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Invesco BulletShares 2030 Municipal Bond ETF

106 hedge funds and large institutions have $177M invested in Invesco BulletShares 2030 Municipal Bond ETF in 2026 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 41 increasing their positions, 24 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

280% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 5

71% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 24

12% more funds holding

Funds holding: 95106 (+11)

10% more capital invested

Capital invested by funds: $162M → $177M (+$15.6M)

1.13% more ownership

Funds ownership: 66.39%67.52% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
106
Holders Change
+11
Holders Change %
+11.58%
% of All Funds
1.28%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
19
Increased
41
Reduced
24
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$11.3M -$117K -5,347 -1%
LPL Financial
2
LPL Financial
California
$10.2M +$670K +30,591 +7%
HBT
3
Hills Bank & Trust
Iowa
$8.88M -$1.22M -55,714 -12%
Morgan Stanley
4
Morgan Stanley
New York
$7.18M -$293K -13,396 -4%
SWA
5
Stratos Wealth Advisors
Ohio
$7M +$519K +23,685 +8%
Invesco
6
Invesco
Georgia
$6.91M -$371K -16,941 -5%
Bank of America
7
Bank of America
North Carolina
$6.31M +$442K +20,198 +8%
KCM
8
Kathmere Capital Management
Pennsylvania
$6.04M +$6.04M +275,686 New
HighTower Advisors
9
HighTower Advisors
Illinois
$6.04M +$1.45M +66,369 +32%
AUB
10
Atlantic Union Bankshares
Virginia
$5.51M +$1.07M +48,821 +24%
UBS Group
11
UBS Group
Switzerland
$5.45M -$1.03M -47,125 -16%
Raymond James Financial
12
Raymond James Financial
Florida
$5.28M +$248K +11,341 +5%
NA
13
NewEdge Advisors
Louisiana
$4.76M +$107K +4,904 +2%
Lido Advisors
14
Lido Advisors
California
$4.42M
PWP
15
Precedent Wealth Partners
Texas
$4.38M +$293K +13,387 +7%
LPT
16
Legacy Private Trust
Wisconsin
$3.99M +$773K +35,270 +24%
CVA
17
Central Valley Advisors
California
$3.81M -$153K -6,989 -4%
MA
18
MONECO Advisors
Connecticut
$3.66M +$93.8K +4,280 +3%
Jones Financial Companies
19
Jones Financial Companies
Missouri
$3.19M +$590K +26,928 +23%
KAS
20
Kestra Advisory Services
Texas
$2.98M +$151K +6,880 +5%
PWM
21
Parkway Wealth Management
Texas
$2.55M +$69.7K +3,184 +3%
CIM
22
Confluence Investment Management
Missouri
$2.51M -$184K -8,378 -7%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$2.48M +$155K +7,057 +7%
CAM
24
Clark Asset Management
New Hampshire
$2.47M +$515K +23,493 +26%
IWP
25
Insight Wealth Partners
Texas
$2.27M

BSMU Hedge Fund Activity: Q2 2026 in Review

106 of the 8,274 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2030 Municipal Bond ETF (BSMU) for Q2 2026, worth a combined $177M — up 9.6% from $162M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new BSMU positions and 5 closed out — a net gain of 14 holders — while 41 added to existing stakes and 24 trimmed.

The largest buyer was Kathmere Capital Management, opening a new position worth an estimated $6.04M. The largest seller was Hills Bank & Trust, cutting an estimated $1.22M.

  • 106 institutional investors held Invesco BulletShares 2030 Municipal Bond ETF (BSMU) as of Q2 2026, up from 95 in Q1 2026.
  • Funds reported $177M of Invesco BulletShares 2030 Municipal Bond ETF stock for Q2 2026, up 9.6% quarter-over-quarter.
  • 19 funds opened new Invesco BulletShares 2030 Municipal Bond ETF positions in Q2 2026 and 5 closed out, a net change of +14 holders.
  • The largest Invesco BulletShares 2030 Municipal Bond ETF buyer in Q2 2026 was Kathmere Capital Management, an estimated $6.04M added.
  • The largest Invesco BulletShares 2030 Municipal Bond ETF seller in Q2 2026 was Hills Bank & Trust, an estimated $1.22M sold.

Based on aggregated 13F filings for Q2 2026.