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

$22.07+0.04 (+0.16%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.312602244921e+188T

% of Float Held

—

QoQ Change in Holders

+14 / -5

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
Farmers National BankIncreased+2K+$51.8M
Stratos Wealth Advisors, LLCNew Position+271K+$6.0M
Atlantic Union Bankshares CorpNew Position+187K+$4.1M
MONECO ADVISORS, LLCNew Position+142K+$3.1M
Key FInancial IncNew Position+127K+$2.8M
Parkway Wealth Management Group, LLCNew Position+106K+$2.3M
AE Wealth Management LLCNew Position+100K+$2.2M
ENVESTNET ASSET MANAGEMENT INCNew Position+102K+$2.0M
JONES FINANCIAL COMPANIES LLLPNew Position+106K+$2.0M
Elequin Capital, LPNew Position+66K+$1.5M
Clark Asset Management, LLCNew Position+64K+$1.4M
SIGNATUREFD, LLCNew Position+50K+$1.1M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+64K+$1.0M
Sanctuary Advisors, LLCNew Position+44K+$963K
Sarver Vrooman Wealth AdvisorsNew Position+39K+$854K

BSMU — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
CONFLUENCE INVESTMENT MANAGEMENT LLCDecreased-3K-$2.8B
VestGen Advisors, LLCDecreased-8K-$1.6B
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
Addison Advisors LLCDecreased-170-$640.0M
JPMORGAN CHASE & COClosed Position-25K-$545.9M
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
CGN Advisors LLCDecreased-1K-$244.1M
HUB Investment Partners, LLCClosed Position-9K-$201.4M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Farmers National Bank59,596$1.3B0.29%Share
2Farmers National Bank1,112$24.5M0.01%Share
3LPL Financial LLC460,052$10.0M0.00%Share
4WELLS FARGO & COMPANY/MN457,772$10.0M0.00%Share
5Hills Bank & Trust Co432,344$9.5M0.55%Share
6MORGAN STANLEY324,056$7.0M0.00%Share
7Invesco Ltd.287,207$6.3M0.00%Share
8Stratos Wealth Advisors, LLC271,269$6.0M0.29%Share
9UBS Group AG228,613$5.0M0.00%Share
10CENTRAL VALLEY ADVISORS, LLC183,115$4.0M1.20%Share
11Lido Advisors, LLC201,800$4.0M0.01%Share
12HighTower Advisors, LLC209,108$4.0M0.00%Share
13PRECEDENT WEALTH PARTNERS, LLC175,511$3.9M0.81%Share
14Atlantic Union Bankshares Corp175,376$3.9M0.07%Share
15MONECO ADVISORS, LLC142,081$3.1M0.25%Share
16RAYMOND JAMES FINANCIAL INC173,494$3.0M0.00%Share
17BANK OF AMERICA CORP /DE/178,353$3.0M0.00%Share
18Key FInancial Inc126,590$2.8M0.51%Share
19CONFLUENCE INVESTMENT MANAGEMENT LLC124,878$2.8M0.04%Share
20Parkway Wealth Management Group, LLC106,432$2.3M0.31%Share
21Legacy Private Trust Co.105,525$2.3M0.14%Share
22Insight Wealth Partners, LLC103,724$2.3M0.31%Share
23AE Wealth Management LLC100,033$2.2M0.01%Share
24NewEdge Advisors, LLC116,637$2.0M0.01%Share
25ENVESTNET ASSET MANAGEMENT INC102,115$2.0M0.00%Share
26Kestra Advisory Services, LLC128,376$2.0M0.01%Share
27JONES FINANCIAL COMPANIES LLLP105,998$2.0M0.00%Share
28JANE STREET GROUP, LLC104,750$2.0M0.00%Share
29Asset Dedication, LLC80,344$1.8M0.12%Share
30Envision Financial Planning, LLC77,435$1.7M0.64%Share
31NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO33,103$1.5M0.00%Share
32Elequin Capital, LP65,980$1.5M0.11%Share
33Clark Asset Management, LLC64,455$1.4M0.15%Share
34SIGNATUREFD, LLC50,295$1.1M0.02%Share
35RAYMOND JAMES FINANCIAL INC47,620$1.0M0.00%Share
36OSAIC HOLDINGS, INC.46,794$1.0M0.00%Share
37COMMONWEALTH EQUITY SERVICES, LLC64,024$1.0M0.00%Share
38MML INVESTORS SERVICES, LLC75,057$1.0M0.00%Share
39VestGen Advisors, LLC66,436$1.0M0.04%Share
40BANK OF AMERICA CORP /DE/46,270$1.0M0.00%Share
41Focus Partners Wealth65,016$1.0M0.00%Share
42Integrated Wealth Concepts LLC47,539$1.0M0.01%Share
43Sarver Vrooman Wealth Advisors38,812$854K0.49%Share
44AlphaStar Capital Management, LLC35,917$791K0.06%Share
45Sequoia Financial Advisors, LLC35,225$775K0.00%Share
46Marietta Wealth Management, LLC32,644$718K0.08%Share
47Koss-Olinger Consulting, LLC30,178$665K0.05%Share
48Addison Advisors LLC29,055$639K0.14%Share
49Meridian Wealth Management, LLC27,412$603K0.02%Share
50HARBOUR INVESTMENTS, INC.26,739$588K0.01%Share

BSMU Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202595$1.5B+35
Q3 202560$93.9B-14
Q2 202574$93.9B-4
Q1 202578$118.3B+21
Q4 202457$9.4T+11
Q3 202446$41.6T+5
Q2 202441$28.1T+5
Q1 202436$29.0T—

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As of Q4 2025, 50 institutional investors hold BSMU (Invesco BulletShares 2030 Municipal Bond ETF). The largest holder is Farmers National Bank with $1.3B in shares. This quarter, 14 institutions opened new positions and 5 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 Farmers National Bank with $1.3B in shares.

Is institutional ownership of BSMU increasing or decreasing?

This quarter, 14 institutions opened new positions in BSMU and 5 closed their positions.