I
Invesco BulletShares 2029 Municipal Bond
BSMT • NASDAQ
Invesco BulletShares 2029 Municipal Bond is an exchange-traded fund on NASDAQ. As of Q3 2025, 99 institutional investors hold shares in this ETF, with total holdings valued at $148.0M. Hills Bank & Trust Co is the largest holder with a position valued at $13.2M.
Overview
Overview of institutional ownership in BSMT as of Q3 2025
All Institutions
- Institutions
- 99
- Value Held
- $148.0M
- Shares Held
- 6.4M
- Avg Position
- $1.5M
- Median Position
- $538.2K
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $935.9K
- Shares Held
- 40.5K
- Avg Position
- $935.9K
- Median Position
- $935.9K
Biggest Investors
Institutions with the largest positions in BSMT as of Q3 2025
| Institution | Position Value |
|---|---|
H Hills Bank & Trust Co Institution | $13.2M 0.78% of portfolio |
 WELLS FARGO & COMPANY/MN Institution | $12.7M 0.00% of portfolio |
 Kathmere Capital Management, LLC RIA/Wealth | $6.4M 0.46% of portfolio |
L LPL Financial LLC Institution | $5.7M 0.00% of portfolio |
 BANK OF AMERICA CORP /DE/ Institution | $5.6M 0.00% of portfolio |
 MORGAN STANLEY RIA/Wealth | $5.6M 0.00% of portfolio |
 Invesco Ltd. ETF Provider | $5.5M 0.00% of portfolio |
 Sterling Financial Group, Inc. RIA/Wealth | $4.8M 1.52% of portfolio |
C CENTRAL VALLEY ADVISORS, LLC Institution | $4.4M 1.38% of portfolio |
$4.1M 0.13% of portfolio |
Net Capital Flow
Institutional buying and selling activity for BSMT in Q3 2025
- Traded
- +$9.4M
- Buyers
- 61
- Sellers
- 27
- Total Bought
- +$19.6M
- Total Sold
- −$10.3M
- Avg Position
- $1.4M
Biggest Buyers
| Institution | Net Bought |
|---|---|
Sterling Financial Group, Inc. RIA/Wealth | +$2.6M +114.5K shares |
WELLS FARGO & COMPANY/MN Institution | +$1.3M +56.8K shares |
MORGAN STANLEY RIA/Wealth | +$1.2M +52.5K shares |
 SIGNATUREFD, LLC RIA/Wealth | +$937.8K +40.6K shares |
E ELEQUIN CAPITAL LP Hedge Fund•Multi-Strategy | +$935.9K +40.5K shares |
 Lido Advisors, LLC RIA/Wealth | +$847.8K +36.7K shares |
L LPL Financial LLC Institution | +$750.2K +32.5K shares |
 REUTER JAMES WEALTH MANAGEMENT, LLC RIA/Wealth | +$693.0K +30.0K shares |
+$556.5K +24.1K shares | |
B BROWN ADVISORY INC RIA/Wealth | +$546.3K +23.6K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
J JANE STREET GROUP, LLC Institution | −$3.0M −134.2K shares |
 CONFLUENCE INVESTMENT MANAGEMENT LLC Long Only Manager | −$2.8M −120.0K shares |
 AMERIPRISE FINANCIAL INC Institution | −$1.5M −66.0K shares |
H Hills Bank & Trust Co Institution | −$905.0K −39.2K shares |
 Garrett Investment Advisors LLC RIA/Wealth | −$397.6K −17.2K shares |
 Eqis Capital Management, Inc. RIA/Wealth | −$257.5K −11.3K shares |
O OLD MISSION CAPITAL LLC Institution | −$215.9K −9.5K shares |
Kathmere Capital Management, LLC RIA/Wealth | −$202.3K −8.8K shares |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | −$153.9K −6.7K shares |
 Carnegie Capital Asset Management, LLC RIA/Wealth | −$116.6K −5.0K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited BSMT in Q3 2025
- New Positions
- 12
- New Value
- $3.6M
- Exited Positions
- 6
- Exited Value
- $5.0M
New Positions
| Institution | Position Value |
|---|---|
E ELEQUIN CAPITAL LP Hedge Fund•Multi-Strategy | $935.9K 40.5K shares |
REUTER JAMES WEALTH MANAGEMENT, LLC RIA/Wealth | $693.0K 30.0K shares |
 Hartland & Co., LLC RIA/Wealth | $298.8K 12.9K shares |
 Cetera Investment Advisers RIA/Wealth | $279.5K 12.1K shares |
 River Street Advisors LLC RIA/Wealth | $242.9K 10.5K shares |
 Accurate Wealth Management, LLC RIA/Wealth | $230.8K 10.0K shares |
 IFG Advisory, LLC RIA/Wealth | $212.8K 9.2K shares |
 Baird Financial Group, Inc. Private Equity | $204.4K 8.9K shares |
H Heritage Trust Co Institution | $202.8K 8.8K shares |
 O'SHAUGHNESSY ASSET MANAGEMENT, LLC Long Only Manager | $160.0K 6.9K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
J JANE STREET GROUP, LLC Institution | $3.0M 134.2K shares |
AMERIPRISE FINANCIAL INC Institution | $1.5M 66.0K shares |
Eqis Capital Management, Inc. RIA/Wealth | $257.5K 11.3K shares |
O OLD MISSION CAPITAL LLC Institution | $215.9K 9.5K shares |
A AdvisorNet Financial, Inc Institution | $6.7K 293.0 shares |
 FMR LLC Institution | $23.0 1.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in BSMT as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with BSMT as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Sterling Financial Group, Inc. RIA/Wealth | 1.52% $4.8M |
C CENTRAL VALLEY ADVISORS, LLC Institution | 1.38% $4.4M |
H Hills Bank & Trust Co Institution | 0.78% $13.2M |
P PRECEDENT WEALTH PARTNERS, LLC RIA/Wealth | 0.73% $3.2M |
 Key FInancial Inc RIA/Wealth | 0.51% $2.8M |
Kathmere Capital Management, LLC RIA/Wealth | 0.46% $6.4M |
 Horizons Wealth Management RIA/Wealth | 0.34% $494.9K |
 Cooksen Wealth, LLC RIA/Wealth | 0.26% $351.2K |
 MONECO Advisors, LLC RIA/Wealth | 0.25% $3.0M |
 Wingate Wealth Advisors, Inc. RIA/Wealth | 0.25% $358.8K |
Hedge Fund Spotlight
Discover hedge funds investing in BSMT
E
ELEQUIN CAPITAL LP
Hedge Fund • Multi-Strategy
Portfolio ManagerPeter German Gutierrez
- Portfolio Value
- $864.9M
- Positions
- 104
- Last Reported
- Q3 2025
Sector Allocation
I
Position in Invesco BulletShares 2029 Municipal Bond
- Market Value
- $935.9K
- Shares Held
- 40.5K
- Portfolio Weight
- 0.11%
- Owned Since
- 2025-Q3
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Auto - Manufacturers Consumer Cyclical | $204.2M | 23.62% | |
Software - Infrastructure Technology | $77.7M | 8.98% | |
Semiconductors Technology | $56.6M | 6.54% |
