Invesco BulletShares 2034 Municipal Bond ETF
BSMY
31 hedge funds and large institutions have $28.3M invested in Invesco BulletShares 2034 Municipal Bond ETF in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 6 reducing their positions, and 2 closing their positions.
250% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 2
133% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 6
44% more capital invested
Capital invested by funds: $19.7M → $28.3M (+$8.58M)
19% more funds holding
Funds holding: 26 → 31 (+5)
7.38% less ownership
Funds ownership: 81.83% → 74.46% (-7.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Raymond James Financial
St Petersburg,
Florida
|
+$5.59M |
| 2 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
+$1.53M |
| 3 |
EC
Elequin Capital
New York
|
+$599K |
| 4 |
KOC
Koss-Olinger Consulting
Gainesville,
Florida
|
+$533K |
| 5 |
PWP
Precedent Wealth Partners
Houston,
Texas
|
+$414K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
CGN Advisors
Manhattan,
Kansas
|
-$750K |
| 2 |
Jane Street
New York
|
-$625K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$463K |
| 4 |
TCM
Tassel Capital Management
Matthews,
North Carolina
|
-$266K |
| 5 |
LPL Financial
San Diego,
California
|
-$256K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LFG
26
Larson Financial Group
St Louis,
Missouri
| $111K | – | – | – |
|
27
Royal Bank of Canada
Toronto,
Ontario, Canada
| $95K | +$45.5K | +1,922 | +92% |
|
|
FCAS
28
First Command Advisory Services
Fort Worth,
Texas
| $93.3K | +$43.7K | +1,846 | +88% |
|
29
Osaic Holdings
Scottsdale,
Arizona
| $55.5K | +$17K | +720 | +44% |
|
|
AF
30
Advisornet Financial
Minnetonka,
Minnesota
| $6.9K | – | – | – |
|
31
Fidelity Investments
Boston,
Massachusetts
| $24 | +$24 | +1 | New |
|
|
CA
32
CGN Advisors
Manhattan,
Kansas
| – | -$750K | -31,215 | Closed |
|
|
TCM
33
Tassel Capital Management
Matthews,
North Carolina
| – | -$266K | -11,073 | Closed |
|
BSMY Hedge Fund Activity: Q2 2025 in Review
31 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2034 Municipal Bond ETF (BSMY) for Q2 2025, worth a combined $28.3M — up 44% from $19.7M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new BSMY positions and 2 closed out — a net gain of 5 holders — while 14 added to existing stakes and 6 trimmed.
The largest buyer was Raymond James Financial, adding an estimated $5.59M. The largest seller was CGN Advisors, exiting entirely with an estimated $750K sold.
- 31 institutional investors held Invesco BulletShares 2034 Municipal Bond ETF (BSMY) as of Q2 2025, up from 26 in Q1 2025.
- Funds reported $28.3M of Invesco BulletShares 2034 Municipal Bond ETF stock for Q2 2025, up 44% quarter-over-quarter.
- 7 funds opened new Invesco BulletShares 2034 Municipal Bond ETF positions in Q2 2025 and 2 closed out, a net change of +5 holders.
- The largest Invesco BulletShares 2034 Municipal Bond ETF buyer in Q2 2025 was Raymond James Financial, an estimated $5.59M added.
- The largest Invesco BulletShares 2034 Municipal Bond ETF seller in Q2 2025 was CGN Advisors, an estimated $750K sold.
Based on aggregated 13F filings for Q2 2025.