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Invesco BulletShares 2030 Municipal Bond ETF
BSMU

Overview Fund Activity

80 hedge funds and large institutions have $106M invested in Invesco BulletShares 2030 Municipal Bond ETF in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 37 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
Holders Change
+2
Holders Change %
+2.56%
% of All Funds
1.07%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
9
Increased
37
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWA
Stratos Wealth Advisors
Ohio
$2.54M
2
EC
Elequin Capital
New York
$1.02M
3
MA
MONECO Advisors
Connecticut
$2.84M
4
Jones Financial Companies
Jones Financial Companies
Missouri
$1.03M
5
KOC
Koss-Olinger Consulting
Florida
$649K

Top Sellers

1
HBT
Hills Bank & Trust
Iowa
$2.53M
2
EFP
Envision Financial Planning
Tennessee
$1.45M
3
Jane Street
Jane Street
New York
$3.03M
4
Raymond James Financial
Raymond James Financial
Florida
$2.74M
5
Wells Fargo
Wells Fargo
California
$8.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$8.76M -$888K -41,297 -9%
LPL Financial
2
LPL Financial
California
$8.59M +$253K +11,768 +3%
CIM
3
Confluence Investment Management
Missouri
$5.2M -$151K -7,036 -3%
Bank of America
4
Bank of America
North Carolina
$4.97M +$306K +14,244 +7%
AUB
5
Atlantic Union Bankshares
Virginia
$3.85M +$410K +19,060 +12%
Invesco
6
Invesco
Georgia
$3.44M +$47.7K +2,218 +1%
UBS Group
7
UBS Group
Switzerland
$3.44M +$204K +9,496 +6%
Jane Street
8
Jane Street
New York
$3.03M -$1.6M -74,467 -35%
PWP
9
Precedent Wealth Partners
Texas
$3.02M +$226K +10,491 +8%
MA
10
MONECO Advisors
Connecticut
$2.84M +$899K +41,823 +46%
Raymond James Financial
11
Raymond James Financial
Florida
$2.74M -$1.29M -59,848 -32%
HighTower Advisors
12
HighTower Advisors
Illinois
$2.63M +$606K +28,193 +30%
Morgan Stanley
13
Morgan Stanley
New York
$2.57M +$318K +14,774 +14%
KFI
14
Key Financial Inc
Pennsylvania
$2.55M – – –
SWA
15
Stratos Wealth Advisors
Ohio
$2.54M +$1.7M +79,129 +203%
HBT
16
Hills Bank & Trust
Iowa
$2.53M -$4.79M -222,823 -65%
IWP
17
Insight Wealth Partners
Texas
$2.26M -$585K -27,187 -21%
LPT
18
Legacy Private Trust
Wisconsin
$2.23M +$273K +12,675 +14%
PA
19
Pineridge Advisors
Missouri
$2.13M +$15.7K +732 +0.7%
AWM
20
AE Wealth Management
Kansas
$2.09M +$152K +7,090 +8%
KAS
21
Kestra Advisory Services
Texas
$2.08M +$161K +7,481 +8%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$1.79M -$367K -17,076 -17%
Lido Advisors
23
Lido Advisors
California
$1.77M +$370K +17,200 +26%
VA
24
VestGen Advisors
Illinois
$1.68M +$147K +6,800 +10%
EFP
25
Envision Financial Planning
Tennessee
$1.45M -$2.44M -113,316 -63%
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