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BSMP

Invesco BulletShares 2025 Municipal Bond ETF
BSMP

Delisted

BSMP was delisted on the 15th of December, 2025.

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67 hedge funds and large institutions have $82.4M invested in Invesco BulletShares 2025 Municipal Bond ETF in 2022 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 28 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

340% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 5

300% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 7

92% more capital invested

Capital invested by funds: $43M → $82.4M (+$39.4M)

31% more funds holding

Funds holding: 51 → 67 (+16)

14.13% more ownership

Funds ownership: 56.91% → 71.03% (+14%)

Holders
67
Holders Change
+16
Holders Change %
+31.37%
% of All Funds
1.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
28
Reduced
7
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$5.65M
2
CIM
Confluence Investment Management
Missouri
+$5.64M
3
LPL Financial
LPL Financial
California
+$3.96M
4
Invesco
Invesco
Georgia
+$2.12M
5
Wells Fargo
Wells Fargo
California
+$1.77M

Top Sellers

Rank Fund Capital Flow
1
RCA
Resonant Capital Advisors
Wisconsin
-$436K
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$239K
3
NAM
NorthCrest Asset Manangement
Minnesota
-$215K
4
TF
TLWM Financial
Texas
-$138K
5
SWP
Stratos Wealth Partners
Ohio
-$108K
Name Holding Trade Value Shares
Change 		Change in
Stake
KF
26
Krilogy Financial
Missouri
$995K +$987K +40,900 New
IA
27
IFP Advisors
Florida
$770K +$332K +13,770 +81%
CA
28
Claro Advisors
Massachusetts
$660K +$95.6K +3,962 +17%
SCFS
29
S.C. Financial Services
Arizona
$567K +$182K +7,537 +48%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$555K – – –
AUB
31
Atlantic Union Bankshares
Virginia
$519K +$515K +21,338 New
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$487K +$484K +20,044 New
EH
33
Equitable Holdings
New York
$474K +$39.3K +1,630 +9%
MTWM
34
Masso Torrence Wealth Management
New Jersey
$465K +$461K +19,116 New
BFEC
35
Benjamin F. Edwards & Company
Missouri
$443K +$162K +6,726 +58%
SFG
36
Sterling Financial Group
California
$433K +$430K +17,801 New
CAM
37
Clark Asset Management
New Hampshire
$425K +$422K +17,494 New
MOS
38
MGO One Seven
Ohio
$410K +$105K +4,350 +35%
SWP
39
Stratos Wealth Partners
Ohio
$378K -$108K -4,496 -22%
PWM
40
Paulson Wealth Management
Illinois
$338K +$335K +13,895 New
BPA
41
Beacon Pointe Advisors
California
$335K +$332K +13,760 New
MML Investors Services
42
MML Investors Services
Massachusetts
$312K +$309K +12,823 New
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$307K +$304K +12,609 New
WB
44
Webster Bank
Connecticut
$305K -$52.5K -2,175 -15%
KOC
45
Koss-Olinger Consulting
Florida
$271K – – –
Stifel Financial
46
Stifel Financial
Missouri
$271K +$268K +11,126 New
HWM
47
Horizons Wealth Management
North Carolina
$260K – – –
TF
48
TLWM Financial
Texas
$247K -$138K -5,712 -36%
KFI
49
Key Financial Inc
Pennsylvania
$246K – – –
KBFS
50
Kohmann Bosshard Financial Services
Ohio
$245K – – –
1
2
3

BSMP Hedge Fund Activity: Q4 2022 in Review

67 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2025 Municipal Bond ETF (BSMP) for Q4 2022, worth a combined $82.4M — up 92% from $43M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new BSMP positions and 5 closed out — a net gain of 17 holders — while 28 added to existing stakes and 7 trimmed.

The largest buyer was Carson Wealth (CWM LLC), adding an estimated $5.65M. The largest seller was Resonant Capital Advisors, cutting an estimated $436K.

  • 67 institutional investors held Invesco BulletShares 2025 Municipal Bond ETF (BSMP) as of Q4 2022, up from 51 in Q3 2022.
  • Funds reported $82.4M of Invesco BulletShares 2025 Municipal Bond ETF stock for Q4 2022, up 92% quarter-over-quarter.
  • 22 funds opened new Invesco BulletShares 2025 Municipal Bond ETF positions in Q4 2022 and 5 closed out, a net change of +17 holders.
  • The largest Invesco BulletShares 2025 Municipal Bond ETF buyer in Q4 2022 was Carson Wealth (CWM LLC), an estimated $5.65M added.
  • The largest Invesco BulletShares 2025 Municipal Bond ETF seller in Q4 2022 was Resonant Capital Advisors, an estimated $436K sold.

Based on aggregated 13F filings for Q4 2022.