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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 $20.6M invested in Invesco BulletShares 2025 Municipal Bond ETF in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 4

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

21% more capital invested

Capital invested by funds: $17M → $20.6M (+$3.62M)

13% more funds holding

Funds holding: 2427 (+3)

0.51% less ownership

Funds ownership: 49.42%48.9% (-0.51%)

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
5
Increased
11
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$3.21M +$367K +14,086 +13%
Morgan Stanley
2
Morgan Stanley
New York
$2.99M +$39.5K +1,514 +1%
LPL Financial
3
LPL Financial
California
$2.78M +$159K +6,100 +6%
BFA
4
Beaumont Financial Advisors
Massachusetts
$2.21M -$72.2K -2,770 -3%
Jane Street
5
Jane Street
New York
$1.74M +$1.75M +66,932 New
Citadel Advisors
6
Citadel Advisors
Florida
$1.3M +$995K +38,166 +323%
CIC
7
Carnegie Investment Counsel
Ohio
$1.11M +$30K +1,150 +3%
SWP
8
Stratos Wealth Partners
Ohio
$701K +$57.5K +2,205 +9%
SHWM
9
Smith & Howard Wealth Management
Georgia
$601K +$201K +7,692 +50%
Osaic Holdings
10
Osaic Holdings
Arizona
$496K +$67.1K +2,573 +16%
ADL
11
Asset Dedication LLC
California
$413K +$54.5K +2,089 +15%
KAS
12
Kestra Advisory Services
Texas
$340K +$342K +13,109 New
SI
13
Stephens Inc
Arkansas
$291K
Creative Planning
14
Creative Planning
Kansas
$290K -$201K -7,700 -41%
CPC
15
Cookson Peirce & Co
Pennsylvania
$289K -$39.6K -1,520 -12%
KFI
16
Key Financial Inc
Pennsylvania
$268K
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
$260K
YIA
18
YHB Investment Advisors
Connecticut
$254K -$9.13K -350 -3%
FNB
19
Farmers National Bank
Kentucky
$226K +$227K +8,704 New
Wells Fargo
20
Wells Fargo
California
$218K +$3.78K +145 +2%
3LCM
21
3D/L Capital Management
Connecticut
$209K +$210K +8,051 New
UBS Group
22
UBS Group
Switzerland
$148K
CAPTRUST Financial Advisors
23
CAPTRUST Financial Advisors
North Carolina
$92K +$35.1K +1,345 +61%
HWA
24
HHM Wealth Advisors
Tennessee
$51K
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$39K

BSMP Hedge Fund Activity: Q3 2021 in Review

27 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2025 Municipal Bond ETF (BSMP) for Q3 2021, worth a combined $20.6M — up 21% from $17M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new BSMP positions and 2 closed out — a net gain of 3 holders — while 11 added to existing stakes and 4 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $1.75M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $581K sold.

  • 27 institutional investors held Invesco BulletShares 2025 Municipal Bond ETF (BSMP) as of Q3 2021, up from 24 in Q2 2021.
  • Funds reported $20.6M of Invesco BulletShares 2025 Municipal Bond ETF stock for Q3 2021, up 21% quarter-over-quarter.
  • 5 funds opened new Invesco BulletShares 2025 Municipal Bond ETF positions in Q3 2021 and 2 closed out, a net change of +3 holders.
  • The largest Invesco BulletShares 2025 Municipal Bond ETF buyer in Q3 2021 was Jane Street, an estimated $1.75M added.
  • The largest Invesco BulletShares 2025 Municipal Bond ETF seller in Q3 2021 was Susquehanna International Group, an estimated $581K sold.

Based on aggregated 13F filings for Q3 2021.