We are live on ! Find out more
BSMP

Invesco BulletShares 2025 Municipal Bond ETF

Delisted

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

99 hedge funds and large institutions have $158M invested in Invesco BulletShares 2025 Municipal Bond ETF in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 38 increasing their positions, 23 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

525% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 4

65% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 23

25% more funds holding

Funds holding: 7999 (+20)

24% more capital invested

Capital invested by funds: $127M → $158M (+$30.7M)

0.72% more ownership

Funds ownership: 76.65%77.36% (+0.72%)

Holders
99
Holders Change
+20
Holders Change %
+25.32%
% of All Funds
1.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
25
Increased
38
Reduced
23
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DCM
51
Davis Capital Management
Florida
$641K +$633K +26,135 New
WA
52
WESPAC Advisors
California
$626K
FFA
53
Farther Finance Advisors
California
$620K +$299K +12,343 +95%
Brown Advisory
54
Brown Advisory
Maryland
$611K +$604K +24,920 New
VAMG
55
Voisard Asset Management Group
Michigan
$608K +$601K +24,800 New
BPA
56
Beacon Pointe Advisors
California
$602K +$220K +9,066 +59%
SAM
57
Secure Asset Management
Michigan
$575K +$567K +23,421 New
TF
58
TLWM Financial
Texas
$539K +$3.25K +134 +0.6%
MTWM
59
Masso Torrence Wealth Management
New Jersey
$534K -$7.99K -330 -1%
RJFSA
60
Raymond James Financial Services Advisors
Florida
$498K +$19.2K +794 +4%
OWA
61
ORBA Wealth Advisors
Illinois
$491K +$484K +20,000 New
WB
62
Webster Bank
Connecticut
$488K +$90.5K +3,735 +23%
BFEC
63
Benjamin F. Edwards & Company
Missouri
$488K -$67K -2,768 -12%
CAM
64
Clark Asset Management
New Hampshire
$429K
Stifel Financial
65
Stifel Financial
Missouri
$429K +$144K +5,964 +52%
FFG
66
Foundry Financial Group
New Hampshire
$424K +$418K +17,278 New
SPA
67
Sentinel Pension Advisors
Massachusetts
$393K +$72.7K +3,002 +23%
SPIA
68
Steward Partners Investment Advisory
New York
$393K
MWM
69
Meridian Wealth Management
Kentucky
$390K +$385K +15,887 New
WP
70
WealthSource Partners
California
$383K +$378K +15,622 New
MOS
71
MGO One Seven
Ohio
$358K -$67.3K -2,779 -16%
Royal Bank of Canada
72
Royal Bank of Canada
Ontario, Canada
$354K -$2.52M -104,163 -88%
Cambridge Investment Research Advisors
73
Cambridge Investment Research Advisors
Iowa
$353K -$47.2K -1,950 -12%
KOC
74
Koss-Olinger Consulting
Florida
$341K +$18.4K +760 +6%
NAM
75
NorthCrest Asset Manangement
Minnesota
$326K +$103K +4,261 +47%

BSMP Hedge Fund Activity: Q4 2023 in Review

99 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2025 Municipal Bond ETF (BSMP) for Q4 2023, worth a combined $158M — up 24% from $127M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new BSMP positions and 4 closed out — a net gain of 21 holders — while 38 added to existing stakes and 23 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $12.4M. The largest seller was Gateway Wealth Partners, exiting entirely with an estimated $4.29M sold.

  • 99 institutional investors held Invesco BulletShares 2025 Municipal Bond ETF (BSMP) as of Q4 2023, up from 79 in Q3 2023.
  • Funds reported $158M of Invesco BulletShares 2025 Municipal Bond ETF stock for Q4 2023, up 24% quarter-over-quarter.
  • 25 funds opened new Invesco BulletShares 2025 Municipal Bond ETF positions in Q4 2023 and 4 closed out, a net change of +21 holders.
  • The largest Invesco BulletShares 2025 Municipal Bond ETF buyer in Q4 2023 was Morgan Stanley, an estimated $12.4M added.
  • The largest Invesco BulletShares 2025 Municipal Bond ETF seller in Q4 2023 was Gateway Wealth Partners, an estimated $4.29M sold.

Based on aggregated 13F filings for Q4 2023.