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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
CIM
1
Confluence Investment Management
Missouri
$9.01M +$624K +25,376 +7%
BWM
2
BCS Wealth Management
Tennessee
$8.98M +$8.98M +365,223 New
Raymond James Financial
3
Raymond James Financial
Florida
$6.88M +$417K +16,939 +6%
LPL Financial
4
LPL Financial
California
$6.54M +$116K +4,711 +2%
AUB
5
Atlantic Union Bankshares
Virginia
$3.36M +$3.36M +136,677 New
EFP
6
Envision Financial Planning
Tennessee
$2.68M +$47.8K +1,945 +2%
HBT
7
Hills Bank & Trust
Iowa
$2.61M +$1.77M +72,003 +212%
Invesco
8
Invesco
Georgia
$2.53M +$655K +26,613 +35%
DADC
9
D.A. Davidson & Co
Montana
$2.21M +$189K +7,671 +9%
Jane Street
10
Jane Street
New York
$1.88M -$239K -9,705 -11%
Bank of America
11
Bank of America
North Carolina
$1.45M +$501K +20,385 +53%
NA
12
Nestegg Advisors
New York
$1.4M +$1.4M +56,849 New
Stifel Financial
13
Stifel Financial
Missouri
$1.31M +$132K +5,372 +11%
KAS
14
Kestra Advisory Services
Texas
$1.26M +$364K +14,786 +41%
MA
15
MONECO Advisors
Connecticut
$1.13M +$42.5K +1,726 +4%
HighTower Advisors
16
HighTower Advisors
Illinois
$1.05M +$265K +10,770 +34%
CAM
17
Clark Asset Management
New Hampshire
$829K +$460K +18,702 +125%
EC
18
Elequin Capital
New York
$808K -$672K -27,306 -45%
SFA
19
Sequoia Financial Advisors
Ohio
$764K +$764K +31,062 New
EH
20
Equitable Holdings
New York
$643K +$5.68K +231 +0.9%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$603K +$48.9K +1,986 +9%
KFI
22
Key Financial Inc
Pennsylvania
$599K +$483K +19,635 +416%
UBS Group
23
UBS Group
Switzerland
$588K +$206K +8,371 +54%
AA
24
Addison Advisors
Vermont
$570K +$54.2K +2,205 +11%
KOC
25
Koss-Olinger Consulting
Florida
$553K – – –
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.