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BSMP

Invesco BulletShares 2025 Municipal Bond ETF

Delisted

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

27 hedge funds and large institutions have $17M invested in Invesco BulletShares 2025 Municipal Bond ETF in 2021 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 3

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

19% more capital invested

Capital invested by funds: $14.3M → $17M (+$2.72M)

13% more funds holding

Funds holding: 2427 (+3)

8.52% less ownership

Funds ownership: 67.49%58.96% (-8.5%)

Holders
27
Holders Change
+3
Holders Change %
+12.5%
% of All Funds
0.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
12
Reduced
3
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$2.93M +$280K +10,792 +11%
Bank of America
2
Bank of America
North Carolina
$2.6M +$2.1M +81,052 +416%
BFA
3
Beaumont Financial Advisors
Massachusetts
$2.33M +$1.05M +40,668 +82%
LPL Financial
4
LPL Financial
California
$2.31M +$118K +4,563 +5%
Citadel Advisors
5
Citadel Advisors
Florida
$2.01M +$73K +2,815 +4%
CIC
6
Carnegie Investment Counsel
Ohio
$819K +$338K +13,050 +70%
SWP
7
Stratos Wealth Partners
Ohio
$600K -$96.5K -3,722 -14%
FA
8
FMA Advisory
Pennsylvania
$468K +$466 +18 +0.1%
KFI
9
Key Financial Inc
Pennsylvania
$267K
FNB
10
Farmers National Bank
Kentucky
$262K +$37.9K +1,461 +17%
Thrivent Financial for Lutherans
11
Thrivent Financial for Lutherans
Minnesota
$259K
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$224K +$225K +8,695 New
Osaic Holdings
13
Osaic Holdings
Arizona
$223K +$22.1K +852 +11%
YIA
14
YHB Investment Advisors
Connecticut
$222K +$221K +8,530 New
Jane Street
15
Jane Street
New York
$217K -$1.33M -51,171 -86%
ICG
16
InterOcean Capital Group
Tennessee
$214K
ADL
17
Asset Dedication LLC
California
$211K -$133K -5,117 -39%
SHWM
18
Smith & Howard Wealth Management
Georgia
$200K +$201K +7,764 New
Wells Fargo
19
Wells Fargo
California
$192K +$164K +6,335 +571%
UBS Group
20
UBS Group
Switzerland
$188K +$13.8K +533 +8%
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$57K +$56.8K +2,190 New
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$55K +$55.6K +2,145 New
HWA
23
HHM Wealth Advisors
Tennessee
$51K
BC
24
Barnett & Company
Tennessee
$34K
GWM
25
Geneos Wealth Management
Colorado
$23K

BSMP Hedge Fund Activity: Q1 2021 in Review

27 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2025 Municipal Bond ETF (BSMP) for Q1 2021, worth a combined $17M — up 19% from $14.3M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new BSMP positions and 3 closed out — a net gain of 3 holders — while 12 added to existing stakes and 3 trimmed.

The largest buyer was Bank of America, adding an estimated $2.1M. The largest seller was Jane Street, cutting an estimated $1.33M.

  • 27 institutional investors held Invesco BulletShares 2025 Municipal Bond ETF (BSMP) as of Q1 2021, up from 24 in Q4 2020.
  • Funds reported $17M of Invesco BulletShares 2025 Municipal Bond ETF stock for Q1 2021, up 19% quarter-over-quarter.
  • 6 funds opened new Invesco BulletShares 2025 Municipal Bond ETF positions in Q1 2021 and 3 closed out, a net change of +3 holders.
  • The largest Invesco BulletShares 2025 Municipal Bond ETF buyer in Q1 2021 was Bank of America, an estimated $2.1M added.
  • The largest Invesco BulletShares 2025 Municipal Bond ETF seller in Q1 2021 was Jane Street, an estimated $1.33M sold.

Based on aggregated 13F filings for Q1 2021.