We are live on ! Find out more
BSMY

Invesco BulletShares 2034 Municipal Bond ETF
BSMY

45 hedge funds and large institutions have $64.5M invested in Invesco BulletShares 2034 Municipal Bond ETF in 2026 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 24 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 11

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

3% less capital invested

Capital invested by funds: $66.2M → $64.5M (-$1.73M)

4% less funds holding

Funds holding: 47 → 45 (-2)

9.51% less ownership

Funds ownership: 72.77% → 63.26% (-9.5%)

Holders
45
Holders Change
-2
Holders Change %
-4.26%
% of All Funds
0.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
24
Reduced
11
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$1.41M
2
HighTower Advisors
HighTower Advisors
Illinois
+$1.1M
3
Morgan Stanley
Morgan Stanley
New York
+$822K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$538K
5
NA
Nestegg Advisors
New York
+$533K

Top Sellers

Rank Fund Capital Flow
1
BWM
BCS Wealth Management
Tennessee
-$3.3M
2
CIM
Confluence Investment Management
Missouri
-$954K
3
EC
Elequin Capital
New York
-$808K
4
KOC
Koss-Olinger Consulting
Florida
-$553K
5
Cerity Partners
Cerity Partners
New York
-$505K
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$547K +$82.3K +3,335 +17%
PWP
27
Precedent Wealth Partners
Texas
$501K – – –
TCM
28
Tassel Capital Management
North Carolina
$401K +$3.58K +145 +0.9%
UCFA
29
United Capital Financial Advisors
Texas
$386K +$70K +2,837 +22%
YWS
30
Yarger Wealth Strategies
Ohio
$385K +$3.41K +138 +0.9%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$343K +$151K +6,129 +76%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$338K -$261K -10,579 -43%
JCM
33
Jacobi Capital Management
Pennsylvania
$295K – – –
MML Investors Services
34
MML Investors Services
Massachusetts
$262K -$35.9K -1,456 -12%
BFA
35
Bill Few Associates
Pennsylvania
$229K +$233K +9,420 New
CAPTRUST Financial Advisors
36
CAPTRUST Financial Advisors
North Carolina
$213K +$1.68K +68 +0.8%
CPC
37
Cookson Peirce & Co
Pennsylvania
$203K -$5.01K -203 -2%
ADL
38
Asset Dedication LLC
California
$171K -$347K -14,059 -67%
GSEP
39
Golden State Equity Partners
California
$141K +$143K +5,800 New
FCAS
40
First Command Advisory Services
Texas
$130K – – –
LFG
41
Larson Financial Group
Missouri
$113K – – –
Jones Financial Companies
42
Jones Financial Companies
Missouri
$98.8K +$101K +4,099 New
IA
43
IFP Advisors
Florida
$84.9K – – –
Fifth Third Bancorp
44
Fifth Third Bancorp
Ohio
$40.1K +$40.8K +1,654 New
RFP
45
Root Financial Partners
California
$3.27K +$3.33K +135 New
EC
46
Elequin Capital
New York
– -$808K -32,887 Closed
KOC
47
Koss-Olinger Consulting
Florida
– -$553K -22,510 Closed
Cerity Partners
48
Cerity Partners
New York
– -$505K -20,532 Closed
JWCA
49
J.W. Cole Advisors
Florida
– -$346K -14,087 Closed
SG
50
StoneX Group
New York
– -$330K -13,406 Closed
1
2

BSMY Hedge Fund Activity: Q1 2026 in Review

45 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2034 Municipal Bond ETF (BSMY) for Q1 2026, worth a combined $64.5M — down 2.6% from $66.2M a quarter earlier.

Fund positioning in BSMY was balanced in Q1 2026: 5 funds opened new positions, 5 closed out, 24 added to existing stakes and 11 trimmed.

The largest buyer was Bank of America, adding an estimated $1.41M. The largest seller was BCS Wealth Management, cutting an estimated $3.3M.

  • 45 institutional investors held Invesco BulletShares 2034 Municipal Bond ETF (BSMY) as of Q1 2026, down from 47 in Q4 2025.
  • Funds reported $64.5M of Invesco BulletShares 2034 Municipal Bond ETF stock for Q1 2026, down 2.6% quarter-over-quarter.
  • 5 funds opened new Invesco BulletShares 2034 Municipal Bond ETF positions in Q1 2026 and 5 closed out, a net change of 0 holders.
  • The largest Invesco BulletShares 2034 Municipal Bond ETF buyer in Q1 2026 was Bank of America, an estimated $1.41M added.
  • The largest Invesco BulletShares 2034 Municipal Bond ETF seller in Q1 2026 was BCS Wealth Management, an estimated $3.3M sold.

Based on aggregated 13F filings for Q1 2026.