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Invesco BulletShares 2030 Municipal Bond ETF

89 hedge funds and large institutions have $126M invested in Invesco BulletShares 2030 Municipal Bond ETF in 2025 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 43 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 4

139% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 18

18% more capital invested

Capital invested by funds: $106M → $126M (+$19.5M)

11% more funds holding

Funds holding: 8089 (+9)

5.04% more ownership

Funds ownership: 65.51%70.56% (+5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
89
Holders Change
+9
Holders Change %
+11.25%
% of All Funds
1.17%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
14
Increased
43
Reduced
18
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$10.5M +$1.56M +72,006 +18%
LPL Financial
2
LPL Financial
California
$9.53M +$765K +35,240 +9%
HBT
3
Hills Bank & Trust
Iowa
$5.36M +$2.75M +126,745 +108%
SWA
4
Stratos Wealth Advisors
Ohio
$5.27M +$2.65M +122,208 +103%
Bank of America
5
Bank of America
North Carolina
$4.9M -$172K -7,926 -3%
AUB
6
Atlantic Union Bankshares
Virginia
$4.13M +$208K +9,562 +5%
CVA
7
Central Valley Advisors
California
$3.95M +$3.91M +180,094 New
Morgan Stanley
8
Morgan Stanley
New York
$3.83M +$1.2M +55,249 +46%
Invesco
9
Invesco
Georgia
$3.71M +$209K +9,616 +6%
UBS Group
10
UBS Group
Switzerland
$3.65M +$151K +6,955 +4%
Lido Advisors
11
Lido Advisors
California
$3.6M +$1.78M +82,200 +100%
PWP
12
Precedent Wealth Partners
Texas
$3.55M +$473K +21,803 +16%
HighTower Advisors
13
HighTower Advisors
Illinois
$3.23M +$540K +24,860 +20%
MA
14
MONECO Advisors
Connecticut
$3.16M +$268K +12,354 +9%
Raymond James Financial
15
Raymond James Financial
Florida
$3.12M +$328K +15,132 +12%
CIM
16
Confluence Investment Management
Missouri
$2.8M -$2.47M -113,887 -47%
KFI
17
Key Financial Inc
Pennsylvania
$2.61M +$9.05K +417 +0.4%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$2.58M +$1.58M +72,750 +162%
KAS
19
Kestra Advisory Services
Texas
$2.57M +$448K +20,645 +21%
IWP
20
Insight Wealth Partners
Texas
$2.27M -$32.3K -1,486 -1%
AWM
21
AE Wealth Management
Kansas
$2.23M +$95.8K +4,414 +5%
LPT
22
Legacy Private Trust
Wisconsin
$1.99M -$283K -13,036 -13%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$1.79M -$33K -1,518 -2%
Jones Financial Companies
24
Jones Financial Companies
Missouri
$1.76M +$707K +32,557 +68%
EFP
25
Envision Financial Planning
Tennessee
$1.68M +$200K +9,195 +14%

BSMU Hedge Fund Activity: Q3 2025 in Review

89 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2030 Municipal Bond ETF (BSMU) for Q3 2025, worth a combined $126M — up 18% from $106M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new BSMU positions and 4 closed out — a net gain of 10 holders — while 43 added to existing stakes and 18 trimmed.

The largest buyer was Central Valley Advisors, opening a new position worth an estimated $3.91M. The largest seller was Jane Street, cutting an estimated $2.84M.

  • 89 institutional investors held Invesco BulletShares 2030 Municipal Bond ETF (BSMU) as of Q3 2025, up from 80 in Q2 2025.
  • Funds reported $126M of Invesco BulletShares 2030 Municipal Bond ETF stock for Q3 2025, up 18% quarter-over-quarter.
  • 14 funds opened new Invesco BulletShares 2030 Municipal Bond ETF positions in Q3 2025 and 4 closed out, a net change of +10 holders.
  • The largest Invesco BulletShares 2030 Municipal Bond ETF buyer in Q3 2025 was Central Valley Advisors, an estimated $3.91M added.
  • The largest Invesco BulletShares 2030 Municipal Bond ETF seller in Q3 2025 was Jane Street, an estimated $2.84M sold.

Based on aggregated 13F filings for Q3 2025.