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BSMP

Invesco BulletShares 2025 Municipal Bond ETF

Delisted

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

79 hedge funds and large institutions have $127M invested in Invesco BulletShares 2025 Municipal Bond ETF in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 49 increasing their positions, 13 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

277% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 13

7% more capital invested

Capital invested by funds: $118M → $127M (+$8.62M)

4% more funds holding

Funds holding: 7679 (+3)

1.85% more ownership

Funds ownership: 74.79%76.65% (+1.9%)

Holders
79
Holders Change
+3
Holders Change %
+3.95%
% of All Funds
1.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
49
Reduced
13
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$9.54M +$923K +38,038 +11%
Wells Fargo
2
Wells Fargo
California
$9.37M +$1.75M +72,132 +23%
Morgan Stanley
3
Morgan Stanley
New York
$9.15M +$183K +7,550 +2%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$7.88M +$213K +8,780 +3%
CIM
5
Confluence Investment Management
Missouri
$5.51M -$40.4K -1,666 -0.7%
UBS Group
6
UBS Group
Switzerland
$5.45M +$3.32M +136,960 +152%
Bank of America
7
Bank of America
North Carolina
$5.09M +$222K +9,167 +5%
Jane Street
8
Jane Street
New York
$4.42M +$1.93M +79,443 +76%
GWP
9
Gateway Wealth Partners
Wisconsin
$4.29M +$83.4K +3,439 +2%
Invesco
10
Invesco
Georgia
$4.12M +$251K +10,341 +6%
Osaic Holdings
11
Osaic Holdings
Arizona
$3.63M +$1.11M +45,912 +44%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$3.28M +$180K +7,410 +6%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$2.85M -$20.2K -834 -0.7%
IWC
14
Integrated Wealth Concepts
Massachusetts
$2.83M +$389K +16,054 +16%
RJA
15
Raymond James & Associates
Florida
$2.8M +$91.8K +3,785 +3%
NA
16
NewEdge Advisors
Louisiana
$2.74M -$51.6K -2,127 -2%
CIC
17
Carnegie Investment Counsel
Ohio
$2.46M -$48.5K -2,000 -2%
CA
18
CGN Advisors
Kansas
$2.23M +$120K +4,948 +6%
ADL
19
Asset Dedication LLC
California
$2.16M +$53.2K +2,194 +3%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$2.11M +$1.3M +53,787 +158%
RCA
21
Resonant Capital Advisors
Wisconsin
$2.04M -$2.22M -91,570 -52%
AUB
22
Atlantic Union Bankshares
Virginia
$1.82M +$474K +19,533 +35%
SC
23
Savant Capital
Illinois
$1.5M -$99.9K -4,116 -6%
KFI
24
Key Financial Inc
Pennsylvania
$1.46M +$270K +11,140 +22%
EH
25
Equitable Holdings
New York
$1.39M +$39.4K +1,624 +3%

BSMP Hedge Fund Activity: Q3 2023 in Review

79 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2025 Municipal Bond ETF (BSMP) for Q3 2023, worth a combined $127M — up 7.3% from $118M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new BSMP positions and 1 closed out — a net gain of 4 holders — while 49 added to existing stakes and 13 trimmed.

The largest buyer was UBS Group, adding an estimated $3.32M. The largest seller was Resonant Capital Advisors, cutting an estimated $2.22M.

  • 79 institutional investors held Invesco BulletShares 2025 Municipal Bond ETF (BSMP) as of Q3 2023, up from 76 in Q2 2023.
  • Funds reported $127M of Invesco BulletShares 2025 Municipal Bond ETF stock for Q3 2023, up 7.3% quarter-over-quarter.
  • 5 funds opened new Invesco BulletShares 2025 Municipal Bond ETF positions in Q3 2023 and 1 closed out, a net change of +4 holders.
  • The largest Invesco BulletShares 2025 Municipal Bond ETF buyer in Q3 2023 was UBS Group, an estimated $3.32M added.
  • The largest Invesco BulletShares 2025 Municipal Bond ETF seller in Q3 2023 was Resonant Capital Advisors, an estimated $2.22M sold.

Based on aggregated 13F filings for Q3 2023.