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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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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: 79 → 99 (+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
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$12.4M
2
OFS
OneAscent Financial Services
Alabama
+$4.38M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$3.74M
4
JP Morgan Chase
JP Morgan Chase
New York
+$1.38M
5
Bank of America
Bank of America
North Carolina
+$1.17M

Top Sellers

Rank Fund Capital Flow
1
GWP
Gateway Wealth Partners
Wisconsin
-$4.29M
2
Jane Street
Jane Street
New York
-$3.5M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.52M
4
LPL Financial
LPL Financial
California
-$876K
5
Osaic Holdings
Osaic Holdings
Arizona
-$735K
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
76
Claro Advisors
Massachusetts
$303K -$98.2K -4,055 -25%
LWMG
77
Levy Wealth Management Group
Pennsylvania
$303K – – –
IA
78
IFP Advisors
Florida
$286K -$43.8K -1,807 -13%
LIM
79
Leavell Investment Management
Alabama
$268K -$22.4K -925 -8%
MWA
80
Midland Wealth Advisors
Illinois
$267K +$263K +10,865 New
SFG
81
StrategIQ Financial Group
Indiana
$256K +$253K +10,450 New
HT
82
Heritage Trust
Oklahoma
$255K +$251K +10,382 New
KBFS
83
Kohmann Bosshard Financial Services
Ohio
$248K – – –
MA
84
MONECO Advisors
Connecticut
$238K +$23.7K +979 +11%
HNB
85
Huntington National Bank
Ohio
$232K – – –
BFA
86
Bill Few Associates
Pennsylvania
$216K – – –
CHAM
87
Clear Harbor Asset Management
Connecticut
$215K +$8.36K +345 +4%
ASN
88
Advisory Services Network
Georgia
$206K +$204K +8,405 New
AA
89
Addison Advisors
Vermont
$202K -$23.1K -955 -10%
HBT
90
Hills Bank & Trust
Iowa
$148K – – –
TSWM
91
Tyler-Stone Wealth Management
Ohio
$111K +$557 +23 +0.5%
PA
92
Parallel Advisors
California
$73.6K +$72.7K +3,000 New
Comerica Bank
93
Comerica Bank
Texas
$69.7K -$1.09K -45 -2%
CAL
94
Capital Analysts LLC
Pennsylvania
$52K – – –
HI
95
Harbour Investments
Wisconsin
$51K +$291 +12 +0.6%
NSG
96
Nalls Sherbakoff Group
Tennessee
$35.9K – – –
OP
97
ORG Partners
Indiana
$20.9K – – –
AF
98
Advisornet Financial
Minnesota
$14.5K – – –
GEA
99
Glen Eagle Advisors
New Jersey
$8.26K +$8.16K +337 New
PS
100
Principal Securities
Iowa
$6.13K +$6.05K +250 New
1 2 3
4
5

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.