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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
JCM
51
J2 Capital Management
Michigan
$244K – – –
LIM
52
Leavell Investment Management
Alabama
$244K +$242K +10,025 New
CG
53
Colony Group
Massachusetts
$227K +$225K +9,315 New
CPC
54
Cookson Peirce & Co
Pennsylvania
$226K +$8.4K +348 +4%
CAPTRUST Financial Advisors
55
CAPTRUST Financial Advisors
North Carolina
$226K -$94K -3,894 -30%
BFA
56
Bill Few Associates
Pennsylvania
$214K – – –
Creative Planning
57
Creative Planning
Kansas
$202K -$65.2K -2,700 -25%
ATPW
58
Ashton Thomas Private Wealth
Arizona
$201K +$199K +8,259 New
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$174K +$163K +6,767 +1,683%
TSWM
60
Tyler-Stone Wealth Management
Ohio
$97K +$96.5K +4,000 New
CAL
61
Capital Analysts LLC
Pennsylvania
$52K +$51.5K +2,133 New
MCC
62
Money Concepts Capital
Florida
$24.5K – – –
AF
63
Advisornet Financial
Minnesota
$14.3K – – –
ASN
64
Advisory Services Network
Georgia
$13.5K +$13.4K +554 New
OSNBOA
65
Old Second National Bank of Aurora
Illinois
$12.5K +$12.4K +514 New
NA
66
NewEdge Advisors
Louisiana
$2.79K +$320K +13,266 +13%
PAG
67
Private Advisor Group
New Jersey
$1.25K +$444K +18,403 +56%
Thrivent Financial for Lutherans
68
Thrivent Financial for Lutherans
Minnesota
– -$239K -10,028 Closed
NAM
69
NorthCrest Asset Manangement
Minnesota
– -$215K -9,037 Closed
HWA
70
HHM Wealth Advisors
Tennessee
– -$47K -1,965 Closed
AIP
71
Almanack Investment Partners
Pennsylvania
– -$25K -1,031 Closed
HWMA
72
Heritage Wealth Management (Arizona)
Arizona
– -$18K -770 Closed
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.