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Invesco BulletShares 2030 Municipal Bond ETF
BSMU

96 hedge funds and large institutions have $157M invested in Invesco BulletShares 2030 Municipal Bond ETF in 2025 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 48 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 15

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

25% more capital invested

Capital invested by funds: $126M → $157M (+$31M)

8% more funds holding

Funds holding: 89 → 96 (+7)

1.09% more ownership

Funds ownership: 70.56% → 71.65% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
96
Holders Change
+7
Holders Change %
+7.87%
% 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
16
Increased
48
Reduced
15
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HBT
Hills Bank & Trust
Iowa
+$4.13M
2
Morgan Stanley
Morgan Stanley
New York
+$3.28M
3
Invesco
Invesco
Georgia
+$2.59M
4
NA
NewEdge Advisors
Louisiana
+$2.16M
5
Jane Street
Jane Street
New York
+$2.09M

Top Sellers

Rank Fund Capital Flow
1
OMC
Old Mission Capital
Illinois
-$1.45M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.18M
3
JP Morgan Chase
JP Morgan Chase
New York
-$546K
4
APA
Astoria Portfolio Advisors
New York
-$522K
5
IWC
Integrated Wealth Concepts
Massachusetts
-$522K
Name Holding Trade Value Shares
Change 		Change in
Stake
LCC
76
Lincoln Capital Corp
Rhode Island
$223K -$11.7K -531 -5%
JWCA
77
J.W. Cole Advisors
Florida
$220K +$704 +32 +0.3%
CA
78
CGN Advisors
Kansas
$220K -$25.7K -1,167 -10%
NFG
79
Nations Financial Group
Iowa
$219K +$10K +455 +5%
OFG
80
Opulen Financial Group
Virginia
$216K +$1.17K +53 +0.5%
FTUS
81
Flow Traders U.S.
New York
$214K +$214K +9,733 New
CPC
82
Cookson Peirce & Co
Pennsylvania
$210K +$210K +9,549 New
GCA
83
Gradient Capital Advisors
California
$207K – – –
AWM
84
Avior Wealth Management
Nebraska
$203K -$142K -6,461 -41%
CBT
85
Crews Bank & Trust
Florida
$201K – – –
YP
86
YANKCOM Partnership
South Dakota
$174K – – –
KOCAA
87
Knights of Columbus Asset Advisors
Connecticut
$166K – – –
NL
88
NorthAvenue LLC
Ohio
$143K +$143K +6,511 New
OP
89
ORG Partners
Indiana
$141K – – –
FCAS
90
First Command Advisory Services
Texas
$131K +$506 +23 +0.4%
LFG
91
Larson Financial Group
Missouri
$128K – – –
ACA
92
Aptus Capital Advisors
Alabama
$128K +$858 +39 +0.7%
IA
93
IFP Advisors
Florida
$24.2K – – –
PNC Financial Services Group
94
PNC Financial Services Group
Pennsylvania
$23.3K +$154 +7 +0.7%
WOSD
95
WFA of San Diego
California
$22.4K – – –
Carson Wealth (CWM LLC)
96
Carson Wealth (CWM LLC)
Nebraska
$20K – – –
TC
97
Trust Company
Kansas
$9.4K +$9.4K +427 New
OMC
98
Old Mission Capital
Illinois
– -$1.45M -66,334 Closed
JP Morgan Chase
99
JP Morgan Chase
New York
– -$546K -24,904 Closed
APA
100
Astoria Portfolio Advisors
New York
– -$522K -23,761 Closed
1 2 3
4
5

BSMU Hedge Fund Activity: Q4 2025 in Review

96 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2030 Municipal Bond ETF (BSMU) for Q4 2025, worth a combined $157M — up 25% from $126M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new BSMU positions and 7 closed out — a net gain of 9 holders — while 48 added to existing stakes and 15 trimmed.

The largest buyer was Hills Bank & Trust, adding an estimated $4.13M. The largest seller was Old Mission Capital, exiting entirely with an estimated $1.45M sold.

  • 96 institutional investors held Invesco BulletShares 2030 Municipal Bond ETF (BSMU) as of Q4 2025, up from 89 in Q3 2025.
  • Funds reported $157M of Invesco BulletShares 2030 Municipal Bond ETF stock for Q4 2025, up 25% quarter-over-quarter.
  • 16 funds opened new Invesco BulletShares 2030 Municipal Bond ETF positions in Q4 2025 and 7 closed out, a net change of +9 holders.
  • The largest Invesco BulletShares 2030 Municipal Bond ETF buyer in Q4 2025 was Hills Bank & Trust, an estimated $4.13M added.
  • The largest Invesco BulletShares 2030 Municipal Bond ETF seller in Q4 2025 was Old Mission Capital, an estimated $1.45M sold.

Based on aggregated 13F filings for Q4 2025.