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BSMP

Invesco BulletShares 2025 Municipal Bond ETF

Delisted

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

24 hedge funds and large institutions have $14.3M invested in Invesco BulletShares 2025 Municipal Bond ETF in 2020 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 7 increasing their positions, 3 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 3

80% more capital invested

Capital invested by funds: $7.95M → $14.3M (+$6.33M)

71% more funds holding

Funds holding: 1424 (+10)

7.83% more ownership

Funds ownership: 59.65%67.49% (+7.8%)

Holders
24
Holders Change
+10
Holders Change %
+71.43%
% of All Funds
0.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
7
Reduced
3
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$2.67M +$729K +28,172 +38%
LPL Financial
2
LPL Financial
California
$2.2M +$452K +17,479 +26%
Citadel Advisors
3
Citadel Advisors
Florida
$1.95M +$1.94M +75,110 New
Jane Street
4
Jane Street
New York
$1.55M -$99.1K -3,831 -6%
BFA
5
Beaumont Financial Advisors
Massachusetts
$1.29M +$1.28M +49,521 New
SWP
6
Stratos Wealth Partners
Ohio
$700K +$111K +4,270 +19%
KAS
7
Kestra Advisory Services
Texas
$532K +$530K +20,492 New
Bank of America
8
Bank of America
North Carolina
$507K +$112K +4,333 +29%
CIC
9
Carnegie Investment Counsel
Ohio
$486K +$484K +18,700 New
FA
10
FMA Advisory
Pennsylvania
$470K -$25.3K -978 -5%
ADL
11
Asset Dedication LLC
California
$345K +$138K +5,340 +68%
KFI
12
Key Financial Inc
Pennsylvania
$268K
Thrivent Financial for Lutherans
13
Thrivent Financial for Lutherans
Minnesota
$260K
FNB
14
Farmers National Bank
Kentucky
$226K +$225K +8,704 New
ICG
15
InterOcean Capital Group
Tennessee
$216K +$215K +8,309 New
Osaic Holdings
16
Osaic Holdings
Arizona
$202K +$36.6K +1,413 +22%
UBS Group
17
UBS Group
Switzerland
$176K -$5.18K -200 -3%
HWA
18
HHM Wealth Advisors
Tennessee
$51K
OIM
19
Oder Investment Management
California
$46K +$45.8K +1,771 New
BC
20
Barnett & Company
Tennessee
$33K
Wells Fargo
21
Wells Fargo
California
$29K +$11.9K +460 +71%
CCC
22
Crescent Capital Consulting
Louisiana
$26K +$25.9K +1,000 New
GWM
23
Geneos Wealth Management
Colorado
$23K +$23.7K +915 New
TWM
24
Tradition Wealth Management
Minnesota
$17K +$16.8K +648 New
AF
25
Advisornet Financial
Minnesota
$15K

BSMP Hedge Fund Activity: Q4 2020 in Review

24 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2025 Municipal Bond ETF (BSMP) for Q4 2020, worth a combined $14.3M — up 80% from $7.95M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new BSMP positions and 0 closed out — a net gain of 10 holders — while 7 added to existing stakes and 3 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $1.94M. The largest seller was Jane Street, cutting an estimated $99.1K.

  • 24 institutional investors held Invesco BulletShares 2025 Municipal Bond ETF (BSMP) as of Q4 2020, up from 14 in Q3 2020.
  • Funds reported $14.3M of Invesco BulletShares 2025 Municipal Bond ETF stock for Q4 2020, up 80% quarter-over-quarter.
  • 10 funds opened new Invesco BulletShares 2025 Municipal Bond ETF positions in Q4 2020 and 0 closed out, a net change of +10 holders.
  • The largest Invesco BulletShares 2025 Municipal Bond ETF buyer in Q4 2020 was Citadel Advisors, an estimated $1.94M added.
  • The largest Invesco BulletShares 2025 Municipal Bond ETF seller in Q4 2020 was Jane Street, an estimated $99.1K sold.

Based on aggregated 13F filings for Q4 2020.