Invesco BulletShares 2030 Municipal Bond ETF
BSMU
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.
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: 68 → 79 (+11)
11% more capital invested
Capital invested by funds: $98.9M → $110M (+$11M)
3.97% less ownership
Funds ownership: 74.24% → 70.27% (-4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$2.69M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$2.35M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$1.37M |
| 4 |
PWP
Precedent Wealth Partners
Houston,
Texas
|
+$1.21M |
| 5 |
SWA
Stratos Wealth Advisors
Beachwood,
Ohio
|
+$850K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SA
Sanctuary Advisors
Indianapolis,
Indiana
|
-$2.64M |
| 2 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$2.59M |
| 3 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
-$1.82M |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$301K |
| 5 |
BFA
Bill Few Associates
Pittsburgh,
Pennsylvania
|
-$201K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $20K | +$19.8K | +910 | New |
|
|
HI
77
Harbour Investments
Madison,
Wisconsin
| $13.3K | +$13.5K | +617 | New |
|
|
AF
78
Advisornet Financial
Minnetonka,
Minnesota
| $6.65K | – | – | – |
|
79
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $5.53K | +$22 | +1 | +0.4% |
|
|
GFPC
80
Global Financial Private Client
Sarasota,
Florida
| $5.37K | -$10.3K | -471 | -65% |
|
|
81
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
| – | -$1.82M | -83,994 | Closed |
|
|
PAG
82
Private Advisor Group
Morristown,
New Jersey
| – | -$301K | -13,874 | Closed |
|
|
BFA
83
Bill Few Associates
Pittsburgh,
Pennsylvania
| – | -$201K | -9,240 | Closed |
|
|
YP
84
YANKCOM Partnership
Yankton,
South Dakota
| – | -$21.7K | -1,000 | Closed |
|
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.