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BSMP

Invesco BulletShares 2025 Municipal Bond ETF

Delisted

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

74 hedge funds and large institutions have $106M invested in Invesco BulletShares 2025 Municipal Bond ETF in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 39 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

255% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 11

180% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 5

29% more capital invested

Capital invested by funds: $82.4M → $106M (+$24M)

10% more funds holding

Funds holding: 6774 (+7)

4.58% more ownership

Funds ownership: 71.03%75.61% (+4.6%)

Holders
74
Holders Change
+7
Holders Change %
+10.45%
% of All Funds
1.18%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
39
Reduced
11
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$9.41M +$834K +34,070 +10%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$7.66M +$1.49M +61,027 +24%
Wells Fargo
3
Wells Fargo
California
$7.31M +$572K +23,394 +9%
Morgan Stanley
4
Morgan Stanley
New York
$7.26M +$3.74M +152,815 +107%
CIM
5
Confluence Investment Management
Missouri
$5.8M +$64.4K +2,631 +1%
Bank of America
6
Bank of America
North Carolina
$4.73M +$932K +38,076 +25%
RCA
7
Resonant Capital Advisors
Wisconsin
$4.34M +$155K +6,343 +4%
GWP
8
Gateway Wealth Partners
Wisconsin
$3.92M +$903K +36,914 +30%
Invesco
9
Invesco
Georgia
$3.92M +$1.21M +49,554 +45%
NA
10
NewEdge Advisors
Louisiana
$2.93M +$119K +4,870 +4%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$2.73M +$1.65M +67,255 +153%
CIC
12
Carnegie Investment Counsel
Ohio
$2.56M -$33K -1,350 -1%
Osaic Holdings
13
Osaic Holdings
Arizona
$2.41M -$56K -2,288 -2%
IWC
14
Integrated Wealth Concepts
Massachusetts
$2.36M +$113K +4,599 +5%
UBS Group
15
UBS Group
Switzerland
$2.14M +$722K +29,486 +51%
RJA
16
Raymond James & Associates
Florida
$2.09M +$513K +20,983 +33%
CA
17
CGN Advisors
Kansas
$2.05M +$290K +11,850 +17%
ADL
18
Asset Dedication LLC
California
$1.95M +$70.6K +2,887 +4%
LB
19
Leo Brokerage
Texas
$1.92M +$1.92M +78,313 New
DWM
20
Denver Wealth Management
Colorado
$1.55M -$11.7K -478 -0.8%
SC
21
Savant Capital
Illinois
$1.51M +$1.51M +61,658 New
PAG
22
Private Advisor Group
New Jersey
$1.3M +$45.5K +1,859 +4%
PTC
23
Private Trust Company
Ohio
$1.23M
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$1.19M +$138K +5,637 +13%
HighTower Advisors
25
HighTower Advisors
Illinois
$1.18M +$538 +22 +0%

BSMP Hedge Fund Activity: Q1 2023 in Review

74 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2025 Municipal Bond ETF (BSMP) for Q1 2023, worth a combined $106M — up 29% from $82.4M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new BSMP positions and 5 closed out — a net gain of 9 holders — while 39 added to existing stakes and 11 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.74M. The largest seller was Jane Street, cutting an estimated $1.5M.

  • 74 institutional investors held Invesco BulletShares 2025 Municipal Bond ETF (BSMP) as of Q1 2023, up from 67 in Q4 2022.
  • Funds reported $106M of Invesco BulletShares 2025 Municipal Bond ETF stock for Q1 2023, up 29% quarter-over-quarter.
  • 14 funds opened new Invesco BulletShares 2025 Municipal Bond ETF positions in Q1 2023 and 5 closed out, a net change of +9 holders.
  • The largest Invesco BulletShares 2025 Municipal Bond ETF buyer in Q1 2023 was Morgan Stanley, an estimated $3.74M added.
  • The largest Invesco BulletShares 2025 Municipal Bond ETF seller in Q1 2023 was Jane Street, an estimated $1.5M sold.

Based on aggregated 13F filings for Q1 2023.