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BSMP

Invesco BulletShares 2025 Municipal Bond ETF

Delisted

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

130 hedge funds and large institutions have $186M invested in Invesco BulletShares 2025 Municipal Bond ETF in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 47 increasing their positions, 44 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

4% more funds holding

Funds holding: 125130 (+5)

7% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 44

0.19% more ownership

Funds ownership: 74.74%74.93% (+0.19%)

0% more capital invested

Capital invested by funds: $185M → $186M (+$255K)

Holders
130
Holders Change
+5
Holders Change %
+4%
% of All Funds
1.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
47
Reduced
44
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
101
CAPTRUST Financial Advisors
North Carolina
$245K -$130K -5,287 -35%
LFAS
102
Level Four Advisory Services
Texas
$244K +$589 +24 +0.2%
SPC
103
Sigma Planning Corp
Michigan
$244K -$21.1K -859 -8%
DAS
104
Diversify Advisory Services
Utah
$237K -$147K -6,000 -38%
JCM
105
Jacobi Capital Management
Pennsylvania
$231K -$27.9K -1,138 -11%
LIM
106
Leavell Investment Management
Alabama
$230K -$36.8K -1,500 -14%
ASN
107
Advisory Services Network
Georgia
$230K -$193K -7,851 -46%
BFA
108
Bill Few Associates
Pennsylvania
$216K
CSP
109
Cary Street Partners
Virginia
$213K
MOS
110
MGO One Seven
Ohio
$205K +$368 +15 +0.2%
BCM
111
Brookstone Capital Management
Illinois
$204K +$204K +8,319 New
FFG
112
Foundry Financial Group
New Hampshire
$201K
CBT
113
Crews Bank & Trust
Florida
$180K -$17.2K -700 -9%
DCM
114
Davis Capital Management
Florida
$174K -$280K -11,420 -62%
KOCAA
115
Knights of Columbus Asset Advisors
Connecticut
$167K
Jones Financial Companies
116
Jones Financial Companies
Missouri
$152K +$35.7K +1,454 +31%
LFG
117
Larson Financial Group
Missouri
$126K +$126K +5,132 New
PS
118
Principal Securities
Iowa
$93.1K
AIM
119
Anchor Investment Management
South Carolina
$73.4K +$73.6K +3,000 New
MCM
120
MAI Capital Management
Ohio
$62.1K +$23.5K +956 +60%
CAL
121
Capital Analysts LLC
Pennsylvania
$52K -$74 -3 -0.1%
NSG
122
Nalls Sherbakoff Group
Tennessee
$35.8K +$35.9K +1,463 New
WF
123
Wayfinding Financial
Washington
$34K +$34.4K +1,400 New
FFA
124
Farther Finance Advisors
California
$24.5K
AF
125
Advisornet Financial
Minnesota
$22.7K

BSMP Hedge Fund Activity: Q1 2025 in Review

130 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2025 Municipal Bond ETF (BSMP) for Q1 2025, worth a combined $186M — up 0.14% from $185M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new BSMP positions and 9 closed out — a net gain of 5 holders — while 47 added to existing stakes and 44 trimmed.

The largest buyer was Central Valley Advisors, opening a new position worth an estimated $4.37M. The largest seller was Confluence Investment Management, cutting an estimated $2.34M.

  • 130 institutional investors held Invesco BulletShares 2025 Municipal Bond ETF (BSMP) as of Q1 2025, up from 125 in Q4 2024.
  • Funds reported $186M of Invesco BulletShares 2025 Municipal Bond ETF stock for Q1 2025, up 0.14% quarter-over-quarter.
  • 14 funds opened new Invesco BulletShares 2025 Municipal Bond ETF positions in Q1 2025 and 9 closed out, a net change of +5 holders.
  • The largest Invesco BulletShares 2025 Municipal Bond ETF buyer in Q1 2025 was Central Valley Advisors, an estimated $4.37M added.
  • The largest Invesco BulletShares 2025 Municipal Bond ETF seller in Q1 2025 was Confluence Investment Management, an estimated $2.34M sold.

Based on aggregated 13F filings for Q1 2025.