Invesco BulletShares 2034 Municipal Bond ETF
BSMY
42 hedge funds and large institutions have $45.9M invested in Invesco BulletShares 2034 Municipal Bond ETF in 2025 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 20 increasing their positions, 4 reducing their positions, and 3 closing their positions.
400% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 4
367% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 3
62% more capital invested
Capital invested by funds: $28.3M → $45.9M (+$17.6M)
35% more funds holding
Funds holding: 31 → 42 (+11)
9.44% less ownership
Funds ownership: 74.46% → 65.01% (-9.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
+$7.82M |
| 2 |
EFP
Envision Financial Planning
Memphis,
Tennessee
|
+$2.1M |
| 3 |
HBT
Hills Bank & Trust
North Liberty,
Iowa
|
+$809K |
| 4 |
LPL Financial
San Diego,
California
|
+$782K |
| 5 |
SFG
Sterling Financial Group
Pasadena,
California
|
+$740K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MLA
MB, Levis & Associates
Center Valley,
Pennsylvania
|
-$1.29M |
| 2 |
EC
Elequin Capital
New York
|
-$1.27M |
| 3 |
SG
StoneX Group
New York
|
-$88.2K |
| 4 |
AF
Advisornet Financial
Minnetonka,
Minnesota
|
-$6.9K |
| 5 |
Invesco
Atlanta,
Georgia
|
-$4.71K |
BSMY Hedge Fund Activity: Q3 2025 in Review
42 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2034 Municipal Bond ETF (BSMY) for Q3 2025, worth a combined $45.9M — up 62% from $28.3M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new BSMY positions and 3 closed out — a net gain of 11 holders — while 20 added to existing stakes and 4 trimmed.
The largest buyer was Confluence Investment Management, adding an estimated $7.82M. The largest seller was MB, Levis & Associates, exiting entirely with an estimated $1.29M sold.
- 42 institutional investors held Invesco BulletShares 2034 Municipal Bond ETF (BSMY) as of Q3 2025, up from 31 in Q2 2025.
- Funds reported $45.9M of Invesco BulletShares 2034 Municipal Bond ETF stock for Q3 2025, up 62% quarter-over-quarter.
- 14 funds opened new Invesco BulletShares 2034 Municipal Bond ETF positions in Q3 2025 and 3 closed out, a net change of +11 holders.
- The largest Invesco BulletShares 2034 Municipal Bond ETF buyer in Q3 2025 was Confluence Investment Management, an estimated $7.82M added.
- The largest Invesco BulletShares 2034 Municipal Bond ETF seller in Q3 2025 was MB, Levis & Associates, an estimated $1.29M sold.
Based on aggregated 13F filings for Q3 2025.