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BSMY

Invesco BulletShares 2034 Municipal Bond ETF

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: 4745 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
CIM
1
Confluence Investment Management
Missouri
$7.95M -$954K -38,638 -11%
Raymond James Financial
2
Raymond James Financial
Florida
$6.91M +$127K +5,140 +2%
LPL Financial
3
LPL Financial
California
$6.04M -$415K -16,807 -6%
BWM
4
BCS Wealth Management
Tennessee
$5.61M -$3.3M -133,755 -37%
AUB
5
Atlantic Union Bankshares
Virginia
$3.6M +$288K +11,677 +9%
Bank of America
6
Bank of America
North Carolina
$2.81M +$1.41M +57,159 +97%
EFP
7
Envision Financial Planning
Tennessee
$2.79M +$142K +5,770 +5%
HBT
8
Hills Bank & Trust
Iowa
$2.67M +$103K +4,168 +4%
DADC
9
D.A. Davidson & Co
Montana
$2.33M +$148K +5,977 +7%
Invesco
10
Invesco
Georgia
$2.28M -$219K -8,857 -9%
HighTower Advisors
11
HighTower Advisors
Illinois
$2.12M +$1.1M +44,730 +105%
NA
12
Nestegg Advisors
New York
$1.9M +$533K +21,610 +38%
Jane Street
13
Jane Street
New York
$1.81M -$47.8K -1,935 -3%
KAS
14
Kestra Advisory Services
Texas
$1.68M +$447K +18,104 +35%
Stifel Financial
15
Stifel Financial
Missouri
$1.52M +$229K +9,293 +17%
MA
16
MONECO Advisors
Connecticut
$1.16M +$37.1K +1,501 +3%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$879K +$538K +21,805 +151%
CAM
18
Clark Asset Management
New Hampshire
$864K +$47.3K +1,915 +6%
Morgan Stanley
19
Morgan Stanley
New York
$813K +$822K +33,292 +14,996%
KFI
20
Key Financial Inc
Pennsylvania
$766K +$179K +7,235 +30%
UBS Group
21
UBS Group
Switzerland
$672K +$92.9K +3,765 +16%
EH
22
Equitable Holdings
New York
$629K -$13.2K -535 -2%
Osaic Holdings
23
Osaic Holdings
Arizona
$605K +$521K +21,096 +549%
SFA
24
Sequoia Financial Advisors
Ohio
$587K -$169K -6,850 -22%
AA
25
Addison Advisors
Vermont
$568K +$5.55K +225 +1%

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.