Who Owns Invesco BulletShares 2029 Municipal Bond ETF (BSMT)?Hedge Fund & Institutional Holders

$23.23+0.04 (+0.15%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+9 / -4

Price History

$22.21$22.51$22.80$23.10$23.39Aug 24May 25Mar 26

BSMT — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Kathmere Capital Management, LLCNew Position+273K+$6.3B
BANK OF AMERICA CORP /DE/Increased+24K+$5.0B
MONECO ADVISORS, LLCNew Position+133K+$3.1B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+91K+$2.0B
Clark Asset Management, LLCNew Position+75K+$1.7B
UBS Group AGIncreased+42K+$968.4M
Invesco Ltd.Increased+41K+$960.0M
Elequin Capital, LPIncreased+37K+$868.1M
Legacy Private Trust Co.Increased+31K+$708.3M
Koss-Olinger Consulting, LLCNew Position+29K+$661.0M
HOWARD WEALTH MANAGEMENT, LLCNew Position+22K+$517.0M
Carnegie Investment CounselNew Position+22K+$500.0M
SILVERLAKE WEALTH MANAGEMENT LLCNew Position+21K+$476.0M
Cooksen Wealth, LLCNew Position+15K+$351.0M
PRECEDENT WEALTH PARTNERS, LLCIncreased+14K+$329.7M

BSMT — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Sterling Financial Group, Inc.Closed Position-207K-$4.8B
CONFLUENCE INVESTMENT MANAGEMENT LLCClosed Position-107K-$2.5B
VestGen Advisors, LLCDecreased-59K-$2.1B
HUNTINGTON NATIONAL BANKDecreased-80-$701.7M
STIFEL FINANCIAL CORPDecreased-2K-$556.0M
Beacon Pointe Advisors, LLCDecreased-8K-$538.2M
StoneX Group Inc.Decreased-27-$432.4M
JPMORGAN CHASE & CODecreased-179-$172.0M
AlphaStar Capital Management, LLCDecreased-6K-$141.5M
CGN Advisors LLCDecreased-2K-$37.8M
Rise Advisors, LLCClosed Position-213-$4.9M
COMERICA BANKDecreased-5-$1.5M
PRINCIPAL SECURITIES, INC.Closed Position-3K-$67K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1WELLS FARGO & COMPANY/MN497,322$11.0B0.00%Share
2Invesco Ltd.280,320$6.5B0.00%Share
3Kathmere Capital Management, LLC272,702$6.3B0.43%Share
4CENTRAL VALLEY ADVISORS, LLC190,186$4.4B1.32%Share
5UBS Group AG180,590$4.2B0.00%Share
6BANK OF AMERICA CORP /DE/211,666$4.0B0.00%Share
7PRECEDENT WEALTH PARTNERS, LLC153,447$3.6B0.74%Share
8MONECO ADVISORS, LLC133,311$3.1B0.25%Share
9RAYMOND JAMES FINANCIAL INC136,558$3.0B0.00%Share
10OSAIC HOLDINGS, INC.94,202$2.0B0.00%Share
11Focus Partners Wealth95,062$2.0B0.00%Share
12COMMONWEALTH EQUITY SERVICES, LLC91,029$2.0B0.00%Share
13Elequin Capital, LP77,936$1.8B0.13%Share
14Clark Asset Management, LLC74,852$1.7B0.18%Share
15Asset Dedication, LLC69,041$1.6B0.10%Share
16Farmers National Bank51,198$1.2B0.26%Share
17BANK OF AMERICA CORP /DE/53,082$1.0B0.00%Share
18WELLS FARGO & COMPANY/MN81,977$1.0B0.00%Share
19VestGen Advisors, LLC76,485$1.0B0.04%Share
20RAYMOND JAMES FINANCIAL INC64,645$1.0B0.00%Share
21Legacy Private Trust Co.40,131$929.0M0.05%Share
22AlphaStar Capital Management, LLC39,338$910.0M0.07%Share
23FOURPATH CAPITAL MANAGEMENT, LLC30,000$694.0M0.09%Share
24Koss-Olinger Consulting, LLC28,555$661.0M0.05%Share
25Addison Advisors LLC24,970$578.0M0.13%Share
26Horizons Wealth Management23,301$539.0M0.35%Share
27Cambridge Financial Group, LLC22,955$531.0M0.18%Share
28HOWARD WEALTH MANAGEMENT, LLC22,372$517.0M0.23%Share
29Carnegie Investment Counsel21,608$500.0M0.01%Share
30SILVERLAKE WEALTH MANAGEMENT LLC20,599$476.0M0.11%Share
31Hobbs Group Advisors, LLC20,057$464.0M0.14%Share
32Jacobi Capital Management LLC18,476$427.0M0.02%Share
33Legacy Private Trust Co.18,270$422.0M0.02%Share
34Cooksen Wealth, LLC15,203$351.0M0.26%Share
35FF Advisors,LLC14,667$339.0M0.15%Share
36Wealthcare Advisory Partners LLC14,491$335.0M0.01%Share
37WealthBridge Capital Management, LLC13,373$309.0M0.07%Share
38PRIVATE TRUST CO NA13,356$309.0M0.03%Share
39Bill Few Associates, Inc.13,062$302.0M0.07%Share
40WESPAC Advisors, LLC13,000$300.0M0.16%Share
41Accurate Wealth Management, LLC12,063$280.0M0.04%Share
42Farther Finance Advisors, LLC10,889$252.0M0.00%Share
43CGN Advisors LLC10,677$247.0M0.02%Share
44River Street Advisors LLC10,513$243.0M0.09%Share
45YANKCOM Partnership9,549$221.0M0.09%Share
46Foundry Financial Group, Inc.9,528$220.0M0.11%Share
47Opulen Financial Group LLC9,414$217.0M0.16%Share
48D.A. DAVIDSON & CO.9,121$211.0M0.00%Share
49Crews Bank & Trust8,650$200.0M0.03%Share
50Knights of Columbus Asset Advisors LLC7,185$166.0M0.01%Share

BSMT Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025107$75.0B+41
Q3 202566$102.2B-20
Q2 202586$115.0B-4
Q1 202590$133.8B+19
Q4 202471$3.2T+21
Q3 202450$8.0T+3
Q2 202447$4.2T+7
Q1 202440$4.7T—

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As of Q4 2025, 50 institutional investors hold BSMT (Invesco BulletShares 2029 Municipal Bond ETF). The largest holder is WELLS FARGO & COMPANY/MN with $11.0B in shares. This quarter, 9 institutions opened new positions and 4 closed their positions.

Frequently Asked Questions

How many hedge funds own BSMT?

As of Q4 2025, 50 institutional investors report holding BSMT (Invesco BulletShares 2029 Municipal Bond ETF) in their 13F filings.

Who is the largest institutional holder of BSMT?

The largest institutional holder of BSMT is WELLS FARGO & COMPANY/MN with $11.0B in shares.

Is institutional ownership of BSMT increasing or decreasing?

This quarter, 9 institutions opened new positions in BSMT and 4 closed their positions.