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BSMP

Invesco BulletShares 2025 Municipal Bond ETF

Delisted

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

76 hedge funds and large institutions have $118M invested in Invesco BulletShares 2025 Municipal Bond ETF in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 46 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

411% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 9

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

11% more capital invested

Capital invested by funds: $106M → $118M (+$12.2M)

3% more funds holding

Funds holding: 7476 (+2)

0.82% less ownership

Funds ownership: 75.61%74.79% (-0.82%)

Holders
76
Holders Change
+2
Holders Change %
+2.7%
% of All Funds
1.19%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
46
Reduced
9
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AUB
26
Atlantic Union Bankshares
Virginia
$1.37M +$835K +34,238 +156%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$1.23M +$435K +17,816 +55%
PTC
28
Private Trust Company
Ohio
$1.22M
KFI
29
Key Financial Inc
Pennsylvania
$1.21M +$161K +6,615 +15%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$1.19M +$11.6K +477 +1%
HighTower Advisors
31
HighTower Advisors
Illinois
$1.17M +$561 +23 +0%
FNB
32
Farmers National Bank
Kentucky
$1.09M +$35.5K +1,455 +3%
Lido Advisors
33
Lido Advisors
California
$908K +$910K +37,291 New
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$831K +$376K +15,429 +83%
CG
35
Colony Group
Massachusetts
$821K +$595K +24,385 +262%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$819K +$155K +6,367 +23%
CWM
37
Cornerstone Wealth Management
Missouri
$722K +$84.6K +3,470 +13%
APA
38
Astoria Portfolio Advisors
New York
$715K +$7.56K +310 +1%
CAPTRUST Financial Advisors
39
CAPTRUST Financial Advisors
North Carolina
$639K +$220K +9,014 +52%
SFG
40
Sterling Financial Group
California
$628K +$195K +8,002 +45%
FWM
41
Fortress Wealth Management
California
$614K +$3.34K +137 +0.5%
AWM
42
Avior Wealth Management
Nebraska
$609K +$28.3K +1,162 +5%
PWM
43
Paulson Wealth Management
Illinois
$581K +$53.1K +2,175 +10%
MTWM
44
Masso Torrence Wealth Management
New Jersey
$538K +$60.9K +2,495 +13%
BPA
45
Beacon Pointe Advisors
California
$486K +$20.1K +824 +4%
HWM
46
Horizons Wealth Management
North Carolina
$484K +$341 +14 +0.1%
MML Investors Services
47
MML Investors Services
Massachusetts
$459K +$132K +5,393 +40%
BFEC
48
Benjamin F. Edwards & Company
Missouri
$450K +$9.88K +405 +2%
RJFSA
49
Raymond James Financial Services Advisors
Florida
$437K +$64K +2,622 +17%
SPIA
50
Steward Partners Investment Advisory
New York
$433K -$197K -8,057 -31%

BSMP Hedge Fund Activity: Q2 2023 in Review

76 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2025 Municipal Bond ETF (BSMP) for Q2 2023, worth a combined $118M — up 11% from $106M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new BSMP positions and 6 closed out — a net gain of 2 holders — while 46 added to existing stakes and 9 trimmed.

The largest buyer was Jane Street, adding an estimated $2.31M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.05M sold.

  • 76 institutional investors held Invesco BulletShares 2025 Municipal Bond ETF (BSMP) as of Q2 2023, up from 74 in Q1 2023.
  • Funds reported $118M of Invesco BulletShares 2025 Municipal Bond ETF stock for Q2 2023, up 11% quarter-over-quarter.
  • 8 funds opened new Invesco BulletShares 2025 Municipal Bond ETF positions in Q2 2023 and 6 closed out, a net change of +2 holders.
  • The largest Invesco BulletShares 2025 Municipal Bond ETF buyer in Q2 2023 was Jane Street, an estimated $2.31M added.
  • The largest Invesco BulletShares 2025 Municipal Bond ETF seller in Q2 2023 was Citadel Advisors, an estimated $1.05M sold.

Based on aggregated 13F filings for Q2 2023.