Invesco BulletShares 2030 Municipal Bond ETF
BSMU
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, 38 increasing their positions, 17 reducing their positions, and 7 closing their positions.
124% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 17
29% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 7
1% more funds holding
Funds holding: 79 → 80 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3% less capital invested
Capital invested by funds: $110M → $106M (-$3.36M)
4.76% less ownership
Funds ownership: 70.27% → 65.51% (-4.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWA
Stratos Wealth Advisors
Beachwood,
Ohio
|
+$1.69M |
| 2 |
EC
Elequin Capital
New York
|
+$1.02M |
| 3 |
MA
MONECO Advisors
Fairfield,
Connecticut
|
+$893K |
| 4 |
Jones Financial Companies
Des Peres,
Missouri
|
+$828K |
| 5 |
KOC
Koss-Olinger Consulting
Gainesville,
Florida
|
+$644K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HBT
Hills Bank & Trust
North Liberty,
Iowa
|
-$4.76M |
| 2 |
EFP
Envision Financial Planning
Memphis,
Tennessee
|
-$2.42M |
| 3 |
Jane Street
New York
|
-$1.59M |
| 4 |
Raymond James Financial
St Petersburg,
Florida
|
-$1.28M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$882K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IA
76
IFP Advisors
Tampa,
Florida
| $23.6K | – | – | – |
|
|
WOSD
77
WFA of San Diego
San Diego,
California
| $21.8K | +$21.7K | +1,015 | New |
|
78
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $20K | – | – | – |
|
|
AF
79
Advisornet Financial
Minnetonka,
Minnesota
| $6.62K | – | – | – |
|
|
HI
80
Harbour Investments
Madison,
Wisconsin
| $5.76K | -$7.45K | -349 | -57% |
|
81
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $5.55K | +$43 | +2 | +0.8% |
|
|
HGA
82
Hobbs Group Advisors
Columbia,
South Carolina
| – | -$448K | -20,755 | Closed |
|
|
SA
83
Sanctuary Advisors
Indianapolis,
Indiana
| – | -$252K | -11,687 | Closed |
|
|
AI
84
Atria Investments
Charlotte,
North Carolina
| – | -$240K | -11,142 | Closed |
|
|
PFG
85
PAX Financial Group
San Antonio,
Texas
| – | -$236K | -10,959 | Closed |
|
|
DADC
86
D.A. Davidson & Co
Great Falls,
Montana
| – | -$223K | -10,350 | Closed |
|
87
Fidelity Investments
Boston,
Massachusetts
| – | -$190K | -8,809 | Closed |
|
|
GFPC
88
Global Financial Private Client
Sarasota,
Florida
| – | -$5.37K | -249 | Closed |
|
BSMU Hedge Fund Activity: Q2 2025 in Review
80 of the 7,598 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2030 Municipal Bond ETF (BSMU) for Q2 2025, worth a combined $106M — down 3.1% from $110M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new BSMU positions and 7 closed out — a net gain of 2 holders — while 38 added to existing stakes and 17 trimmed.
The largest buyer was Stratos Wealth Advisors, adding an estimated $1.69M. The largest seller was Hills Bank & Trust, cutting an estimated $4.76M.
- 80 institutional investors held Invesco BulletShares 2030 Municipal Bond ETF (BSMU) as of Q2 2025, up from 79 in Q1 2025.
- Funds reported $106M of Invesco BulletShares 2030 Municipal Bond ETF stock for Q2 2025, down 3.1% quarter-over-quarter.
- 9 funds opened new Invesco BulletShares 2030 Municipal Bond ETF positions in Q2 2025 and 7 closed out, a net change of +2 holders.
- The largest Invesco BulletShares 2030 Municipal Bond ETF buyer in Q2 2025 was Stratos Wealth Advisors, an estimated $1.69M added.
- The largest Invesco BulletShares 2030 Municipal Bond ETF seller in Q2 2025 was Hills Bank & Trust, an estimated $4.76M sold.
Based on aggregated 13F filings for Q2 2025.