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BSMP

Invesco BulletShares 2025 Municipal Bond ETF

Delisted

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

76 hedge funds and large institutions have $118M invested in Invesco BulletShares 2025 Municipal Bond ETF in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 46 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

411% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 9

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

11% more capital invested

Capital invested by funds: $106M → $118M (+$12.2M)

3% more funds holding

Funds holding: 7476 (+2)

0.82% less ownership

Funds ownership: 75.61%74.79% (-0.82%)

Holders
76
Holders Change
+2
Holders Change %
+2.7%
% of All Funds
1.19%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
46
Reduced
9
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$9.09M +$1.89M +77,468 +26%
LPL Financial
2
LPL Financial
California
$8.75M -$584K -23,948 -6%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$7.78M +$176K +7,225 +2%
Wells Fargo
4
Wells Fargo
California
$7.75M +$502K +20,572 +7%
CIM
5
Confluence Investment Management
Missouri
$5.63M -$128K -5,267 -2%
Bank of America
6
Bank of America
North Carolina
$4.94M +$248K +10,171 +5%
RCA
7
Resonant Capital Advisors
Wisconsin
$4.3M -$8.73K -358 -0.2%
GWP
8
Gateway Wealth Partners
Wisconsin
$4.27M +$378K +15,503 +10%
Invesco
9
Invesco
Georgia
$3.93M +$39.1K +1,603 +1%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$3.14M +$9.59K +393 +0.3%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$2.91M +$199K +8,160 +7%
NA
12
NewEdge Advisors
Louisiana
$2.83M -$74.7K -3,062 -3%
RJA
13
Raymond James & Associates
Florida
$2.75M +$672K +27,541 +32%
Osaic Holdings
14
Osaic Holdings
Arizona
$2.57M +$176K +7,195 +7%
Jane Street
15
Jane Street
New York
$2.55M +$2.31M +94,573 +923%
CIC
16
Carnegie Investment Counsel
Ohio
$2.54M
IWC
17
Integrated Wealth Concepts
Massachusetts
$2.48M +$145K +5,965 +6%
UBS Group
18
UBS Group
Switzerland
$2.19M +$67.6K +2,773 +3%
CA
19
CGN Advisors
Kansas
$2.14M +$111K +4,563 +5%
ADL
20
Asset Dedication LLC
California
$2.13M +$198K +8,120 +10%
LB
21
Leo Brokerage
Texas
$1.91M
PAG
22
Private Advisor Group
New Jersey
$1.81M +$517K +21,216 +40%
SC
23
Savant Capital
Illinois
$1.62M +$120K +4,935 +8%
DWM
24
Denver Wealth Management
Colorado
$1.52M -$20.3K -832 -1%
EH
25
Equitable Holdings
New York
$1.37M +$295K +12,100 +27%

BSMP Hedge Fund Activity: Q2 2023 in Review

76 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2025 Municipal Bond ETF (BSMP) for Q2 2023, worth a combined $118M — up 11% from $106M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new BSMP positions and 6 closed out — a net gain of 2 holders — while 46 added to existing stakes and 9 trimmed.

The largest buyer was Jane Street, adding an estimated $2.31M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.05M sold.

  • 76 institutional investors held Invesco BulletShares 2025 Municipal Bond ETF (BSMP) as of Q2 2023, up from 74 in Q1 2023.
  • Funds reported $118M of Invesco BulletShares 2025 Municipal Bond ETF stock for Q2 2023, up 11% quarter-over-quarter.
  • 8 funds opened new Invesco BulletShares 2025 Municipal Bond ETF positions in Q2 2023 and 6 closed out, a net change of +2 holders.
  • The largest Invesco BulletShares 2025 Municipal Bond ETF buyer in Q2 2023 was Jane Street, an estimated $2.31M added.
  • The largest Invesco BulletShares 2025 Municipal Bond ETF seller in Q2 2023 was Citadel Advisors, an estimated $1.05M sold.

Based on aggregated 13F filings for Q2 2023.