Advisors
Ohio
$776K
MWM
44
Marietta Wealth Management
Georgia
$719K
CAPTRUST Financial Advisors
45
CAPTRUST Financial Advisors
North Carolina
$712K
KOC
46
Koss-Olinger Consulting
Florida
$665K
AA
47
Addison Advisors
Vermont
$640K
Stifel Financial
48
Stifel Financial
Missouri
$611K
MWM
49
Meridian Wealth Management
Kentucky
$604K
HI
50
Harbour Investments
Wisconsin
$589K