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BSMY

Invesco BulletShares 2034 Municipal Bond ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 2631 (+5)

7.38% less ownership

Funds ownership: 81.83%74.46% (-7.4%)

Holders
31
Holders Change
+5
Holders Change %
+19.23%
% of All Funds
0.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
14
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James Financial
1
Raymond James Financial
Florida
$5.95M +$5.59M +236,180 +1,589%
LPL Financial
2
LPL Financial
California
$5.42M -$256K -10,836 -5%
EC
3
Elequin Capital
New York
$2.69M +$599K +25,300 +29%
Jane Street
4
Jane Street
New York
$1.82M -$625K -26,417 -26%
Invesco
5
Invesco
Georgia
$1.82M -$4.14K -175 -0.2%
DADC
6
D.A. Davidson & Co
Montana
$1.53M +$1.53M +64,622 New
MLA
7
MB, Levis & Associates
Pennsylvania
$1.29M +$134K +5,656 +12%
MA
8
MONECO Advisors
Connecticut
$682K -$164K -6,942 -19%
Stifel Financial
9
Stifel Financial
Missouri
$630K +$382K +16,130 +154%
KOC
10
Koss-Olinger Consulting
Florida
$534K +$533K +22,510 New
SG
11
StoneX Group
New York
$495K -$127K -5,371 -20%
KAS
12
Kestra Advisory Services
Texas
$489K +$180K +7,596 +58%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$449K -$463K -19,591 -51%
EFP
14
Envision Financial Planning
Tennessee
$449K +$239K +10,114 +115%
PWP
15
Precedent Wealth Partners
Texas
$415K +$414K +17,519 New
AA
16
Addison Advisors
Vermont
$412K +$86.9K +3,675 +27%
HighTower Advisors
17
HighTower Advisors
Illinois
$393K +$58.4K +2,468 +17%
ADL
18
Asset Dedication LLC
California
$373K +$368K +15,573 +11,045%
Bank of America
19
Bank of America
North Carolina
$364K +$193K +8,177 +114%
YWS
20
Yarger Wealth Strategies
Ohio
$362K +$361K +15,253 New
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$336K +$335K +14,169 New
CIM
22
Confluence Investment Management
Missouri
$298K
EH
23
Equitable Holdings
New York
$285K +$285K +12,037 New
MML Investors Services
24
MML Investors Services
Massachusetts
$279K +$74K +3,130 +36%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$132K

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.