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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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113 hedge funds and large institutions have $161M invested in Invesco BulletShares 2025 Municipal Bond ETF in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 54 increasing their positions, 21 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 21

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

0% more funds holding

Funds holding: 113 → 113 (0)

1% less capital invested

Capital invested by funds: $162M → $161M (-$1.07M)

5.03% less ownership

Funds ownership: 74.96% → 69.94% (-5%)

Holders
113
Holders Change
–
Holders Change %
0%
% of All Funds
1.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
54
Reduced
21
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$1.47M
2
LPL Financial
LPL Financial
California
+$1.26M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.21M
4
AUB
Atlantic Union Bankshares
Virginia
+$1.19M
5
UBS Group
UBS Group
Switzerland
+$1.03M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$6M
2
OFS
OneAscent Financial Services
Alabama
-$4.68M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$1.44M
4
RJA
Raymond James & Associates
Florida
-$934K
5
Morgan Stanley
Morgan Stanley
New York
-$695K
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
76
IFP Advisors
Florida
$323K +$490 +20 +0.2%
TFA
77
TPG Financial Advisors
Oregon
$321K +$4.16K +170 +1%
ASN
78
Advisory Services Network
Georgia
$282K – – –
HIP
79
HUB Investment Partners
Texas
$275K +$275K +11,223 New
SWM
80
Silverlake Wealth Management
Vermont
$270K – – –
Ameriprise
81
Ameriprise
Minnesota
$268K +$268K +10,951 New
LIM
82
Leavell Investment Management
Alabama
$267K – – –
MWA
83
Midland Wealth Advisors
Illinois
$266K – – –
Cambridge Investment Research Advisors
84
Cambridge Investment Research Advisors
Iowa
$264K -$96.9K -3,957 -27%
AFG
85
Argent Financial Group
Louisiana
$264K +$264K +10,779 New
HWM
86
Howard Wealth Management
Connecticut
$252K +$252K +10,305 New
JCM
87
Jacobi Capital Management
Pennsylvania
$250K +$32.6K +1,332 +15%
IWM
88
IHT Wealth Management
Illinois
$250K – – –
KV
89
Kickstand Ventures
New York
$249K +$249K +10,184 New
AA
90
Addison Advisors
Vermont
$249K +$46.4K +1,895 +23%
HNB
91
Huntington National Bank
Ohio
$248K – – –
FCAS
92
First Command Advisory Services
Texas
$247K +$10.8K +441 +5%
KBFS
93
Kohmann Bosshard Financial Services
Ohio
$247K – – –
LFAS
94
Level Four Advisory Services
Texas
$244K +$244K +9,953 New
KOC
95
Koss-Olinger Consulting
Florida
$233K +$4.02K +164 +2%
CA
96
Claro Advisors
Massachusetts
$217K +$220 +9 +0.1%
BFA
97
Bill Few Associates
Pennsylvania
$216K – – –
HSWS
98
Higgins & Schmidt Wealth Strategies
Colorado
$212K +$212K +8,675 New
CL
99
Choreo LLC
Illinois
$210K +$210K +8,590 New
FFG
100
Foundry Financial Group
New Hampshire
$201K +$201K +8,200 New
1 2 3
4
5

BSMP Hedge Fund Activity: Q3 2024 in Review

113 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2025 Municipal Bond ETF (BSMP) for Q3 2024, worth a combined $161M — down 0.66% from $162M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new BSMP positions and 11 closed out — a net gain of 4 holders — while 54 added to existing stakes and 21 trimmed.

The largest buyer was Wells Fargo, adding an estimated $1.47M. The largest seller was Jane Street, cutting an estimated $6M.

  • 113 institutional investors held Invesco BulletShares 2025 Municipal Bond ETF (BSMP) as of Q3 2024, unchanged from Q2 2024.
  • Funds reported $161M of Invesco BulletShares 2025 Municipal Bond ETF stock for Q3 2024, down 0.66% quarter-over-quarter.
  • 15 funds opened new Invesco BulletShares 2025 Municipal Bond ETF positions in Q3 2024 and 11 closed out, a net change of +4 holders.
  • The largest Invesco BulletShares 2025 Municipal Bond ETF buyer in Q3 2024 was Wells Fargo, an estimated $1.47M added.
  • The largest Invesco BulletShares 2025 Municipal Bond ETF seller in Q3 2024 was Jane Street, an estimated $6M sold.

Based on aggregated 13F filings for Q3 2024.