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BSMP

Invesco BulletShares 2025 Municipal Bond ETF

Delisted

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

118 hedge funds and large institutions have $154M invested in Invesco BulletShares 2025 Municipal Bond ETF in 2025 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 26 increasing their positions, 47 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.23% less ownership

Funds ownership: 74.85%70.63% (-4.2%)

6% less funds holding

Funds holding: 125118 (-7)

13% less capital invested

Capital invested by funds: $178M → $154M (-$24M)

45% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 47

46% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 13

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
118
Holders Change
-7
Holders Change %
-5.6%
% of All Funds
1.55%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
7
Increased
26
Reduced
47
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPA
51
Sentinel Pension Advisors
Massachusetts
$632K -$199K -8,101 -24%
MWM
52
Meridian Wealth Management
Kentucky
$625K -$150K -6,116 -19%
Jones Financial Companies
53
Jones Financial Companies
Missouri
$605K +$295K +12,032 +95%
VWWMG
54
Vermillion & White Wealth Management Group
Pennsylvania
$602K +$3.7K +151 +0.6%
DWM
55
Denver Wealth Management
Colorado
$601K -$329K -13,436 -35%
Stifel Financial
56
Stifel Financial
Missouri
$579K -$38.7K -1,577 -6%
BPA
57
Beacon Pointe Advisors
California
$557K -$241K -9,838 -30%
FDW
58
Fourth Dimension Wealth
Ohio
$542K -$104K -4,223 -16%
Truist Financial
59
Truist Financial
North Carolina
$533K +$533K +21,737 New
TF
60
TLWM Financial
Texas
$528K -$4.44K -181 -0.8%
OIA
61
OneDigital Investment Advisors
Kansas
$511K
SFG
62
Sterling Financial Group
California
$508K +$85K +3,468 +20%
OWA
63
ORBA Wealth Advisors
Illinois
$491K
VAMG
64
Voisard Asset Management Group
Michigan
$483K
CHAM
65
Clear Harbor Asset Management
Connecticut
$477K
CAPTRUST Financial Advisors
66
CAPTRUST Financial Advisors
North Carolina
$472K +$227K +9,264 +93%
Wealth Enhancement Advisory Services
67
Wealth Enhancement Advisory Services
Minnesota
$456K
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
$440K +$440K +17,950 New
CVA
69
Central Valley Advisors
California
$437K -$3.86M -157,677 -90%
HI
70
Harbour Investments
Wisconsin
$434K +$2.65K +108 +0.6%
SG
71
StoneX Group
New York
$432K -$120K -4,901 -22%
NPAN
72
Northeast Planning Associates NH
New Hampshire
$431K
WA
73
WESPAC Advisors
California
$425K
WA
74
Waverly Advisors
Alabama
$390K -$31.9K -1,302 -8%
HGA
75
Hobbs Group Advisors
South Carolina
$383K +$1.18K +48 +0.3%

BSMP Hedge Fund Activity: Q3 2025 in Review

118 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2025 Municipal Bond ETF (BSMP) for Q3 2025, worth a combined $154M — down 13% from $178M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of BSMP and 7 opened new positions — a net loss of 6 holders — while 47 trimmed existing stakes and 26 added.

The largest buyer was Ameriprise, adding an estimated $1.06M. The largest seller was OneAscent Financial Services, exiting entirely with an estimated $4.64M sold.

  • 118 institutional investors held Invesco BulletShares 2025 Municipal Bond ETF (BSMP) as of Q3 2025, down from 125 in Q2 2025.
  • Funds reported $154M of Invesco BulletShares 2025 Municipal Bond ETF stock for Q3 2025, down 13% quarter-over-quarter.
  • 7 funds opened new Invesco BulletShares 2025 Municipal Bond ETF positions in Q3 2025 and 13 closed out, a net change of -6 holders.
  • The largest Invesco BulletShares 2025 Municipal Bond ETF buyer in Q3 2025 was Ameriprise, an estimated $1.06M added.
  • The largest Invesco BulletShares 2025 Municipal Bond ETF seller in Q3 2025 was OneAscent Financial Services, an estimated $4.64M sold.

Based on aggregated 13F filings for Q3 2025.