Who Owns Invesco BulletShares 2030 Municipal Bond ETF (BSMU)?Hedge Fund & Institutional Holders

$22.07+0.00 (+0.01%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+10 / -6

Price History

$20.96$21.30$21.63$21.97$22.30Aug 24May 25Mar 26

BSMU — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Stratos Wealth Advisors, LLCNew Position+271K+$6.0B
BANK OF AMERICA CORP /DE/Increased+1K+$4.0B
MONECO ADVISORS, LLCNew Position+142K+$3.1B
Invesco Ltd.Increased+118K+$2.6B
JONES FINANCIAL COMPANIES LLLPNew Position+106K+$2.0B
Elequin Capital, LPNew Position+66K+$1.5B
Clark Asset Management, LLCNew Position+64K+$1.4B
UBS Group AGIncreased+62K+$1.4B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+64K+$1.0B
RAYMOND JAMES FINANCIAL INCIncreased+79K+$879.3M
Sarver Vrooman Wealth AdvisorsNew Position+39K+$854.0M
AlphaStar Capital Management, LLCNew Position+36K+$791.0M
Legacy Private Trust Co.Increased+34K+$760.0M
Koss-Olinger Consulting, LLCNew Position+30K+$665.0M
HOWARD WEALTH MANAGEMENT, LLCNew Position+27K+$587.0M

BSMU — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Integrated Wealth Concepts LLCDecreased-24K-$1.6B
OLD MISSION CAPITAL LLCClosed Position-66K-$1.5B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-33K-$1.4B
Sterling Financial Group, Inc.Closed Position-35K-$772.1M
STIFEL FINANCIAL CORPDecreased-3K-$680.4M
VestGen Advisors, LLCDecreased-8K-$622.3M
JPMORGAN CHASE & COClosed Position-25K-$545.0M
Astoria Portfolio Advisors LLC.Closed Position-24K-$522.0M
StoneX Group Inc.Decreased-2K-$482.8M
Beacon Pointe Advisors, LLCDecreased-9K-$423.5M
Avior Wealth Management, LLCDecreased-6K-$343.5M
HUB Investment Partners, LLCClosed Position-9K-$201.4M
Painted Porch Advisors LLCClosed Position-4K-$85.1M
CONFLUENCE INVESTMENT MANAGEMENT LLCDecreased-3K-$52.8M
CGN Advisors LLCDecreased-1K-$25.3M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1WELLS FARGO & COMPANY/MN457,772$10.0B1.82%Share
2Invesco Ltd.287,207$6.3B0.97%Share
3Stratos Wealth Advisors, LLC271,269$6.0B0.29%Share
4UBS Group AG228,613$5.0B0.82%Share
5CENTRAL VALLEY ADVISORS, LLC183,115$4.0B1.20%Share
6PRECEDENT WEALTH PARTNERS, LLC175,511$3.9B0.81%Share
7MONECO ADVISORS, LLC142,081$3.1B0.25%Share
8BANK OF AMERICA CORP /DE/178,353$3.0B0.22%Share
9RAYMOND JAMES FINANCIAL INC173,494$3.0B0.93%Share
10CONFLUENCE INVESTMENT MANAGEMENT LLC124,878$2.8B41.21%Share
11Legacy Private Trust Co.105,525$2.3B0.14%Share
12JONES FINANCIAL COMPANIES LLLP105,998$2.0B1.22%Share
13Asset Dedication, LLC80,344$1.8B0.12%Share
14Envision Financial Planning, LLC77,435$1.7B0.64%Share
15Elequin Capital, LP65,980$1.5B0.11%Share
16Clark Asset Management, LLC64,455$1.4B0.15%Share
17Farmers National Bank59,596$1.3B0.29%Share
18OSAIC HOLDINGS, INC.46,794$1.0B1.46%Share
19BANK OF AMERICA CORP /DE/46,270$1.0B0.07%Share
20VestGen Advisors, LLC66,436$1.0B0.04%Share
21RAYMOND JAMES FINANCIAL INC47,620$1.0B0.31%Share
22Focus Partners Wealth65,016$1.0B1.14%Share
23COMMONWEALTH EQUITY SERVICES, LLC64,024$1.0B1.33%Share
24Sarver Vrooman Wealth Advisors38,812$854.0M0.49%Share
25AlphaStar Capital Management, LLC35,917$791.0M0.06%Share
26Koss-Olinger Consulting, LLC30,178$665.0M0.05%Share
27Addison Advisors LLC29,055$639.0M0.14%Share
28HOWARD WEALTH MANAGEMENT, LLC26,690$587.0M0.26%Share
29Horizons Wealth Management25,494$561.0M0.37%Share
30Cambridge Financial Group, LLC24,406$537.0M0.19%Share
31Jacobi Capital Management LLC19,329$425.0M0.02%Share
32Legacy Private Trust Co.19,200$422.0M0.02%Share
33Hobbs Group Advisors, LLC12,755$280.0M0.08%Share
34Farther Finance Advisors, LLC11,441$251.0M2.69%Share
35LINCOLN CAPITAL CORP10,117$222.0M0.08%Share
36CGN Advisors LLC9,979$219.0M0.02%Share
37J.W. COLE ADVISORS, INC.9,980$219.0M0.01%Share
38Opulen Financial Group LLC9,815$216.0M0.16%Share
39Gradient Capital Advisors, LLC9,381$206.0M0.05%Share
40Crews Bank & Trust9,110$200.0M0.03%Share
41YANKCOM Partnership7,900$173.0M0.07%Share
42Knights of Columbus Asset Advisors LLC7,550$166.0M0.01%Share
43First Command Advisory Services, Inc.5,935$130.0M0.91%Share
44Farmers National Bank1,112$24.5M0.01%Share
45LPL Financial LLC460,052$10.0M0.00%Share
46Hills Bank & Trust Co432,344$9.5M0.00%Share
47UBS Group AG374$8.0M0.00%Share
48MORGAN STANLEY324,056$7.0M0.00%Share
49Lido Advisors, LLC201,800$4.0M0.01%Share
50HighTower Advisors, LLC209,108$4.0M0.00%Share

BSMU Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202594$73.0B+34
Q3 202560$79.1B-14
Q2 202574$86.7B-4
Q1 202578$99.3B+22
Q4 202456$1.2T+11
Q3 202445$8.8T+4
Q2 202441$3.0T+5
Q1 202436$3.7T—

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As of Q4 2025, 50 institutional investors hold BSMU (Invesco BulletShares 2030 Municipal Bond ETF). The largest holder is WELLS FARGO & COMPANY/MN with $10.0B in shares. This quarter, 10 institutions opened new positions and 6 closed their positions.

Frequently Asked Questions

How many hedge funds own BSMU?

As of Q4 2025, 50 institutional investors report holding BSMU (Invesco BulletShares 2030 Municipal Bond ETF) in their 13F filings.

Who is the largest institutional holder of BSMU?

The largest institutional holder of BSMU is WELLS FARGO & COMPANY/MN with $10.0B in shares.

Is institutional ownership of BSMU increasing or decreasing?

This quarter, 10 institutions opened new positions in BSMU and 6 closed their positions.