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Invesco BulletShares 2030 Municipal Bond ETF
BSMU

Overview Fund Activity

80 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 9 funds opening new positions, 37 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
Holders Change
+2
Holders Change %
+2.56%
% of All Funds
1.07%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
9
Increased
37
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWA
Stratos Wealth Advisors
Ohio
+$1.7M
2
EC
Elequin Capital
New York
+$1.02M
3
MA
MONECO Advisors
Connecticut
+$899K
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$833K
5
KOC
Koss-Olinger Consulting
Florida
+$649K

Top Sellers

1
HBT
Hills Bank & Trust
Iowa
-$4.79M
2
EFP
Envision Financial Planning
Tennessee
-$2.44M
3
Jane Street
Jane Street
New York
-$1.6M
4
Raymond James Financial
Raymond James Financial
Florida
-$1.29M
5
Wells Fargo
Wells Fargo
California
-$888K
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
51
Nestegg Advisors
New York
$460K +$86.9K +4,041 +23%
APA
52
Astoria Portfolio Advisors
New York
$447K +$447K +20,809 New
S
53
SignatureFD
Georgia
$426K – – –
MWM
54
Meridian Wealth Management
Kentucky
$394K +$127K +5,893 +47%
WWA
55
Wingate Wealth Advisors
Massachusetts
$350K +$2.65K +123 +0.8%
LCC
56
Lincoln Capital Corp
Rhode Island
$323K -$74.6K -3,471 -19%
JCM
57
Jacobi Capital Management
Pennsylvania
$286K +$60.2K +2,800 +27%
MWA
58
Midland Wealth Advisors
Illinois
$272K – – –
BPA
59
Beacon Pointe Advisors
California
$255K -$84.9K -3,950 -25%
Susquehanna International Group
60
Susquehanna International Group
Pennsylvania
$251K +$251K +11,695 New
JWCA
61
J.W. Cole Advisors
Florida
$232K +$903 +42 +0.4%
PFS
62
Prospera Financial Services
Texas
$224K – – –
OFG
63
Opulen Financial Group
Virginia
$209K +$1.29K +60 +0.6%
AAS
64
Avantax Advisory Services
Texas
$205K +$205K +9,529 New
GCA
65
Gradient Capital Advisors
California
$202K – – –
CBT
66
Crews Bank & Trust
Florida
$196K – – –
YP
67
YANKCOM Partnership
South Dakota
$170K +$170K +7,900 New
KOCAA
68
Knights of Columbus Asset Advisors
Connecticut
$162K – – –
CAL
69
Capital Analysts LLC
Pennsylvania
$141K – – –
LFG
70
Larson Financial Group
Missouri
$125K – – –
ACA
71
Aptus Capital Advisors
Alabama
$123K +$925 +43 +0.8%
FCAS
72
First Command Advisory Services
Texas
$108K +$23.9K +1,112 +28%
PS
73
Principal Securities
Iowa
$69.6K -$26.6K -1,237 -28%
NA
74
NewEdge Advisors
Louisiana
$55.9K – – –
FFA
75
Farther Finance Advisors
California
$33.7K +$33.7K +1,567 New
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3
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