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Invesco BulletShares 2030 Municipal Bond ETF
BSMU

96 hedge funds and large institutions have $157M invested in Invesco BulletShares 2030 Municipal Bond ETF in 2025 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 48 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 15

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

25% more capital invested

Capital invested by funds: $126M → $157M (+$31M)

8% more funds holding

Funds holding: 89 → 96 (+7)

1.09% more ownership

Funds ownership: 70.56% → 71.65% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
96
Holders Change
+7
Holders Change %
+7.87%
% 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
16
Increased
48
Reduced
15
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HBT
Hills Bank & Trust
Iowa
+$4.13M
2
Morgan Stanley
Morgan Stanley
New York
+$3.28M
3
Invesco
Invesco
Georgia
+$2.59M
4
NA
NewEdge Advisors
Louisiana
+$2.16M
5
Jane Street
Jane Street
New York
+$2.09M

Top Sellers

1
OMC
Old Mission Capital
Illinois
-$1.45M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.18M
3
JP Morgan Chase
JP Morgan Chase
New York
-$546K
4
APA
Astoria Portfolio Advisors
New York
-$522K
5
IWC
Integrated Wealth Concepts
Massachusetts
-$522K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
1
Wells Fargo
California
$11.1M +$497K +22,572 +5%
LPL Financial
2
LPL Financial
California
$10.1M +$560K +25,463 +6%
HBT
3
Hills Bank & Trust
Iowa
$9.52M +$4.13M +187,718 +77%
Morgan Stanley
4
Morgan Stanley
New York
$7.14M +$3.28M +149,208 +85%
Invesco
5
Invesco
Georgia
$6.33M +$2.59M +117,737 +69%
SWA
6
Stratos Wealth Advisors
Ohio
$5.97M +$682K +30,978 +13%
UBS Group
7
UBS Group
Switzerland
$5.04M +$1.37M +62,253 +37%
Bank of America
8
Bank of America
North Carolina
$4.95M +$26K +1,181 +0.5%
Raymond James Financial
9
Raymond James Financial
Florida
$4.87M +$1.73M +78,745 +55%
HighTower Advisors
10
HighTower Advisors
Illinois
$4.61M +$1.36M +61,735 +42%
Lido Advisors
11
Lido Advisors
California
$4.44M +$823K +37,400 +23%
AUB
12
Atlantic Union Bankshares
Virginia
$4.13M -$23.2K -1,054 -0.6%
CVA
13
Central Valley Advisors
California
$4.03M +$66.5K +3,021 +2%
PWP
14
Precedent Wealth Partners
Texas
$3.87M +$295K +13,395 +8%
MA
15
MONECO Advisors
Connecticut
$3.13M -$48.5K -2,205 -2%
KAS
16
Kestra Advisory Services
Texas
$2.83M +$242K +11,011 +9%
KFI
17
Key Financial Inc
Pennsylvania
$2.79M +$162K +7,373 +6%
CIM
18
Confluence Investment Management
Missouri
$2.75M -$65.7K -2,987 -2%
LPT
19
Legacy Private Trust
Wisconsin
$2.75M +$751K +34,125 +38%
NA
20
NewEdge Advisors
Louisiana
$2.57M +$2.16M +98,135 +530%
PWM
21
Parkway Wealth Management
Texas
$2.34M +$2.34M +106,432 New
Jones Financial Companies
22
Jones Financial Companies
Missouri
$2.33M +$562K +25,537 +32%
Jane Street
23
Jane Street
New York
$2.31M +$2.09M +94,752 +948%
IWP
24
Insight Wealth Partners
Texas
$2.28M – – –
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$2.25M +$446K +20,265 +25%
1
2 3 4 5

BSMU Hedge Fund Activity: Q4 2025 in Review

96 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2030 Municipal Bond ETF (BSMU) for Q4 2025, worth a combined $157M — up 25% from $126M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new BSMU positions and 7 closed out — a net gain of 9 holders — while 48 added to existing stakes and 15 trimmed.

The largest buyer was Hills Bank & Trust, adding an estimated $4.13M. The largest seller was Old Mission Capital, exiting entirely with an estimated $1.45M sold.

  • 96 institutional investors held Invesco BulletShares 2030 Municipal Bond ETF (BSMU) as of Q4 2025, up from 89 in Q3 2025.
  • Funds reported $157M of Invesco BulletShares 2030 Municipal Bond ETF stock for Q4 2025, up 25% quarter-over-quarter.
  • 16 funds opened new Invesco BulletShares 2030 Municipal Bond ETF positions in Q4 2025 and 7 closed out, a net change of +9 holders.
  • The largest Invesco BulletShares 2030 Municipal Bond ETF buyer in Q4 2025 was Hills Bank & Trust, an estimated $4.13M added.
  • The largest Invesco BulletShares 2030 Municipal Bond ETF seller in Q4 2025 was Old Mission Capital, an estimated $1.45M sold.

Based on aggregated 13F filings for Q4 2025.