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BSMP

Invesco BulletShares 2025 Municipal Bond ETF

Delisted

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

31 hedge funds and large institutions have $25.1M invested in Invesco BulletShares 2025 Municipal Bond ETF in 2022 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

86% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 7

21% more capital invested

Capital invested by funds: $20.9M → $25.1M (+$4.28M)

15% more funds holding

Funds holding: 2731 (+4)

3.99% more ownership

Funds ownership: 46.71%50.7% (+4%)

Holders
31
Holders Change
+4
Holders Change %
+14.81%
% of All Funds
0.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
13
Reduced
7
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$4.33M +$1.29M +50,945 +41%
LPL Financial
2
LPL Financial
California
$4.08M +$1.52M +59,763 +57%
Bank of America
3
Bank of America
North Carolina
$3.13M -$154K -6,092 -5%
BFA
4
Beaumont Financial Advisors
Massachusetts
$1.98M -$52.6K -2,073 -3%
Jane Street
5
Jane Street
New York
$1.49M -$6.72K -265 -0.4%
ADL
6
Asset Dedication LLC
California
$1.27M +$635K +25,032 +96%
SWP
7
Stratos Wealth Partners
Ohio
$1.24M +$544K +21,448 +75%
CIC
8
Carnegie Investment Counsel
Ohio
$1.06M +$70.1K +2,765 +7%
Osaic Holdings
9
Osaic Holdings
Arizona
$910K +$161K +6,331 +21%
RJA
10
Raymond James & Associates
Florida
$581K +$594K +23,434 New
SHWM
11
Smith & Howard Wealth Management
Georgia
$574K
SI
12
Stephens Inc
Arkansas
$571K +$53.2K +2,100 +10%
HighTower Advisors
13
HighTower Advisors
Illinois
$455K +$304 +12 +0.1%
IA
14
IFP Advisors
Florida
$423K +$429K +16,924 New
CPC
15
Cookson Peirce & Co
Pennsylvania
$349K -$25.2K -992 -7%
Wells Fargo
16
Wells Fargo
California
$323K +$130K +5,125 +65%
UBS Group
17
UBS Group
Switzerland
$306K +$117K +4,611 +60%
FNB
18
Farmers National Bank
Kentucky
$290K +$7.48K +295 +3%
Creative Planning
19
Creative Planning
Kansas
$273K -$4.44K -175 -2%
CAPTRUST Financial Advisors
20
CAPTRUST Financial Advisors
North Carolina
$260K +$176K +6,946 +196%
KFI
21
Key Financial Inc
Pennsylvania
$256K
Thrivent Financial for Lutherans
22
Thrivent Financial for Lutherans
Minnesota
$249K +$254K +10,028 New
YIA
23
YHB Investment Advisors
Connecticut
$228K -$15.2K -600 -6%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$212K +$217K +8,547 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$95K -$26K -1,024 -21%

BSMP Hedge Fund Activity: Q1 2022 in Review

31 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2025 Municipal Bond ETF (BSMP) for Q1 2022, worth a combined $25.1M — up 21% from $20.9M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new BSMP positions and 2 closed out — a net gain of 4 holders — while 13 added to existing stakes and 7 trimmed.

The largest buyer was LPL Financial, adding an estimated $1.52M. The largest seller was NorthCrest Asset Manangement, exiting entirely with an estimated $234K sold.

  • 31 institutional investors held Invesco BulletShares 2025 Municipal Bond ETF (BSMP) as of Q1 2022, up from 27 in Q4 2021.
  • Funds reported $25.1M of Invesco BulletShares 2025 Municipal Bond ETF stock for Q1 2022, up 21% quarter-over-quarter.
  • 6 funds opened new Invesco BulletShares 2025 Municipal Bond ETF positions in Q1 2022 and 2 closed out, a net change of +4 holders.
  • The largest Invesco BulletShares 2025 Municipal Bond ETF buyer in Q1 2022 was LPL Financial, an estimated $1.52M added.
  • The largest Invesco BulletShares 2025 Municipal Bond ETF seller in Q1 2022 was NorthCrest Asset Manangement, an estimated $234K sold.

Based on aggregated 13F filings for Q1 2022.