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Invesco BulletShares 2030 Municipal Bond ETF
BSMU

106 hedge funds and large institutions have $177M invested in Invesco BulletShares 2030 Municipal Bond ETF in 2026 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 41 increasing their positions, 24 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

280% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 5

71% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 24

12% more funds holding

Funds holding: 95 → 106 (+11)

10% more capital invested

Capital invested by funds: $162M → $177M (+$15.6M)

1.13% more ownership

Funds ownership: 66.39% → 67.52% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
106
Holders Change
+11
Holders Change %
+11.58%
% of All Funds
1.28%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
19
Increased
41
Reduced
24
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KCM
Kathmere Capital Management
Pennsylvania
+$6.04M
2
HighTower Advisors
HighTower Advisors
Illinois
+$1.45M
3
MWM
Mission Wealth Management
California
+$1.12M
4
AUB
Atlantic Union Bankshares
Virginia
+$1.07M
5
IWC
Integrated Wealth Concepts
Massachusetts
+$823K

Top Sellers

Rank Fund Capital Flow
1
HBT
Hills Bank & Trust
Iowa
-$1.22M
2
UBS Group
UBS Group
Switzerland
-$1.03M
3
KFI
Key Financial Inc
Pennsylvania
-$718K
4
AWM
AE Wealth Management
Kansas
-$442K
5
AA
Addison Advisors
Vermont
-$439K
Name Holding Trade Value Shares
Change 		Change in
Stake
NA
76
Nestegg Advisors
New York
$260K -$252K -11,501 -49%
BPA
77
Beacon Pointe Advisors
California
$253K – – –
OMC
78
Old Mission Capital
Illinois
$253K +$252K +11,520 New
WA
79
WESPAC Advisors
California
$250K +$250K +11,420 New
CAL
80
Capital Analysts LLC
Pennsylvania
$249K -$51.2K -2,338 -17%
VAS
81
Vestmark Advisory Solutions
Massachusetts
$240K – – –
WIA
82
World Investment Advisors
California
$239K – – –
PFS
83
Prospera Financial Services
Texas
$228K – – –
CPC
84
Cookson Peirce & Co
Pennsylvania
$222K +$16.5K +752 +8%
JWCA
85
J.W. Cole Advisors
Florida
$220K +$220K +10,047 New
AA
86
Addison Advisors
Vermont
$220K -$439K -20,040 -67%
NFG
87
Nations Financial Group
Iowa
$218K – – –
OFG
88
Opulen Financial Group
Virginia
$218K +$1.27K +58 +0.6%
GCA
89
Gradient Capital Advisors
California
$206K – – –
VAM
90
Virtue Asset Management
Illinois
$203K +$203K +9,278 New
MWA
91
Midland Wealth Advisors
Illinois
$202K – – –
CBT
92
Crews Bank & Trust
Florida
$200K – – –
YP
93
YANKCOM Partnership
South Dakota
$173K – – –
KOCAA
94
Knights of Columbus Asset Advisors
Connecticut
$165K – – –
ACA
95
Atlas Capital Advisors
Wyoming
$153K +$153K +7,000 New
NL
96
NorthAvenue LLC
Ohio
$149K – – –
FFA
97
Farther Finance Advisors
California
$136K +$13.8K +630 +11%
LFG
98
Larson Financial Group
Missouri
$119K -$8.59K -392 -7%
ACA
99
Aptus Capital Advisors
Alabama
$114K -$13.8K -628 -11%
CTA
100
Colonial Trust Advisors
South Carolina
$83.3K +$83.2K +3,800 New
1 2 3
4
5

BSMU Hedge Fund Activity: Q2 2026 in Review

106 of the 8,274 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2030 Municipal Bond ETF (BSMU) for Q2 2026, worth a combined $177M — up 9.6% from $162M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new BSMU positions and 5 closed out — a net gain of 14 holders — while 41 added to existing stakes and 24 trimmed.

The largest buyer was Kathmere Capital Management, opening a new position worth an estimated $6.04M. The largest seller was Hills Bank & Trust, cutting an estimated $1.22M.

  • 106 institutional investors held Invesco BulletShares 2030 Municipal Bond ETF (BSMU) as of Q2 2026, up from 95 in Q1 2026.
  • Funds reported $177M of Invesco BulletShares 2030 Municipal Bond ETF stock for Q2 2026, up 9.6% quarter-over-quarter.
  • 19 funds opened new Invesco BulletShares 2030 Municipal Bond ETF positions in Q2 2026 and 5 closed out, a net change of +14 holders.
  • The largest Invesco BulletShares 2030 Municipal Bond ETF buyer in Q2 2026 was Kathmere Capital Management, an estimated $6.04M added.
  • The largest Invesco BulletShares 2030 Municipal Bond ETF seller in Q2 2026 was Hills Bank & Trust, an estimated $1.22M sold.

Based on aggregated 13F filings for Q2 2026.