BSMY

Invesco BulletShares 2034 Municipal Bond ETF

30 hedge funds and large institutions have $28.2M invested in Invesco BulletShares 2034 Municipal Bond ETF in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
30
Holders Change
+4
Holders Change %
+15.38%
% of All Funds
0.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
13
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Raymond James Financial
1
Raymond James Financial
Florida
$5.95M +$5.6M +236,180 +1,589%
LPL Financial
2
LPL Financial
California
$5.42M -$257K -10,836 -5%
EC
3
Elequin Capital
New York
$2.69M +$600K +25,300 +29%
Jane Street
4
Jane Street
New York
$1.82M -$627K -26,417 -26%
Invesco
5
Invesco
Georgia
$1.82M -$4.15K -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 -$165K -6,942 -19%
Stifel Financial
9
Stifel Financial
Missouri
$630K +$383K +16,130 +154%
KOC
10
Koss-Olinger Consulting
Florida
$534K +$534K +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 -$465K -19,591 -51%
EFP
14
Envision Financial Planning
Tennessee
$449K +$240K +10,114 +115%
PWP
15
Precedent Wealth Partners
Texas
$415K +$415K +17,519 New
AA
16
Addison Advisors
Vermont
$412K +$87.2K +3,675 +27%
HighTower Advisors
17
HighTower Advisors
Illinois
$393K +$58.5K +2,468 +17%
ADL
18
Asset Dedication LLC
California
$373K +$369K +15,573 +11,045%
Bank of America
19
Bank of America
North Carolina
$364K +$194K +8,177 +114%
YWS
20
Yarger Wealth Strategies
Ohio
$362K +$362K +15,253 New
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$336K +$336K +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 +$74.1K +3,130 +36%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$132K