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Invesco BulletShares 2032 Municipal Bond ETF

53 hedge funds and large institutions have $72.2M invested in Invesco BulletShares 2032 Municipal Bond ETF in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 29 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 16

1% more capital invested

Capital invested by funds: $71.4M → $72.2M (+$785K)

3.75% less ownership

Funds ownership: 70.5%66.75% (-3.7%)

5% less funds holding

Funds holding: 5653 (-3)

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

Holders
53
Holders Change
-3
Holders Change %
-5.36%
% of All Funds
0.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
29
Reduced
16
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$9.73M -$416K -17,074 -4%
Morgan Stanley
2
Morgan Stanley
New York
$7.45M -$267K -10,987 -3%
AUB
3
Atlantic Union Bankshares
Virginia
$6.76M +$727K +29,844 +12%
Wells Fargo
4
Wells Fargo
California
$5.28M -$1.06M -43,648 -17%
Jane Street
5
Jane Street
New York
$3.75M +$2M +82,134 +115%
Bank of America
6
Bank of America
North Carolina
$3.36M +$355K +14,571 +12%
CIM
7
Confluence Investment Management
Missouri
$3.04M -$59.4K -2,442 -2%
PWP
8
Precedent Wealth Partners
Texas
$2.87M +$330K +13,548 +13%
Raymond James Financial
9
Raymond James Financial
Florida
$2.47M +$456K +18,751 +23%
SWA
10
Stratos Wealth Advisors
Ohio
$2.36M +$1.54M +63,205 +191%
Invesco
11
Invesco
Georgia
$1.78M -$50.6K -2,077 -3%
KAS
12
Kestra Advisory Services
Texas
$1.76M -$88.2K -3,625 -5%
Ameriprise
13
Ameriprise
Minnesota
$1.65M
MLA
14
MB, Levis & Associates
Pennsylvania
$1.48M +$216K +8,855 +17%
EFP
15
Envision Financial Planning
Tennessee
$1.35M -$2.8M -114,894 -68%
SFG
16
Sterling Financial Group
California
$1.34M -$11K -450 -0.8%
EH
17
Equitable Holdings
New York
$983K +$131K +5,383 +15%
KFI
18
Key Financial Inc
Pennsylvania
$847K
Stifel Financial
19
Stifel Financial
Missouri
$844K +$381K +15,668 +83%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$825K -$405K -16,657 -33%
ADL
21
Asset Dedication LLC
California
$792K +$601K +24,707 +324%
IWC
22
Integrated Wealth Concepts
Massachusetts
$787K +$1.58K +65 +0.2%
VA
23
VestGen Advisors
Illinois
$771K +$85.5K +3,514 +13%
CAM
24
Clark Asset Management
New Hampshire
$743K -$81.1K -3,331 -10%
JWCA
25
J.W. Cole Advisors
Florida
$690K +$1.63K +67 +0.2%

BSMW Hedge Fund Activity: Q2 2025 in Review

53 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2032 Municipal Bond ETF (BSMW) for Q2 2025, worth a combined $72.2M — up 1.1% from $71.4M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of BSMW and 2 opened new positions — a net loss of 3 holders — while 16 trimmed existing stakes and 29 added.

The largest buyer was Jane Street, adding an estimated $2M. The largest seller was Envision Financial Planning, cutting an estimated $2.8M.

  • 53 institutional investors held Invesco BulletShares 2032 Municipal Bond ETF (BSMW) as of Q2 2025, down from 56 in Q1 2025.
  • Funds reported $72.2M of Invesco BulletShares 2032 Municipal Bond ETF stock for Q2 2025, up 1.1% quarter-over-quarter.
  • 2 funds opened new Invesco BulletShares 2032 Municipal Bond ETF positions in Q2 2025 and 5 closed out, a net change of -3 holders.
  • The largest Invesco BulletShares 2032 Municipal Bond ETF buyer in Q2 2025 was Jane Street, an estimated $2M added.
  • The largest Invesco BulletShares 2032 Municipal Bond ETF seller in Q2 2025 was Envision Financial Planning, an estimated $2.8M sold.

Based on aggregated 13F filings for Q2 2025.