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Invesco BulletShares 2030 Municipal Bond ETF
BSMU

96 hedge funds and large institutions have $157M invested in Invesco BulletShares 2030 Municipal Bond ETF in 2025 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 48 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 15

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

25% more capital invested

Capital invested by funds: $126M → $157M (+$31M)

8% more funds holding

Funds holding: 89 → 96 (+7)

1.09% more ownership

Funds ownership: 70.56% → 71.65% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
96
Holders Change
+7
Holders Change %
+7.87%
% 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
16
Increased
48
Reduced
15
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HBT
Hills Bank & Trust
Iowa
+$4.13M
2
Morgan Stanley
Morgan Stanley
New York
+$3.28M
3
Invesco
Invesco
Georgia
+$2.59M
4
NA
NewEdge Advisors
Louisiana
+$2.16M
5
Jane Street
Jane Street
New York
+$2.09M

Top Sellers

1
OMC
Old Mission Capital
Illinois
-$1.45M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.18M
3
JP Morgan Chase
JP Morgan Chase
New York
-$546K
4
APA
Astoria Portfolio Advisors
New York
-$522K
5
IWC
Integrated Wealth Concepts
Massachusetts
-$522K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
26
AE Wealth Management
Kansas
$2.2M -$36.8K -1,671 -2%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$2.08M +$632K +28,703 +44%
ADL
28
Asset Dedication LLC
California
$1.77M +$411K +18,657 +30%
EFP
29
Envision Financial Planning
Tennessee
$1.71M +$15.4K +699 +0.9%
MML Investors Services
30
MML Investors Services
Massachusetts
$1.65M +$580K +26,361 +54%
VA
31
VestGen Advisors
Illinois
$1.46M -$167K -7,572 -10%
EC
32
Elequin Capital
New York
$1.45M +$1.45M +65,980 New
Focus Partners Wealth
33
Focus Partners Wealth
Massachusetts
$1.43M +$288K +13,086 +25%
CAM
34
Clark Asset Management
New Hampshire
$1.42M +$12.4K +564 +0.9%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$1.41M -$1.18M -53,628 -46%
CCW
36
Coastline Complete Wealth
South Carolina
$1.38M +$1.38M +62,641 New
FNB
37
Farmers National Bank
Kentucky
$1.34M +$45.6K +2,073 +4%
S
38
SignatureFD
Georgia
$1.11M +$59.9K +2,722 +6%
IWC
39
Integrated Wealth Concepts
Massachusetts
$1.05M -$522K -23,710 -33%
Osaic Holdings
40
Osaic Holdings
Arizona
$1.03M +$34.1K +1,550 +3%
SVWA
41
Sarver Vrooman Wealth Advisors
Missouri
$855K – – –
HNB
42
Huntington National Bank
Ohio
$796K – – –
ACM
43
AlphaStar Capital Management
North Carolina
$791K +$790K +35,917 New
SFA
44
Sequoia Financial Advisors
Ohio
$776K +$775K +35,225 New
MWM
45
Marietta Wealth Management
Georgia
$719K – – –
CAPTRUST Financial Advisors
46
CAPTRUST Financial Advisors
North Carolina
$712K +$1.45K +66 +0.2%
KOC
47
Koss-Olinger Consulting
Florida
$665K – – –
AA
48
Addison Advisors
Vermont
$640K -$3.74K -170 -0.6%
Stifel Financial
49
Stifel Financial
Missouri
$611K -$72.4K -3,288 -11%
MWM
50
Meridian Wealth Management
Kentucky
$604K +$200K +9,086 +50%
1
2
3 4 5

BSMU Hedge Fund Activity: Q4 2025 in Review

96 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2030 Municipal Bond ETF (BSMU) for Q4 2025, worth a combined $157M — up 25% from $126M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new BSMU positions and 7 closed out — a net gain of 9 holders — while 48 added to existing stakes and 15 trimmed.

The largest buyer was Hills Bank & Trust, adding an estimated $4.13M. The largest seller was Old Mission Capital, exiting entirely with an estimated $1.45M sold.

  • 96 institutional investors held Invesco BulletShares 2030 Municipal Bond ETF (BSMU) as of Q4 2025, up from 89 in Q3 2025.
  • Funds reported $157M of Invesco BulletShares 2030 Municipal Bond ETF stock for Q4 2025, up 25% quarter-over-quarter.
  • 16 funds opened new Invesco BulletShares 2030 Municipal Bond ETF positions in Q4 2025 and 7 closed out, a net change of +9 holders.
  • The largest Invesco BulletShares 2030 Municipal Bond ETF buyer in Q4 2025 was Hills Bank & Trust, an estimated $4.13M added.
  • The largest Invesco BulletShares 2030 Municipal Bond ETF seller in Q4 2025 was Old Mission Capital, an estimated $1.45M sold.

Based on aggregated 13F filings for Q4 2025.