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Invesco BulletShares 2030 Municipal Bond ETF
BSMU

Overview Fund Activity

78 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, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
78
Holders Change
+10
Holders Change %
+14.71%
% 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
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
$4.65M
2
UBS Group
UBS Group
Switzerland
$3.24M
3
Wells Fargo
Wells Fargo
California
$9.69M
4
PWP
Precedent Wealth Partners
Texas
$2.8M
5
SWA
Stratos Wealth Advisors
Ohio
$841K

Top Sellers

1
AI
Atria Investments
North Carolina
$240K
2
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$0
3
HNB
Huntington National Bank
Ohio
$648K
4
PAG
Private Advisor Group
New Jersey
$0
5
BFA
Bill Few Associates
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BPA
51
Beacon Pointe Advisors
California
$341K +$14.8K +685 +5%
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$301K +$27.3K +1,265 +10%
MWA
53
Midland Wealth Advisors
Illinois
$273K +$273K +12,633 New
MWM
54
Meridian Wealth Management
Kentucky
$268K +$268K +12,433 New
AI
55
Atria Investments
North Carolina
$240K -$2.56M -118,815 -91%
PFG
56
PAX Financial Group
Texas
$236K +$236K +10,959 New
JWCA
57
J.W. Cole Advisors
Florida
$231K +$231K +10,726 New
JCM
58
Jacobi Capital Management
Pennsylvania
$226K -$30.7K -1,423 -12%
PFS
59
Prospera Financial Services
Texas
$225K +$225K +10,416 New
DADC
60
D.A. Davidson & Co
Montana
$223K – – –
OFG
61
Opulen Financial Group
Virginia
$208K +$208K +9,645 New
GCA
62
Gradient Capital Advisors
California
$202K – – –
Jones Financial Companies
63
Jones Financial Companies
Missouri
$197K +$97.3K +4,516 +98%
CBT
64
Crews Bank & Trust
Florida
$197K – – –
Fidelity Investments
65
Fidelity Investments
Massachusetts
$190K +$190K +8,809 New
KOCAA
66
Knights of Columbus Asset Advisors
Connecticut
$163K – – –
CAL
67
Capital Analysts LLC
Pennsylvania
$142K +$40.3K +1,863 +40%
LFG
68
Larson Financial Group
Missouri
$125K +$125K +5,812 New
ACA
69
Aptus Capital Advisors
Alabama
$123K +$22.4K +1,040 +22%
PS
70
Principal Securities
Iowa
$97.2K – – –
CF
71
Collier Financial
Colorado
$89K -$25.2K -1,170 -22%
FCAS
72
First Command Advisory Services
Texas
$84.7K +$906 +42 +1%
NA
73
NewEdge Advisors
Louisiana
$56.1K +$56.1K +2,600 New
IA
74
IFP Advisors
Florida
$23.7K – – –
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$20K +$20K +910 New
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3
4