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Invesco BulletShares 2032 Municipal Bond ETF

56 hedge funds and large institutions have $71.4M invested in Invesco BulletShares 2032 Municipal Bond ETF in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 33 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

230% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 10

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

8% more capital invested

Capital invested by funds: $66M → $71.4M (+$5.38M)

6% more funds holding

Funds holding: 5356 (+3)

2.35% less ownership

Funds ownership: 72.85%70.5% (-2.3%)

Holders
56
Holders Change
+3
Holders Change %
+5.66%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
33
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$10.2M +$2.76M +110,440 +36%
Morgan Stanley
2
Morgan Stanley
New York
$7.76M +$106K +4,257 +1%
Wells Fargo
3
Wells Fargo
California
$6.38M -$1.27M -50,956 -16%
AUB
4
Atlantic Union Bankshares
Virginia
$6.06M +$674K +26,943 +12%
EFP
5
Envision Financial Planning
Tennessee
$4.18M +$65K +2,601 +2%
CIM
6
Confluence Investment Management
Missouri
$3.12M +$2.87M +114,610 +941%
Bank of America
7
Bank of America
North Carolina
$3.02M +$328K +13,124 +12%
PWP
8
Precedent Wealth Partners
Texas
$2.55M +$992K +39,682 +62%
Raymond James Financial
9
Raymond James Financial
Florida
$2.02M +$126K +5,043 +7%
KAS
10
Kestra Advisory Services
Texas
$1.86M +$35.8K +1,433 +2%
Invesco
11
Invesco
Georgia
$1.84M +$166K +6,633 +10%
Jane Street
12
Jane Street
New York
$1.75M -$344K -13,752 -16%
Ameriprise
13
Ameriprise
Minnesota
$1.66M +$112K +4,465 +7%
SFG
14
Sterling Financial Group
California
$1.35M -$638K -25,510 -32%
MLA
15
MB, Levis & Associates
Pennsylvania
$1.27M +$50.9K +2,035 +4%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$1.24M +$136K +5,437 +12%
EH
17
Equitable Holdings
New York
$856K +$89.9K +3,596 +12%
KFI
18
Key Financial Inc
Pennsylvania
$851K
CAM
19
Clark Asset Management
New Hampshire
$828K +$223K +8,907 +36%
SWA
20
Stratos Wealth Advisors
Ohio
$812K +$213K +8,514 +35%
CA
21
CGN Advisors
Kansas
$799K +$238K +9,532 +42%
IWC
22
Integrated Wealth Concepts
Massachusetts
$789K -$125K -4,986 -13%
JWCA
23
J.W. Cole Advisors
Florida
$692K +$703K +28,129 New
VA
24
VestGen Advisors
Illinois
$690K +$701K +28,035 New
HighTower Advisors
25
HighTower Advisors
Illinois
$683K -$14.1K -562 -2%

BSMW Hedge Fund Activity: Q1 2025 in Review

56 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2032 Municipal Bond ETF (BSMW) for Q1 2025, worth a combined $71.4M — up 8.1% from $66M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new BSMW positions and 4 closed out — a net gain of 3 holders — while 33 added to existing stakes and 10 trimmed.

The largest buyer was Confluence Investment Management, adding an estimated $2.87M. The largest seller was Toronto Dominion Bank, exiting entirely with an estimated $1.61M sold.

  • 56 institutional investors held Invesco BulletShares 2032 Municipal Bond ETF (BSMW) as of Q1 2025, up from 53 in Q4 2024.
  • Funds reported $71.4M of Invesco BulletShares 2032 Municipal Bond ETF stock for Q1 2025, up 8.1% quarter-over-quarter.
  • 7 funds opened new Invesco BulletShares 2032 Municipal Bond ETF positions in Q1 2025 and 4 closed out, a net change of +3 holders.
  • The largest Invesco BulletShares 2032 Municipal Bond ETF buyer in Q1 2025 was Confluence Investment Management, an estimated $2.87M added.
  • The largest Invesco BulletShares 2032 Municipal Bond ETF seller in Q1 2025 was Toronto Dominion Bank, an estimated $1.61M sold.

Based on aggregated 13F filings for Q1 2025.