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Invesco BulletShares 2030 Municipal Bond ETF
BSMU

79 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, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 4

267% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 12

16% more funds holding

Funds holding: 68 → 79 (+11)

11% more capital invested

Capital invested by funds: $98.9M → $110M (+$11M)

3.97% less ownership

Funds ownership: 74.24% → 70.27% (-4%)

Holders
79
Holders Change
+11
Holders Change %
+16.18%
% 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
12
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$2.69M
2
UBS Group
UBS Group
Switzerland
+$2.35M
3
Wells Fargo
Wells Fargo
California
+$1.37M
4
PWP
Precedent Wealth Partners
Texas
+$1.21M
5
SWA
Stratos Wealth Advisors
Ohio
+$850K

Top Sellers

1
SA
Sanctuary Advisors
Indiana
-$2.64M
2
AI
Atria Investments
North Carolina
-$2.59M
3
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$1.82M
4
PAG
Private Advisor Group
New Jersey
-$301K
5
BFA
Bill Few Associates
Pennsylvania
-$201K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
1
Wells Fargo
California
$9.69M +$1.37M +62,982 +16%
LPL Financial
2
LPL Financial
California
$8.36M +$322K +14,781 +4%
HBT
3
Hills Bank & Trust
Iowa
$7.35M +$296K +13,576 +4%
CIM
4
Confluence Investment Management
Missouri
$5.37M -$114K -5,204 -2%
Bank of America
5
Bank of America
North Carolina
$4.69M +$215K +9,848 +5%
Jane Street
6
Jane Street
New York
$4.65M +$2.69M +123,496 +135%
Raymond James Financial
7
Raymond James Financial
Florida
$4.04M +$327K +14,970 +9%
EFP
8
Envision Financial Planning
Tennessee
$3.9M +$29.2K +1,337 +0.7%
AUB
9
Atlantic Union Bankshares
Virginia
$3.45M +$334K +15,311 +11%
Invesco
10
Invesco
Georgia
$3.4M +$374K +17,146 +12%
UBS Group
11
UBS Group
Switzerland
$3.24M +$2.35M +107,800 +254%
IWP
12
Insight Wealth Partners
Texas
$2.86M -$29.5K -1,353 -1%
PWP
13
Precedent Wealth Partners
Texas
$2.8M +$1.21M +55,551 +75%
KFI
14
Key Financial Inc
Pennsylvania
$2.56M +$45.3K +2,075 +2%
Morgan Stanley
15
Morgan Stanley
New York
$2.26M +$189K +8,660 +9%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$2.17M +$293K +13,424 +15%
PA
17
Pineridge Advisors
Missouri
$2.12M +$2.57K +118 +0.1%
HighTower Advisors
18
HighTower Advisors
Illinois
$2.04M +$508K +23,312 +33%
LPT
19
Legacy Private Trust
Wisconsin
$1.96M +$57.7K +2,645 +3%
AWM
20
AE Wealth Management
Kansas
$1.95M +$175K +8,026 +10%
MA
21
MONECO Advisors
Connecticut
$1.94M +$690K +31,642 +54%
KAS
22
Kestra Advisory Services
Texas
$1.93M +$128K +5,891 +7%
VA
23
VestGen Advisors
Illinois
$1.53M +$1.55M +70,898 New
Lido Advisors
24
Lido Advisors
California
$1.4M +$382K +17,500 +37%
MLA
25
MB, Levis & Associates
Pennsylvania
$1.31M +$93.7K +4,297 +8%
1
2 3 4

BSMU Hedge Fund Activity: Q1 2025 in Review

79 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2030 Municipal Bond ETF (BSMU) for Q1 2025, worth a combined $110M — up 11% from $98.9M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new BSMU positions and 4 closed out — a net gain of 11 holders — while 44 added to existing stakes and 12 trimmed.

The largest buyer was Jane Street, adding an estimated $2.69M. The largest seller was Sanctuary Advisors, cutting an estimated $2.64M.

  • 79 institutional investors held Invesco BulletShares 2030 Municipal Bond ETF (BSMU) as of Q1 2025, up from 68 in Q4 2024.
  • Funds reported $110M of Invesco BulletShares 2030 Municipal Bond ETF stock for Q1 2025, up 11% quarter-over-quarter.
  • 15 funds opened new Invesco BulletShares 2030 Municipal Bond ETF positions in Q1 2025 and 4 closed out, a net change of +11 holders.
  • The largest Invesco BulletShares 2030 Municipal Bond ETF buyer in Q1 2025 was Jane Street, an estimated $2.69M added.
  • The largest Invesco BulletShares 2030 Municipal Bond ETF seller in Q1 2025 was Sanctuary Advisors, an estimated $2.64M sold.

Based on aggregated 13F filings for Q1 2025.