Invesco BulletShares 2025 Municipal Bond ETF
BSMP
BSMP was delisted on the 15th of December, 2025.
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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OFS
OneAscent Financial Services
Birmingham,
Alabama
|
+$4.68M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.54M |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$1.81M |
| 4 |
AUB
Atlantic Union Bankshares
Glen Allen,
Virginia
|
+$1.52M |
| 5 |
FFN
Focus Financial Network
Minneapolis,
Minnesota
|
+$1.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
Avior Wealth Management
Omaha,
Nebraska
|
-$1.63M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$1.26M |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$928K |
| 4 |
JP Morgan Chase
New York
|
-$697K |
| 5 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
-$383K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GEA
126
Glen Eagle Advisors
Kingston,
New Jersey
| $8.25K | – | – | – |
|
|
KAS
127
Kestra Advisory Services
Austin,
Texas
| – | -$928K | -37,903 | Closed |
|
|
128
JP Morgan Chase
New York
| – | -$697K | -28,445 | Closed |
|
|
TFA
129
TPG Financial Advisors
Portland,
Oregon
| – | -$321K | -13,115 | Closed |
|
|
HIP
130
HUB Investment Partners
Austin,
Texas
| – | -$275K | -11,223 | Closed |
|
131
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$264K | -10,764 | Closed |
|
|
KOC
132
Koss-Olinger Consulting
Gainesville,
Florida
| – | -$233K | -9,529 | Closed |
|
|
HSWS
133
Higgins & Schmidt Wealth Strategies
Denver,
Colorado
| – | -$212K | -8,675 | Closed |
|
134
Fidelity Investments
Boston,
Massachusetts
| – | -$122 | -5 | Closed |
|
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.