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Invesco BulletShares 2030 Municipal Bond ETF

79 hedge funds and large institutions have $110M invested in Invesco BulletShares 2030 Municipal Bond ETF in 2025 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 44 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 4

267% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 12

16% more funds holding

Funds holding: 6879 (+11)

11% more capital invested

Capital invested by funds: $98.9M → $110M (+$11M)

3.97% less ownership

Funds ownership: 74.24%70.27% (-4%)

Holders
79
Holders Change
+11
Holders Change %
+16.18%
% of All Funds
1.06%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
15
Increased
44
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BPA
51
Beacon Pointe Advisors
California
$341K +$14.9K +685 +5%
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$301K +$27.6K +1,265 +10%
MWA
53
Midland Wealth Advisors
Illinois
$273K +$276K +12,633 New
MWM
54
Meridian Wealth Management
Kentucky
$268K +$271K +12,433 New
SA
55
Sanctuary Advisors
Indiana
$252K -$2.64M -120,950 -91%
AI
56
Atria Investments
North Carolina
$240K -$2.59M -118,815 -91%
PFG
57
PAX Financial Group
Texas
$236K +$239K +10,959 New
JWCA
58
J.W. Cole Advisors
Florida
$231K +$234K +10,726 New
JCM
59
Jacobi Capital Management
Pennsylvania
$226K -$31K -1,423 -12%
PFS
60
Prospera Financial Services
Texas
$225K +$227K +10,416 New
DADC
61
D.A. Davidson & Co
Montana
$223K
OFG
62
Opulen Financial Group
Virginia
$208K +$210K +9,645 New
GCA
63
Gradient Capital Advisors
California
$202K
Jones Financial Companies
64
Jones Financial Companies
Missouri
$197K +$98.5K +4,516 +98%
CBT
65
Crews Bank & Trust
Florida
$197K
Fidelity Investments
66
Fidelity Investments
Massachusetts
$190K +$192K +8,809 New
KOCAA
67
Knights of Columbus Asset Advisors
Connecticut
$163K
CAL
68
Capital Analysts LLC
Pennsylvania
$142K +$40.6K +1,863 +40%
LFG
69
Larson Financial Group
Missouri
$125K +$127K +5,812 New
ACA
70
Aptus Capital Advisors
Alabama
$123K +$22.7K +1,040 +22%
PS
71
Principal Securities
Iowa
$97.2K
CF
72
Collier Financial
Colorado
$89K -$25.5K -1,170 -22%
FCAS
73
First Command Advisory Services
Texas
$84.7K +$916 +42 +1%
NA
74
NewEdge Advisors
Louisiana
$56.1K +$56.7K +2,600 New
IA
75
IFP Advisors
Florida
$23.7K

BSMU Hedge Fund Activity: Q1 2025 in Review

79 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2030 Municipal Bond ETF (BSMU) for Q1 2025, worth a combined $110M — up 11% from $98.9M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new BSMU positions and 4 closed out — a net gain of 11 holders — while 44 added to existing stakes and 12 trimmed.

The largest buyer was Jane Street, adding an estimated $2.69M. The largest seller was Sanctuary Advisors, cutting an estimated $2.64M.

  • 79 institutional investors held Invesco BulletShares 2030 Municipal Bond ETF (BSMU) as of Q1 2025, up from 68 in Q4 2024.
  • Funds reported $110M of Invesco BulletShares 2030 Municipal Bond ETF stock for Q1 2025, up 11% quarter-over-quarter.
  • 15 funds opened new Invesco BulletShares 2030 Municipal Bond ETF positions in Q1 2025 and 4 closed out, a net change of +11 holders.
  • The largest Invesco BulletShares 2030 Municipal Bond ETF buyer in Q1 2025 was Jane Street, an estimated $2.69M added.
  • The largest Invesco BulletShares 2030 Municipal Bond ETF seller in Q1 2025 was Sanctuary Advisors, an estimated $2.64M sold.

Based on aggregated 13F filings for Q1 2025.