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BSMP

Invesco BulletShares 2025 Municipal Bond ETF

Delisted

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

67 hedge funds and large institutions have $82.4M invested in Invesco BulletShares 2025 Municipal Bond ETF in 2022 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 28 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

340% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 5

300% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 7

92% more capital invested

Capital invested by funds: $43M → $82.4M (+$39.4M)

31% more funds holding

Funds holding: 5167 (+16)

14.13% more ownership

Funds ownership: 56.91%71.03% (+14%)

Holders
67
Holders Change
+16
Holders Change %
+31.37%
% of All Funds
1.08%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
28
Reduced
7
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$8.49M +$3.96M +164,182 +89%
Wells Fargo
2
Wells Fargo
California
$6.67M +$1.77M +73,412 +37%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$6.11M +$5.65M +234,038 +1,363%
CIM
4
Confluence Investment Management
Missouri
$5.68M +$5.64M +233,754 New
RCA
5
Resonant Capital Advisors
Wisconsin
$4.15M -$436K -18,062 -10%
Bank of America
6
Bank of America
North Carolina
$3.76M +$169K +6,983 +5%
Morgan Stanley
7
Morgan Stanley
New York
$3.48M +$1.09M +45,333 +46%
GWP
8
Gateway Wealth Partners
Wisconsin
$2.99M +$2.97M +122,977 New
Invesco
9
Invesco
Georgia
$2.68M +$2.12M +88,044 +395%
CIC
10
Carnegie Investment Counsel
Ohio
$2.57M +$1.51M +62,540 +145%
Osaic Holdings
11
Osaic Holdings
Arizona
$2.44M +$687K +28,482 +40%
IWC
12
Integrated Wealth Concepts
Massachusetts
$2.22M +$1.06M +43,733 +92%
ADL
13
Asset Dedication LLC
California
$1.86M +$330K +13,666 +22%
Jane Street
14
Jane Street
New York
$1.74M +$1.73M +71,555 New
CA
15
CGN Advisors
Kansas
$1.74M +$747K +30,970 +76%
RJA
16
Raymond James & Associates
Florida
$1.57M +$268K +11,120 +21%
DWM
17
Denver Wealth Management
Colorado
$1.55M +$887K +36,751 +136%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$1.51M +$801K +33,207 +114%
UBS Group
19
UBS Group
Switzerland
$1.4M +$944K +39,099 +210%
SPIA
20
Steward Partners Investment Advisory
New York
$1.31M +$1.3M +53,902 New
PTC
21
Private Trust Company
Ohio
$1.22M +$1.13M +46,650 +1,372%
HighTower Advisors
22
HighTower Advisors
Illinois
$1.17M +$738K +30,595 +176%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$1.07M -$35.8K -1,482 -3%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$1.04M
FNB
25
Farmers National Bank
Kentucky
$1.02M +$637K +26,407 +169%

BSMP Hedge Fund Activity: Q4 2022 in Review

67 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2025 Municipal Bond ETF (BSMP) for Q4 2022, worth a combined $82.4M — up 92% from $43M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new BSMP positions and 5 closed out — a net gain of 17 holders — while 28 added to existing stakes and 7 trimmed.

The largest buyer was Carson Wealth (CWM LLC), adding an estimated $5.65M. The largest seller was Resonant Capital Advisors, cutting an estimated $436K.

  • 67 institutional investors held Invesco BulletShares 2025 Municipal Bond ETF (BSMP) as of Q4 2022, up from 51 in Q3 2022.
  • Funds reported $82.4M of Invesco BulletShares 2025 Municipal Bond ETF stock for Q4 2022, up 92% quarter-over-quarter.
  • 22 funds opened new Invesco BulletShares 2025 Municipal Bond ETF positions in Q4 2022 and 5 closed out, a net change of +17 holders.
  • The largest Invesco BulletShares 2025 Municipal Bond ETF buyer in Q4 2022 was Carson Wealth (CWM LLC), an estimated $5.65M added.
  • The largest Invesco BulletShares 2025 Municipal Bond ETF seller in Q4 2022 was Resonant Capital Advisors, an estimated $436K sold.

Based on aggregated 13F filings for Q4 2022.