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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KCM
Kathmere Capital Management
Wayne,
Pennsylvania
|
+$6.04M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$1.45M |
| 3 |
MWM
Mission Wealth Management
Santa Barbara,
California
|
+$1.12M |
| 4 |
AUB
Atlantic Union Bankshares
Glen Allen,
Virginia
|
+$1.07M |
| 5 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$823K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HBT
Hills Bank & Trust
North Liberty,
Iowa
|
-$1.22M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$1.03M |
| 3 |
KFI
Key Financial Inc
West Chester,
Pennsylvania
|
-$718K |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$442K |
| 5 |
AA
Addison Advisors
Middlebury,
Vermont
|
-$439K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PMFA
101
Plante Moran Financial Advisors
Southfield,
Michigan
| $50.7K | +$50.6K | +2,311 | New |
|
|
FCAS
102
First Command Advisory Services
Fort Worth,
Texas
| $42.5K | -$87.5K | -3,995 | -67% |
|
|
PTC
103
Private Trust Company
Cleveland,
Ohio
| $36.4K | +$36.4K | +1,660 | New |
|
|
IA
104
IFP Advisors
Tampa,
Florida
| $34.1K | +$4.27K | +195 | +14% |
|
|
HIA
105
Harbor Investment Advisory
Lutherville,
Maryland
| $30.7K | – | – | – |
|
106
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $23.5K | +$175 | +8 | +0.8% |
|
|
TC
107
Trust Company
Manhattan,
Kansas
| $6.72K | -$2.65K | -121 | -28% |
|
|
CFGA
108
Cambridge Financial Group (Arizona)
Tucson,
Arizona
| – | -$372K | -17,046 | Closed |
|
|
AWM
109
Avior Wealth Management
Omaha,
Nebraska
| – | -$232K | -10,636 | Closed |
|
|
CA
110
CGN Advisors
Manhattan,
Kansas
| – | -$204K | -9,365 | Closed |
|
|
GSEP
111
Golden State Equity Partners
South Coast Metro,
California
| – | -$140K | -6,400 | Closed |
|
|
WOSD
112
WFA of San Diego
San Diego,
California
| – | -$22.1K | -1,015 | Closed |
|
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.