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BSMZ

Invesco BulletShares 2035 Municipal Bond ETF
BSMZ

23 hedge funds and large institutions have $16M invested in Invesco BulletShares 2035 Municipal Bond ETF in 2025 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 1 increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

2,200% more funds holding

Funds holding: 1 → 23 (+22)

1,672% more capital invested

Capital invested by funds: $904K → $16M (+$15.1M)

60.73% more ownership

Funds ownership: 17.99% → 78.73% (+61%)

Holders
23
Holders Change
+22
Holders Change %
+2,200%
% of All Funds
0.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
1
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AUB
Atlantic Union Bankshares
Virginia
+$3.3M
2
Invesco
Invesco
Georgia
+$2.29M
3
EC
Elequin Capital
New York
+$2.17M
4
EH
Equitable Holdings
New York
+$801K
5
Jane Street
Jane Street
New York
+$782K

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
AUB
1
Atlantic Union Bankshares
Virginia
$3.3M +$3.3M +129,821 New
Invesco
2
Invesco
Georgia
$2.3M +$2.29M +90,254 New
EC
3
Elequin Capital
New York
$2.17M +$2.17M +85,314 New
Jane Street
4
Jane Street
New York
$1.7M +$782K +30,774 +86%
EH
5
Equitable Holdings
New York
$802K +$801K +31,544 New
Stifel Financial
6
Stifel Financial
Missouri
$755K +$754K +29,687 New
Raymond James Financial
7
Raymond James Financial
Florida
$617K +$616K +24,246 New
KFI
8
Key Financial Inc
Pennsylvania
$599K +$598K +23,550 New
KOC
9
Koss-Olinger Consulting
Florida
$579K +$578K +22,758 New
MOS
10
MGO One Seven
Ohio
$420K +$419K +16,496 New
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$355K +$355K +13,966 New
LPL Financial
12
LPL Financial
California
$319K +$319K +12,543 New
UCFA
13
United Capital Financial Advisors
Texas
$306K +$305K +12,025 New
MML Investors Services
14
MML Investors Services
Massachusetts
$302K +$302K +11,889 New
MA
15
MONECO Advisors
Connecticut
$293K +$292K +11,508 New
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$265K +$264K +10,400 New
CPC
17
Cookson Peirce & Co
Pennsylvania
$222K +$222K +8,745 New
DIM
18
Delta Investment Management
California
$200K +$200K +7,864 New
IAIM
19
International Assets Investment Management
Florida
$141K +$141K +5,545 New
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$127K +$127K +4,985 New
AA
21
Addison Advisors
Vermont
$115K +$115K +4,525 New
KAS
22
Kestra Advisory Services
Texas
$89K +$88.9K +3,500 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$48K +$48K +1,890 New

BSMZ Hedge Fund Activity: Q4 2025 in Review

23 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2035 Municipal Bond ETF (BSMZ) for Q4 2025, worth a combined $16M — up 1,672% from $904K a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new BSMZ positions and 0 closed out — a net gain of 22 holders — while 1 added to existing stakes and 0 trimmed.

The largest buyer was Atlantic Union Bankshares, opening a new position worth an estimated $3.3M.

  • 23 institutional investors held Invesco BulletShares 2035 Municipal Bond ETF (BSMZ) as of Q4 2025, up from 1 in Q3 2025.
  • Funds reported $16M of Invesco BulletShares 2035 Municipal Bond ETF stock for Q4 2025, up 1,672% quarter-over-quarter.
  • 22 funds opened new Invesco BulletShares 2035 Municipal Bond ETF positions in Q4 2025 and 0 closed out, a net change of +22 holders.
  • The largest Invesco BulletShares 2035 Municipal Bond ETF buyer in Q4 2025 was Atlantic Union Bankshares, an estimated $3.3M added.

Based on aggregated 13F filings for Q4 2025.