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BSMP

Invesco BulletShares 2025 Municipal Bond ETF

Delisted

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

101 hedge funds and large institutions have $163M invested in Invesco BulletShares 2025 Municipal Bond ETF in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 45 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

80% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 25

2% more funds holding

Funds holding: 99101 (+2)

3% more capital invested

Capital invested by funds: $158M → $163M (+$5.02M)

2.33% less ownership

Funds ownership: 77.36%75.04% (-2.3%)

Holders
101
Holders Change
+2
Holders Change %
+2.02%
% of All Funds
1.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
45
Reduced
25
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
26
Aptus Capital Advisors
Alabama
$1.54M +$1.54M +63,073 New
SC
27
Savant Capital
Illinois
$1.5M -$11K -450 -0.7%
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$1.49M +$179K +7,332 +14%
DWM
29
Denver Wealth Management
Colorado
$1.32M -$41.4K -1,694 -3%
FNB
30
Farmers National Bank
Kentucky
$1.28M +$33.1K +1,353 +3%
Mariner
31
Mariner
Kansas
$1.24M +$102K +4,161 +9%
PTC
32
Private Trust Company
Ohio
$1.21M
FFN
33
Focus Financial Network
Minnesota
$1.2M +$429K +17,535 +55%
PAG
34
Private Advisor Group
New Jersey
$1.17M +$71K +2,904 +6%
HighTower Advisors
35
HighTower Advisors
Illinois
$1.14M -$27.5K -1,123 -2%
Lido Advisors
36
Lido Advisors
California
$1.13M +$322K +13,160 +39%
PWP
37
Precedent Wealth Partners
Texas
$1.09M +$260K +10,619 +31%
EH
38
Equitable Holdings
New York
$1.09M -$329K -13,442 -23%
MML Investors Services
39
MML Investors Services
Massachusetts
$1.07M +$169K +6,922 +19%
PFG
40
PAX Financial Group
Texas
$1.03M -$78K -3,191 -7%
AWM
41
Avior Wealth Management
Nebraska
$899K +$170K +6,942 +23%
APA
42
Astoria Portfolio Advisors
New York
$883K +$13.4K +549 +2%
KFI
43
Key Financial Inc
Pennsylvania
$878K -$858K -35,116 -49%
AFA
44
AA Financial Advisors
Ohio
$861K +$183K +7,500 +27%
HWM
45
Horizons Wealth Management
North Carolina
$844K
WA
46
WESPAC Advisors
California
$844K +$224K +9,144 +36%
RJFSA
47
Raymond James Financial Services Advisors
Florida
$831K +$338K +13,842 +68%
OSNBOA
48
Old Second National Bank of Aurora
Illinois
$808K +$50K +2,044 +7%
ACM
49
AlphaStar Capital Management
North Carolina
$795K +$798K +32,642 New
CWM
50
Cornerstone Wealth Management
Missouri
$732K -$43K -1,758 -6%

BSMP Hedge Fund Activity: Q1 2024 in Review

101 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2025 Municipal Bond ETF (BSMP) for Q1 2024, worth a combined $163M — up 3.2% from $158M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new BSMP positions and 6 closed out — a net gain of 6 holders — while 45 added to existing stakes and 25 trimmed.

The largest buyer was Jane Street, adding an estimated $8.63M. The largest seller was Morgan Stanley, cutting an estimated $10.2M.

  • 101 institutional investors held Invesco BulletShares 2025 Municipal Bond ETF (BSMP) as of Q1 2024, up from 99 in Q4 2023.
  • Funds reported $163M of Invesco BulletShares 2025 Municipal Bond ETF stock for Q1 2024, up 3.2% quarter-over-quarter.
  • 12 funds opened new Invesco BulletShares 2025 Municipal Bond ETF positions in Q1 2024 and 6 closed out, a net change of +6 holders.
  • The largest Invesco BulletShares 2025 Municipal Bond ETF buyer in Q1 2024 was Jane Street, an estimated $8.63M added.
  • The largest Invesco BulletShares 2025 Municipal Bond ETF seller in Q1 2024 was Morgan Stanley, an estimated $10.2M sold.

Based on aggregated 13F filings for Q1 2024.