We are live on ! Find out more
BSMP

Invesco BulletShares 2025 Municipal Bond ETF
BSMP

Delisted

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

Back to rankings

125 hedge funds and large institutions have $185M invested in Invesco BulletShares 2025 Municipal Bond ETF in 2024 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 54 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 8

145% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 22

15% more capital invested

Capital invested by funds: $161M → $185M (+$24M)

11% more funds holding

Funds holding: 113 → 125 (+12)

4.8% more ownership

Funds ownership: 69.94% → 74.74% (+4.8%)

Holders
125
Holders Change
+12
Holders Change %
+10.62%
% of All Funds
1.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
54
Reduced
22
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
OFS
OneAscent Financial Services
Alabama
+$4.68M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.54M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$1.81M
4
AUB
Atlantic Union Bankshares
Virginia
+$1.52M
5
FFN
Focus Financial Network
Minnesota
+$1.3M

Top Sellers

Rank Fund Capital Flow
1
AWM
Avior Wealth Management
Nebraska
-$1.63M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$1.26M
3
KAS
Kestra Advisory Services
Texas
-$928K
4
JP Morgan Chase
JP Morgan Chase
New York
-$697K
5
OIA
OneDigital Investment Advisors
Kansas
-$383K
Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
51
Meridian Wealth Management
Kentucky
$821K +$71.9K +2,932 +10%
Brown Advisory
52
Brown Advisory
Maryland
$809K +$198K +8,084 +32%
BPA
53
Beacon Pointe Advisors
California
$802K +$69.6K +2,838 +9%
VAMG
54
Voisard Asset Management Group
Michigan
$799K +$80K +3,262 +11%
OIA
55
OneDigital Investment Advisors
Kansas
$793K -$383K -15,608 -33%
OSNBOA
56
Old Second National Bank of Aurora
Illinois
$751K – – –
AFA
57
AA Financial Advisors
Ohio
$714K -$270K -10,993 -27%
IAA
58
Independent Advisor Alliance
North Carolina
$686K +$686K +27,968 New
VWWMG
59
Vermillion & White Wealth Management Group
Pennsylvania
$654K +$4.12K +168 +0.6%
AQR Capital Management
60
AQR Capital Management
Connecticut
$652K +$202K +8,228 +45%
SG
61
StoneX Group
New York
$643K +$644K +26,245 New
MTWM
62
Masso Torrence Wealth Management
New Jersey
$614K +$98.1K +4,000 +19%
SI
63
Stephens Inc
Arkansas
$591K +$591K +24,105 New
FDW
64
Fourth Dimension Wealth
Ohio
$573K +$574K +23,381 New
FCAS
65
First Command Advisory Services
Texas
$563K +$316K +12,870 +127%
TF
66
TLWM Financial
Texas
$529K +$11.3K +459 +2%
EWA
67
EP Wealth Advisors
California
$522K +$522K +21,297 New
OWA
68
ORBA Wealth Advisors
Illinois
$490K – – –
CHAM
69
Clear Harbor Asset Management
Connecticut
$466K +$5.15K +210 +1%
NPAN
70
Northeast Planning Associates NH
New Hampshire
$461K +$462K +18,817 New
Wealth Enhancement Advisory Services
71
Wealth Enhancement Advisory Services
Minnesota
$456K +$456K +18,605 New
DCM
72
Davis Capital Management
Florida
$454K -$35.4K -1,442 -7%
WA
73
WESPAC Advisors
California
$425K – – –
ASN
74
Advisory Services Network
Georgia
$423K +$139K +5,649 +49%
WA
75
Waverly Advisors
Alabama
$408K +$48.4K +1,971 +13%
1 2
3
4 5

BSMP Hedge Fund Activity: Q4 2024 in Review

125 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2025 Municipal Bond ETF (BSMP) for Q4 2024, worth a combined $185M — up 15% from $161M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new BSMP positions and 8 closed out — a net gain of 15 holders — while 54 added to existing stakes and 22 trimmed.

The largest buyer was OneAscent Financial Services, opening a new position worth an estimated $4.68M. The largest seller was Avior Wealth Management, cutting an estimated $1.63M.

  • 125 institutional investors held Invesco BulletShares 2025 Municipal Bond ETF (BSMP) as of Q4 2024, up from 113 in Q3 2024.
  • Funds reported $185M of Invesco BulletShares 2025 Municipal Bond ETF stock for Q4 2024, up 15% quarter-over-quarter.
  • 23 funds opened new Invesco BulletShares 2025 Municipal Bond ETF positions in Q4 2024 and 8 closed out, a net change of +15 holders.
  • The largest Invesco BulletShares 2025 Municipal Bond ETF buyer in Q4 2024 was OneAscent Financial Services, an estimated $4.68M added.
  • The largest Invesco BulletShares 2025 Municipal Bond ETF seller in Q4 2024 was Avior Wealth Management, an estimated $1.63M sold.

Based on aggregated 13F filings for Q4 2024.