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Invesco BulletShares 2030 Municipal Bond ETF
BSMU

Overview Fund Activity

79 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 8 funds opening new positions, 37 increasing their positions, 18 reducing their positions, and 6 closing their positions.

Holders
79
Holders Change
+1
Holders Change %
+1.28%
% of All Funds
1.06%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
8
Increased
37
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

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

Top Sellers

1
HBT
1
Hills Bank & Trust
Iowa
$2.53M
2
EFP
2
Envision Financial Planning
Tennessee
$1.45M
3
Jane Street
3
Jane Street
New York
$3.03M
4
Raymond James Financial
4
Raymond James Financial
Florida
$2.74M
5
Wells Fargo
5
Wells Fargo
California
$8.76M
Name Market Value Shares Shares
Change 		Shares
Change %
NA
51
Nestegg Advisors
New York
$460K 21,392 +4,041 +23%
APA
52
Astoria Portfolio Advisors
New York
$447K 20,809 +20,809 New
S
53
SignatureFD
Georgia
$426K 19,809 – –
MWM
54
Meridian Wealth Management
Kentucky
$394K 18,326 +5,893 +47%
WWA
55
Wingate Wealth Advisors
Massachusetts
$350K 16,257 +123 +0.8%
LCC
56
Lincoln Capital Corp
Rhode Island
$323K 15,017 -3,471 -19%
JCM
57
Jacobi Capital Management
Pennsylvania
$286K 13,279 +2,800 +27%
MWA
58
Midland Wealth Advisors
Illinois
$272K 12,633 – –
BPA
59
Beacon Pointe Advisors
California
$255K 11,867 -3,950 -25%
JWCA
60
J.W. Cole Advisors
Florida
$232K 10,768 +42 +0.4%
PFS
61
Prospera Financial Services
Texas
$224K 10,416 – –
OFG
62
Opulen Financial Group
Virginia
$209K 9,705 +60 +0.6%
AAS
63
Avantax Advisory Services
Texas
$205K 9,529 +9,529 New
GCA
64
Gradient Capital Advisors
California
$202K 9,381 – –
CBT
65
Crews Bank & Trust
Florida
$196K 9,110 – –
YP
66
YANKCOM Partnership
South Dakota
$170K 7,900 +7,900 New
KOCAA
67
Knights of Columbus Asset Advisors
Connecticut
$162K 7,550 – –
CAL
68
Capital Analysts LLC
Pennsylvania
$141K 6,570 – –
LFG
69
Larson Financial Group
Missouri
$125K 5,812 – –
ACA
70
Aptus Capital Advisors
Alabama
$123K 5,726 +43 +0.8%
FCAS
71
First Command Advisory Services
Texas
$108K 5,035 +1,112 +28%
PS
72
Principal Securities
Iowa
$69.6K 3,239 -1,237 -28%
NA
73
NewEdge Advisors
Louisiana
$55.9K 2,600 – –
FFA
74
Farther Finance Advisors
California
$33.7K 1,567 +1,567 New
IA
75
IFP Advisors
Florida
$23.7K 1,100 – –
1 2
3
4