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BSMY

Invesco BulletShares 2034 Municipal Bond ETF
BSMY

47 hedge funds and large institutions have $66.2M invested in Invesco BulletShares 2034 Municipal Bond ETF in 2025 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 31 increasing their positions, 4 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

675% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 4

44% more capital invested

Capital invested by funds: $45.9M → $66.2M (+$20.3M)

12% more funds holding

Funds holding: 42 → 47 (+5)

7.76% more ownership

Funds ownership: 65.01% → 72.77% (+7.8%)

Holders
47
Holders Change
+5
Holders Change %
+11.9%
% of All Funds
0.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
31
Reduced
4
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BWM
BCS Wealth Management
Tennessee
+$8.98M
2
AUB
Atlantic Union Bankshares
Virginia
+$3.36M
3
HBT
Hills Bank & Trust
Iowa
+$1.77M
4
NA
Nestegg Advisors
New York
+$1.4M
5
SFA
Sequoia Financial Advisors
Ohio
+$764K

Top Sellers

Rank Fund Capital Flow
1
EC
Elequin Capital
New York
-$672K
2
Jane Street
Jane Street
New York
-$239K
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$230K
4
SG
StoneX Group
New York
-$92.3K
Name Holding Trade Value Shares
Change 		Change in
Stake
ADL
26
Asset Dedication LLC
California
$519K +$29.3K +1,193 +6%
PWP
27
Precedent Wealth Partners
Texas
$507K +$76.6K +3,114 +18%
Cerity Partners
28
Cerity Partners
New York
$505K – – –
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$472K +$211K +8,558 +80%
TCM
30
Tassel Capital Management
North Carolina
$403K +$4.21K +171 +1%
YWS
31
Yarger Wealth Strategies
Ohio
$387K +$8.61K +350 +2%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$355K -$230K -9,342 -39%
JWCA
33
J.W. Cole Advisors
Florida
$346K +$83.5K +3,393 +32%
SG
34
StoneX Group
New York
$330K -$92.3K -3,753 -22%
UCFA
35
United Capital Financial Advisors
Texas
$323K +$85.1K +3,460 +36%
MML Investors Services
36
MML Investors Services
Massachusetts
$301K +$14.8K +601 +5%
JCM
37
Jacobi Capital Management
Pennsylvania
$299K +$72.6K +2,950 +32%
CAPTRUST Financial Advisors
38
CAPTRUST Financial Advisors
North Carolina
$214K +$1.97K +80 +0.9%
CPC
39
Cookson Peirce & Co
Pennsylvania
$210K +$210K +8,555 New
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$197K +$32.7K +1,331 +20%
OP
41
ORG Partners
Indiana
$143K – – –
FCAS
42
First Command Advisory Services
Texas
$132K +$6.47K +263 +5%
LFG
43
Larson Financial Group
Missouri
$115K – – –
Osaic Holdings
44
Osaic Holdings
Arizona
$94.4K +$36.9K +1,500 +64%
IA
45
IFP Advisors
Florida
$86K +$86.1K +3,500 New
Comerica Bank
46
Comerica Bank
Texas
$22K – – –
Morgan Stanley
47
Morgan Stanley
New York
$5.46K – – –
1
2

BSMY Hedge Fund Activity: Q4 2025 in Review

47 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2034 Municipal Bond ETF (BSMY) for Q4 2025, worth a combined $66.2M — up 44% from $45.9M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new BSMY positions and 0 closed out — a net gain of 6 holders — while 31 added to existing stakes and 4 trimmed.

The largest buyer was BCS Wealth Management, opening a new position worth an estimated $8.98M. The largest seller was Elequin Capital, cutting an estimated $672K.

  • 47 institutional investors held Invesco BulletShares 2034 Municipal Bond ETF (BSMY) as of Q4 2025, up from 42 in Q3 2025.
  • Funds reported $66.2M of Invesco BulletShares 2034 Municipal Bond ETF stock for Q4 2025, up 44% quarter-over-quarter.
  • 6 funds opened new Invesco BulletShares 2034 Municipal Bond ETF positions in Q4 2025 and 0 closed out, a net change of +6 holders.
  • The largest Invesco BulletShares 2034 Municipal Bond ETF buyer in Q4 2025 was BCS Wealth Management, an estimated $8.98M added.
  • The largest Invesco BulletShares 2034 Municipal Bond ETF seller in Q4 2025 was Elequin Capital, an estimated $672K sold.

Based on aggregated 13F filings for Q4 2025.