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Invesco BulletShares 2030 Municipal Bond ETF
BSMU

106 hedge funds and large institutions have $177M invested in Invesco BulletShares 2030 Municipal Bond ETF in 2026 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 41 increasing their positions, 24 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

280% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 5

71% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 24

12% more funds holding

Funds holding: 95 → 106 (+11)

10% more capital invested

Capital invested by funds: $162M → $177M (+$15.6M)

1.13% more ownership

Funds ownership: 66.39% → 67.52% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
106
Holders Change
+11
Holders Change %
+11.58%
% of All Funds
1.28%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
19
Increased
41
Reduced
24
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KCM
Kathmere Capital Management
Pennsylvania
+$6.04M
2
HighTower Advisors
HighTower Advisors
Illinois
+$1.45M
3
MWM
Mission Wealth Management
California
+$1.12M
4
AUB
Atlantic Union Bankshares
Virginia
+$1.07M
5
IWC
Integrated Wealth Concepts
Massachusetts
+$823K

Top Sellers

Rank Fund Capital Flow
1
HBT
Hills Bank & Trust
Iowa
-$1.22M
2
UBS Group
UBS Group
Switzerland
-$1.03M
3
KFI
Key Financial Inc
Pennsylvania
-$718K
4
AWM
AE Wealth Management
Kansas
-$442K
5
AA
Addison Advisors
Vermont
-$439K
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$2.26M +$165K +7,517 +8%
Osaic Holdings
27
Osaic Holdings
Arizona
$1.97M +$512K +23,395 +35%
IWC
28
Integrated Wealth Concepts
Massachusetts
$1.88M +$823K +37,583 +78%
EFP
29
Envision Financial Planning
Tennessee
$1.81M +$54K +2,463 +3%
KFI
30
Key Financial Inc
Pennsylvania
$1.78M -$718K -32,767 -29%
VA
31
VestGen Advisors
Illinois
$1.67M +$263K +11,988 +19%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$1.62M +$60.1K +2,743 +4%
AWM
33
AE Wealth Management
Kansas
$1.59M -$442K -20,187 -22%
MML Investors Services
34
MML Investors Services
Massachusetts
$1.54M +$292K +13,343 +23%
ADL
35
Asset Dedication LLC
California
$1.42M -$42.9K -1,957 -3%
FNB
36
Farmers National Bank
Kentucky
$1.35M +$22.4K +1,024 +2%
HNB
37
Huntington National Bank
Ohio
$1.27M – – –
MWM
38
Mission Wealth Management
California
$1.12M +$1.12M +50,984 New
S
39
SignatureFD
Georgia
$1.1M – – –
WJA
40
Willis Johnson & Associates
Texas
$994K +$7.1K +324 +0.7%
JCM
41
Jacobi Capital Management
Pennsylvania
$985K +$559K +25,500 +131%
CAPTRUST Financial Advisors
42
CAPTRUST Financial Advisors
North Carolina
$960K +$12.7K +581 +1%
FCM
43
Fourpath Capital Management
Oklahoma
$877K – – –
SVWA
44
Sarver Vrooman Wealth Advisors
Missouri
$854K +$1.69K +77 +0.2%
Stifel Financial
45
Stifel Financial
Missouri
$809K +$95K +4,338 +13%
ACM
46
AlphaStar Capital Management
North Carolina
$778K -$8.85K -404 -1%
PWM
47
Paulson Wealth Management
Illinois
$751K +$307 +14 +0%
MWM
48
Marietta Wealth Management
Georgia
$716K – – –
WPC
49
Wedmont Private Capital
Pennsylvania
$708K +$709K +32,350 New
IAS
50
IMA Advisory Services
Colorado
$682K +$682K +31,126 New
1
2
3 4 5

BSMU Hedge Fund Activity: Q2 2026 in Review

106 of the 8,274 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2030 Municipal Bond ETF (BSMU) for Q2 2026, worth a combined $177M — up 9.6% from $162M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new BSMU positions and 5 closed out — a net gain of 14 holders — while 41 added to existing stakes and 24 trimmed.

The largest buyer was Kathmere Capital Management, opening a new position worth an estimated $6.04M. The largest seller was Hills Bank & Trust, cutting an estimated $1.22M.

  • 106 institutional investors held Invesco BulletShares 2030 Municipal Bond ETF (BSMU) as of Q2 2026, up from 95 in Q1 2026.
  • Funds reported $177M of Invesco BulletShares 2030 Municipal Bond ETF stock for Q2 2026, up 9.6% quarter-over-quarter.
  • 19 funds opened new Invesco BulletShares 2030 Municipal Bond ETF positions in Q2 2026 and 5 closed out, a net change of +14 holders.
  • The largest Invesco BulletShares 2030 Municipal Bond ETF buyer in Q2 2026 was Kathmere Capital Management, an estimated $6.04M added.
  • The largest Invesco BulletShares 2030 Municipal Bond ETF seller in Q2 2026 was Hills Bank & Trust, an estimated $1.22M sold.

Based on aggregated 13F filings for Q2 2026.