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BSMP

Invesco BulletShares 2025 Municipal Bond ETF

Delisted

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

79 hedge funds and large institutions have $127M invested in Invesco BulletShares 2025 Municipal Bond ETF in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 49 increasing their positions, 13 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

277% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 13

7% more capital invested

Capital invested by funds: $118M → $127M (+$8.62M)

4% more funds holding

Funds holding: 7679 (+3)

1.85% more ownership

Funds ownership: 74.79%76.65% (+1.9%)

Holders
79
Holders Change
+3
Holders Change %
+3.95%
% of All Funds
1.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
49
Reduced
13
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
26
Denver Wealth Management
Colorado
$1.33M -$164K -6,769 -11%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$1.28M +$68.5K +2,823 +6%
PTC
28
Private Trust Company
Ohio
$1.2M
FNB
29
Farmers National Bank
Kentucky
$1.17M +$97.3K +4,009 +9%
HighTower Advisors
30
HighTower Advisors
Illinois
$1.16M +$1.6K +66 +0.1%
PAG
31
Private Advisor Group
New Jersey
$1.09M -$702K -28,937 -39%
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$1M +$1.01M +41,793 New
Lido Advisors
33
Lido Advisors
California
$920K +$25.2K +1,039 +3%
APA
34
Astoria Portfolio Advisors
New York
$854K +$154K +6,343 +22%
CG
35
Colony Group
Massachusetts
$818K +$9.44K +389 +1%
OSNBOA
36
Old Second National Bank of Aurora
Illinois
$790K +$630K +25,962 +373%
HWM
37
Horizons Wealth Management
North Carolina
$775K +$302K +12,438 +63%
CWM
38
Cornerstone Wealth Management
Missouri
$775K +$64.1K +2,644 +9%
SFG
39
Sterling Financial Group
California
$720K +$102K +4,205 +16%
MML Investors Services
40
MML Investors Services
Massachusetts
$694K +$244K +10,050 +53%
CAPTRUST Financial Advisors
41
CAPTRUST Financial Advisors
North Carolina
$651K +$21.4K +883 +3%
WA
42
WESPAC Advisors
California
$612K +$299K +12,324 +93%
FWM
43
Fortress Wealth Management
California
$609K +$3.47K +143 +0.6%
AWM
44
Avior Wealth Management
Nebraska
$605K +$5.22K +215 +0.9%
PWM
45
Paulson Wealth Management
Illinois
$578K +$4.88K +201 +0.8%
BFEC
46
Benjamin F. Edwards & Company
Missouri
$544K +$102K +4,197 +23%
MTWM
47
Masso Torrence Wealth Management
New Jersey
$531K
TF
48
TLWM Financial
Texas
$524K +$275K +11,339 +108%
RJFSA
49
Raymond James Financial Services Advisors
Florida
$468K +$37.4K +1,541 +9%
CAM
50
Clark Asset Management
New Hampshire
$420K

BSMP Hedge Fund Activity: Q3 2023 in Review

79 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2025 Municipal Bond ETF (BSMP) for Q3 2023, worth a combined $127M — up 7.3% from $118M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new BSMP positions and 1 closed out — a net gain of 4 holders — while 49 added to existing stakes and 13 trimmed.

The largest buyer was UBS Group, adding an estimated $3.32M. The largest seller was Resonant Capital Advisors, cutting an estimated $2.22M.

  • 79 institutional investors held Invesco BulletShares 2025 Municipal Bond ETF (BSMP) as of Q3 2023, up from 76 in Q2 2023.
  • Funds reported $127M of Invesco BulletShares 2025 Municipal Bond ETF stock for Q3 2023, up 7.3% quarter-over-quarter.
  • 5 funds opened new Invesco BulletShares 2025 Municipal Bond ETF positions in Q3 2023 and 1 closed out, a net change of +4 holders.
  • The largest Invesco BulletShares 2025 Municipal Bond ETF buyer in Q3 2023 was UBS Group, an estimated $3.32M added.
  • The largest Invesco BulletShares 2025 Municipal Bond ETF seller in Q3 2023 was Resonant Capital Advisors, an estimated $2.22M sold.

Based on aggregated 13F filings for Q3 2023.