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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 $20.9M invested in Invesco BulletShares 2025 Municipal Bond ETF in 2021 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 11 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 5

1% more capital invested

Capital invested by funds: $20.6M → $20.9M (+$289K)

0% more funds holding

Funds holding: 2727 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

2.19% less ownership

Funds ownership: 48.9%46.71% (-2.2%)

Holders
27
Holders Change
Holders Change %
0%
% of All Funds
0.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
11
Reduced
5
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
$3.43M +$230K +8,861 +7%
Morgan Stanley
2
Morgan Stanley
New York
$3.2M +$213K +8,220 +7%
LPL Financial
3
LPL Financial
California
$2.72M -$50.3K -1,939 -2%
BFA
4
Beaumont Financial Advisors
Massachusetts
$2.13M -$76.5K -2,950 -3%
Jane Street
5
Jane Street
New York
$1.56M -$173K -6,660 -10%
CIC
6
Carnegie Investment Counsel
Ohio
$1.04M -$71.3K -2,750 -6%
Osaic Holdings
7
Osaic Holdings
Arizona
$790K +$293K +11,295 +59%
SWP
8
Stratos Wealth Partners
Ohio
$744K +$43.7K +1,686 +6%
ADL
9
Asset Dedication LLC
California
$682K +$267K +10,300 +65%
SHWM
10
Smith & Howard Wealth Management
Georgia
$601K +$52 +2 +0%
SI
11
Stephens Inc
Arkansas
$543K +$252K +9,700 +86%
HighTower Advisors
12
HighTower Advisors
Illinois
$478K +$476K +18,372 New
CPC
13
Cookson Peirce & Co
Pennsylvania
$391K +$102K +3,942 +35%
FNB
14
Farmers National Bank
Kentucky
$296K +$70.3K +2,709 +31%
Creative Planning
15
Creative Planning
Kansas
$290K
KFI
16
Key Financial Inc
Pennsylvania
$268K
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
$261K
YIA
18
YHB Investment Advisors
Connecticut
$254K
NAM
19
NorthCrest Asset Manangement
Minnesota
$234K +$234K +9,037 New
3LCM
20
3D/L Capital Management
Connecticut
$209K
Wells Fargo
21
Wells Fargo
California
$205K -$12.7K -488 -6%
UBS Group
22
UBS Group
Switzerland
$201K +$52.7K +2,034 +36%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$126K +$86.8K +3,348 +223%
CAPTRUST Financial Advisors
24
CAPTRUST Financial Advisors
North Carolina
$92K
HWA
25
HHM Wealth Advisors
Tennessee
$51K

BSMP Hedge Fund Activity: Q4 2021 in Review

27 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2025 Municipal Bond ETF (BSMP) for Q4 2021, worth a combined $20.9M — up 1.4% from $20.6M a quarter earlier.

Fund positioning in BSMP was balanced in Q4 2021: 2 funds opened new positions, 2 closed out, 11 added to existing stakes and 5 trimmed.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $476K. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.3M sold.

  • 27 institutional investors held Invesco BulletShares 2025 Municipal Bond ETF (BSMP) as of Q4 2021, unchanged from Q3 2021.
  • Funds reported $20.9M of Invesco BulletShares 2025 Municipal Bond ETF stock for Q4 2021, up 1.4% quarter-over-quarter.
  • 2 funds opened new Invesco BulletShares 2025 Municipal Bond ETF positions in Q4 2021 and 2 closed out, a net change of 0 holders.
  • The largest Invesco BulletShares 2025 Municipal Bond ETF buyer in Q4 2021 was HighTower Advisors, an estimated $476K added.
  • The largest Invesco BulletShares 2025 Municipal Bond ETF seller in Q4 2021 was Citadel Advisors, an estimated $1.3M sold.

Based on aggregated 13F filings for Q4 2021.