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BSMP

Invesco BulletShares 2025 Municipal Bond ETF

Delisted

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

74 hedge funds and large institutions have $106M invested in Invesco BulletShares 2025 Municipal Bond ETF in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 39 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

255% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 11

180% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 5

29% more capital invested

Capital invested by funds: $82.4M → $106M (+$24M)

10% more funds holding

Funds holding: 6774 (+7)

4.58% more ownership

Funds ownership: 71.03%75.61% (+4.6%)

Holders
74
Holders Change
+7
Holders Change %
+10.45%
% of All Funds
1.18%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
39
Reduced
11
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EH
26
Equitable Holdings
New York
$1.09M +$609K +24,891 +128%
FNB
27
Farmers National Bank
Kentucky
$1.06M +$29.6K +1,209 +3%
KFI
28
Key Financial Inc
Pennsylvania
$1.06M +$805K +32,900 +318%
Citadel Advisors
29
Citadel Advisors
Florida
$1.05M +$1.04M +42,657 New
KF
30
Krilogy Financial
Missouri
$1M
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$801K +$623K +25,452 +355%
APA
32
Astoria Portfolio Advisors
New York
$714K +$711K +29,039 New
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$669K +$108K +4,425 +19%
CWM
34
Cornerstone Wealth Management
Missouri
$643K +$641K +26,182 New
SPIA
35
Steward Partners Investment Advisory
New York
$634K -$687K -28,077 -52%
FWM
36
Fortress Wealth Management
California
$616K +$614K +25,090 New
CA
37
Claro Advisors
Massachusetts
$593K -$73.4K -3,000 -11%
AWM
38
Avior Wealth Management
Nebraska
$585K +$583K +23,838 New
AUB
39
Atlantic Union Bankshares
Virginia
$538K +$14.7K +600 +3%
PWM
40
Paulson Wealth Management
Illinois
$532K +$191K +7,798 +56%
HWM
41
Horizons Wealth Management
North Carolina
$487K +$224K +9,150 +85%
MTWM
42
Masso Torrence Wealth Management
New Jersey
$481K +$12.2K +500 +3%
BPA
43
Beacon Pointe Advisors
California
$470K +$132K +5,392 +39%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$459K +$149K +6,077 +48%
BFEC
45
Benjamin F. Edwards & Company
Missouri
$443K -$3.92K -160 -0.9%
SFG
46
Sterling Financial Group
California
$433K
CAM
47
Clark Asset Management
New Hampshire
$429K
CAPTRUST Financial Advisors
48
CAPTRUST Financial Advisors
North Carolina
$423K +$195K +7,949 +86%
MOS
49
MGO One Seven
Ohio
$413K
IA
50
IFP Advisors
Florida
$402K -$361K -14,742 -48%

BSMP Hedge Fund Activity: Q1 2023 in Review

74 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2025 Municipal Bond ETF (BSMP) for Q1 2023, worth a combined $106M — up 29% from $82.4M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new BSMP positions and 5 closed out — a net gain of 9 holders — while 39 added to existing stakes and 11 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.74M. The largest seller was Jane Street, cutting an estimated $1.5M.

  • 74 institutional investors held Invesco BulletShares 2025 Municipal Bond ETF (BSMP) as of Q1 2023, up from 67 in Q4 2022.
  • Funds reported $106M of Invesco BulletShares 2025 Municipal Bond ETF stock for Q1 2023, up 29% quarter-over-quarter.
  • 14 funds opened new Invesco BulletShares 2025 Municipal Bond ETF positions in Q1 2023 and 5 closed out, a net change of +9 holders.
  • The largest Invesco BulletShares 2025 Municipal Bond ETF buyer in Q1 2023 was Morgan Stanley, an estimated $3.74M added.
  • The largest Invesco BulletShares 2025 Municipal Bond ETF seller in Q1 2023 was Jane Street, an estimated $1.5M sold.

Based on aggregated 13F filings for Q1 2023.