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BSMZ

Invesco BulletShares 2035 Municipal Bond ETF
BSMZ

29 hedge funds and large institutions have $26M invested in Invesco BulletShares 2035 Municipal Bond ETF in 2026 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 14 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 4

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

62% more capital invested

Capital invested by funds: $16M → $26M (+$9.99M)

26% more funds holding

Funds holding: 23 → 29 (+6)

9.72% less ownership

Funds ownership: 78.73% → 69.01% (-9.7%)

Holders
29
Holders Change
+6
Holders Change %
+26.09%
% of All Funds
0.36%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
14
Reduced
4
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CIM
Confluence Investment Management
Missouri
+$5.7M
2
LPL Financial
LPL Financial
California
+$3.52M
3
HighTower Advisors
HighTower Advisors
Illinois
+$1.03M
4
IA
IFP Advisors
Florida
+$460K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$457K

Top Sellers

1
EC
Elequin Capital
New York
-$2.17M
2
Jane Street
Jane Street
New York
-$668K
3
KOC
Koss-Olinger Consulting
Florida
-$579K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$265K
5
DIM
Delta Investment Management
California
-$200K
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$97K +$49.8K +1,950 +103%
ADL
27
Asset Dedication LLC
California
$7.49K +$7.61K +298 New
UBS Group
28
UBS Group
Switzerland
$7.44K +$7.56K +296 New
RFP
29
Root Financial Partners
California
$3.32K +$3.37K +132 New
EC
30
Elequin Capital
New York
– -$2.17M -85,314 Closed
KOC
31
Koss-Olinger Consulting
Florida
– -$579K -22,758 Closed
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
– -$265K -10,400 Closed
DIM
33
Delta Investment Management
California
– -$200K -7,864 Closed
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