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Invesco BulletShares 2030 Municipal Bond ETF
BSMU

89 hedge funds and large institutions have $126M invested in Invesco BulletShares 2030 Municipal Bond ETF in 2025 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 43 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 4

139% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 18

18% more capital invested

Capital invested by funds: $106M → $126M (+$19.5M)

11% more funds holding

Funds holding: 80 → 89 (+9)

5.04% more ownership

Funds ownership: 65.51% → 70.56% (+5%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
89
Holders Change
+9
Holders Change %
+11.25%
% of All Funds
1.17%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
14
Increased
43
Reduced
18
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CVA
Central Valley Advisors
California
+$3.91M
2
HBT
Hills Bank & Trust
Iowa
+$2.75M
3
SWA
Stratos Wealth Advisors
Ohio
+$2.65M
4
Lido Advisors
Lido Advisors
California
+$1.78M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.58M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$2.84M
2
CIM
Confluence Investment Management
Missouri
-$2.47M
3
PA
Pineridge Advisors
Missouri
-$1.84M
4
MLA
MB, Levis & Associates
Pennsylvania
-$1.41M
5
EC
Elequin Capital
New York
-$1.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$496K +$14.1K +649 +3%
SG
52
StoneX Group
New York
$483K -$37.5K -1,727 -7%
BPA
53
Beacon Pointe Advisors
California
$423K +$162K +7,452 +63%
NA
54
NewEdge Advisors
Louisiana
$406K +$345K +15,902 +612%
MWM
55
Meridian Wealth Management
Kentucky
$402K – – –
SA
56
Sanctuary Advisors
Indiana
$394K +$390K +17,973 New
WWA
57
Wingate Wealth Advisors
Massachusetts
$359K +$2.58K +119 +0.7%
JCM
58
Jacobi Capital Management
Pennsylvania
$349K +$57.5K +2,650 +20%
AWM
59
Avior Wealth Management
Nebraska
$344K -$157K -7,235 -32%
PA
60
Pineridge Advisors
Missouri
$312K -$1.84M -84,944 -86%
KBFS
61
Kohmann Bosshard Financial Services
Ohio
$312K +$309K +14,232 New
MWA
62
Midland Wealth Advisors
Illinois
$277K – – –
HGA
63
Hobbs Group Advisors
South Carolina
$273K +$270K +12,455 New
CA
64
CGN Advisors
Kansas
$244K -$360K -16,567 -60%
LCC
65
Lincoln Capital Corp
Rhode Island
$233K -$94.8K -4,369 -29%
PFS
66
Prospera Financial Services
Texas
$228K – – –
Cetera Investment Advisers
67
Cetera Investment Advisers
Illinois
$225K +$222K +10,244 New
Jane Street
68
Jane Street
New York
$219K -$2.84M -130,833 -93%
JWCA
69
J.W. Cole Advisors
Florida
$218K -$17.8K -820 -8%
OFG
70
Opulen Financial Group
Virginia
$214K +$1.24K +57 +0.6%
NFG
71
Nations Financial Group
Iowa
$208K +$206K +9,496 New
GCA
72
Gradient Capital Advisors
California
$206K – – –
HIP
73
HUB Investment Partners
Texas
$201K +$200K +9,190 New
CBT
74
Crews Bank & Trust
Florida
$200K – – –
HI
75
Harbour Investments
Wisconsin
$194K +$187K +8,594 +3,207%
1 2
3
4

BSMU Hedge Fund Activity: Q3 2025 in Review

89 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2030 Municipal Bond ETF (BSMU) for Q3 2025, worth a combined $126M — up 18% from $106M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new BSMU positions and 4 closed out — a net gain of 10 holders — while 43 added to existing stakes and 18 trimmed.

The largest buyer was Central Valley Advisors, opening a new position worth an estimated $3.91M. The largest seller was Jane Street, cutting an estimated $2.84M.

  • 89 institutional investors held Invesco BulletShares 2030 Municipal Bond ETF (BSMU) as of Q3 2025, up from 80 in Q2 2025.
  • Funds reported $126M of Invesco BulletShares 2030 Municipal Bond ETF stock for Q3 2025, up 18% quarter-over-quarter.
  • 14 funds opened new Invesco BulletShares 2030 Municipal Bond ETF positions in Q3 2025 and 4 closed out, a net change of +10 holders.
  • The largest Invesco BulletShares 2030 Municipal Bond ETF buyer in Q3 2025 was Central Valley Advisors, an estimated $3.91M added.
  • The largest Invesco BulletShares 2030 Municipal Bond ETF seller in Q3 2025 was Jane Street, an estimated $2.84M sold.

Based on aggregated 13F filings for Q3 2025.