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Invesco BulletShares 2030 Municipal Bond ETF
BSMU

Overview Fund Activity

78 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, 11 reducing their positions, and 4 closing their positions.

Holders
78
Holders Change
+10
Holders Change %
+14.71%
% of All Funds
1.06%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
15
Increased
44
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$4.65M
2
UBS Group
2
UBS Group
Switzerland
$3.24M
3
VA
3
VestGen Advisors
Illinois
$1.53M
4
Wells Fargo
4
Wells Fargo
California
$9.69M
5
PWP
5
Precedent Wealth Partners
Texas
$2.8M

Top Sellers

1
AI
1
Atria Investments
North Carolina
$240K
2
Toronto Dominion Bank
2
Toronto Dominion Bank
Ontario, Canada
$0
3
PAG
3
Private Advisor Group
New Jersey
$0
4
BFA
4
Bill Few Associates
Pennsylvania
$0
5
IWC
5
Integrated Wealth Concepts
Massachusetts
$808K
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$9.69M 448,897 +62,982 +16%
LPL Financial
2
LPL Financial
California
$8.36M 387,581 +14,781 +4%
HBT
3
Hills Bank & Trust
Iowa
$7.35M 340,704 +13,576 +4%
CIM
4
Confluence Investment Management
Missouri
$5.37M 248,788 -5,204 -2%
Bank of America
5
Bank of America
North Carolina
$4.69M 217,124 +9,848 +5%
Jane Street
6
Jane Street
New York
$4.65M 215,298 +123,496 +135%
Raymond James Financial
7
Raymond James Financial
Florida
$4.04M 187,085 +14,970 +9%
EFP
8
Envision Financial Planning
Tennessee
$3.9M 180,857 +1,337 +0.7%
AUB
9
Atlantic Union Bankshares
Virginia
$3.45M 159,834 +15,311 +11%
Invesco
10
Invesco
Georgia
$3.4M 157,636 +17,146 +12%
UBS Group
11
UBS Group
Switzerland
$3.24M 150,283 +107,800 +254%
IWP
12
Insight Wealth Partners
Texas
$2.86M 132,397 -1,353 -1%
PWP
13
Precedent Wealth Partners
Texas
$2.8M 129,822 +55,551 +75%
KFI
14
Key Financial Inc
Pennsylvania
$2.56M 118,800 +2,075 +2%
Morgan Stanley
15
Morgan Stanley
New York
$2.26M 104,825 +8,660 +9%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$2.17M 100,444 +13,424 +15%
PA
17
Pineridge Advisors
Missouri
$2.12M 98,464 +118 +0.1%
HighTower Advisors
18
HighTower Advisors
Illinois
$2.04M 94,320 +23,312 +33%
LPT
19
Legacy Private Trust
Wisconsin
$1.96M 90,961 +2,645 +3%
AWM
20
AE Wealth Management
Kansas
$1.95M 90,200 +8,026 +10%
MA
21
MONECO Advisors
Connecticut
$1.94M 90,109 +31,642 +54%
KAS
22
Kestra Advisory Services
Texas
$1.93M 89,239 +5,891 +7%
VA
23
VestGen Advisors
Illinois
$1.53M 70,898 +70,898 New
Lido Advisors
24
Lido Advisors
California
$1.4M 65,000 +17,500 +37%
MLA
25
MB, Levis & Associates
Pennsylvania
$1.31M 60,768 +4,297 +8%
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