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BSMY

Invesco BulletShares 2034 Municipal Bond ETF
BSMY

26 hedge funds and large institutions have $19.7M invested in Invesco BulletShares 2034 Municipal Bond ETF in 2025 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 10 increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,400% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 1

174% more capital invested

Capital invested by funds: $7.19M → $19.7M (+$12.5M)

117% more funds holding

Funds holding: 12 → 26 (+14)

23.14% more ownership

Funds ownership: 58.69% → 81.83% (+23%)

Holders
26
Holders Change
+14
Holders Change %
+116.67%
% of All Funds
0.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
10
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$4.75M
2
Jane Street
Jane Street
New York
+$2.52M
3
EC
Elequin Capital
New York
+$2.16M
4
HighTower Advisors
HighTower Advisors
Illinois
+$346K
5
KAS
Kestra Advisory Services
Texas
+$319K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$3.33K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$5.75M +$4.75M +194,083 +430%
Jane Street
2
Jane Street
New York
$2.48M +$2.52M +103,084 New
EC
3
Elequin Capital
New York
$2.12M +$2.16M +88,060 New
Invesco
4
Invesco
Georgia
$1.85M +$278K +11,367 +17%
MLA
5
MB, Levis & Associates
Pennsylvania
$1.17M +$87K +3,553 +8%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$926K +$63K +2,573 +7%
MA
7
MONECO Advisors
Connecticut
$858K +$196K +8,010 +29%
CA
8
CGN Advisors
Kansas
$750K +$260K +10,636 +52%
SG
9
StoneX Group
New York
$631K +$25.4K +1,038 +4%
Raymond James Financial
10
Raymond James Financial
Florida
$357K +$105K +4,308 +41%
HighTower Advisors
11
HighTower Advisors
Illinois
$339K +$346K +14,119 New
AA
12
Addison Advisors
Vermont
$329K +$162K +6,610 +93%
KAS
13
Kestra Advisory Services
Texas
$314K +$319K +13,043 New
CIM
14
Confluence Investment Management
Missouri
$302K +$308K +12,577 New
TCM
15
Tassel Capital Management
North Carolina
$266K +$271K +11,073 New
Stifel Financial
16
Stifel Financial
Missouri
$251K +$256K +10,446 New
EFP
17
Envision Financial Planning
Tennessee
$212K +$216K +8,806 New
MML Investors Services
18
MML Investors Services
Massachusetts
$208K +$1.64K +67 +0.8%
Bank of America
19
Bank of America
North Carolina
$172K +$175K +7,155 New
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$134K +$136K +5,574 New
LFG
21
Larson Financial Group
Missouri
$112K +$114K +4,662 New
FCAS
22
First Command Advisory Services
Texas
$50.1K +$51.1K +2,086 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$50K – – –
Osaic Holdings
24
Osaic Holdings
Arizona
$38.9K +$39.7K +1,620 New
AF
25
Advisornet Financial
Minnesota
$7K +$7.13K +291 New
1
2

BSMY Hedge Fund Activity: Q1 2025 in Review

26 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2034 Municipal Bond ETF (BSMY) for Q1 2025, worth a combined $19.7M — up 174% from $7.19M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new BSMY positions and 1 closed out — a net gain of 14 holders — while 10 added to existing stakes and 0 trimmed.

The largest buyer was LPL Financial, adding an estimated $4.75M. The largest seller was UBS Group, exiting entirely with an estimated $3.33K sold.

  • 26 institutional investors held Invesco BulletShares 2034 Municipal Bond ETF (BSMY) as of Q1 2025, up from 12 in Q4 2024.
  • Funds reported $19.7M of Invesco BulletShares 2034 Municipal Bond ETF stock for Q1 2025, up 174% quarter-over-quarter.
  • 15 funds opened new Invesco BulletShares 2034 Municipal Bond ETF positions in Q1 2025 and 1 closed out, a net change of +14 holders.
  • The largest Invesco BulletShares 2034 Municipal Bond ETF buyer in Q1 2025 was LPL Financial, an estimated $4.75M added.
  • The largest Invesco BulletShares 2034 Municipal Bond ETF seller in Q1 2025 was UBS Group, an estimated $3.33K sold.

Based on aggregated 13F filings for Q1 2025.