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BSMP

Invesco BulletShares 2025 Municipal Bond ETF

Delisted

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

99 hedge funds and large institutions have $158M invested in Invesco BulletShares 2025 Municipal Bond ETF in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 38 increasing their positions, 23 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

525% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 4

65% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 23

25% more funds holding

Funds holding: 7999 (+20)

24% more capital invested

Capital invested by funds: $127M → $158M (+$30.7M)

0.72% more ownership

Funds ownership: 76.65%77.36% (+0.72%)

Holders
99
Holders Change
+20
Holders Change %
+25.32%
% of All Funds
1.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
25
Increased
38
Reduced
23
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$21.9M +$12.4M +510,426 +134%
Wells Fargo
2
Wells Fargo
California
$9.79M +$209K +8,632 +2%
LPL Financial
3
LPL Financial
California
$8.86M -$876K -36,152 -9%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$8.1M +$45.9K +1,893 +0.6%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$7.14M +$3.74M +154,508 +113%
Bank of America
6
Bank of America
North Carolina
$6.39M +$1.17M +48,253 +23%
UBS Group
7
UBS Group
Switzerland
$6.02M +$445K +18,390 +8%
CIM
8
Confluence Investment Management
Missouri
$5.58M -$52.8K -2,178 -0.9%
Invesco
9
Invesco
Georgia
$4.49M +$271K +11,208 +7%
OFS
10
OneAscent Financial Services
Alabama
$4.43M +$4.38M +180,729 New
RJA
11
Raymond James & Associates
Florida
$3.42M +$549K +22,666 +19%
IWC
12
Integrated Wealth Concepts
Massachusetts
$3.28M +$379K +15,645 +13%
Osaic Holdings
13
Osaic Holdings
Arizona
$2.97M -$735K -30,359 -20%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$2.88M +$714K +29,469 +34%
NA
15
NewEdge Advisors
Louisiana
$2.84M +$37.5K +1,547 +1%
AUB
16
Atlantic Union Bankshares
Virginia
$2.55M +$681K +28,131 +37%
CA
17
CGN Advisors
Kansas
$2.46M +$178K +7,331 +8%
ADL
18
Asset Dedication LLC
California
$2.1M -$101K -4,154 -5%
RCA
19
Resonant Capital Advisors
Wisconsin
$2.09M
LWL
20
Leo Wealth LLC
Texas
$1.91M +$1.9M +78,313 New
CIC
21
Carnegie Investment Counsel
Ohio
$1.89M -$619K -25,550 -25%
KFI
22
Key Financial Inc
Pennsylvania
$1.75M +$247K +10,200 +17%
SC
23
Savant Capital
Illinois
$1.52M -$13.8K -569 -0.9%
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$1.46M +$425K +17,559 +42%
EH
25
Equitable Holdings
New York
$1.43M +$3.13K +129 +0.2%

BSMP Hedge Fund Activity: Q4 2023 in Review

99 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2025 Municipal Bond ETF (BSMP) for Q4 2023, worth a combined $158M — up 24% from $127M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new BSMP positions and 4 closed out — a net gain of 21 holders — while 38 added to existing stakes and 23 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $12.4M. The largest seller was Gateway Wealth Partners, exiting entirely with an estimated $4.29M sold.

  • 99 institutional investors held Invesco BulletShares 2025 Municipal Bond ETF (BSMP) as of Q4 2023, up from 79 in Q3 2023.
  • Funds reported $158M of Invesco BulletShares 2025 Municipal Bond ETF stock for Q4 2023, up 24% quarter-over-quarter.
  • 25 funds opened new Invesco BulletShares 2025 Municipal Bond ETF positions in Q4 2023 and 4 closed out, a net change of +21 holders.
  • The largest Invesco BulletShares 2025 Municipal Bond ETF buyer in Q4 2023 was Morgan Stanley, an estimated $12.4M added.
  • The largest Invesco BulletShares 2025 Municipal Bond ETF seller in Q4 2023 was Gateway Wealth Partners, an estimated $4.29M sold.

Based on aggregated 13F filings for Q4 2023.