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BSMP

Invesco BulletShares 2025 Municipal Bond ETF

Delisted

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

101 hedge funds and large institutions have $163M invested in Invesco BulletShares 2025 Municipal Bond ETF in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 45 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

80% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 25

2% more funds holding

Funds holding: 99101 (+2)

3% more capital invested

Capital invested by funds: $158M → $163M (+$5.02M)

2.33% less ownership

Funds ownership: 77.36%75.04% (-2.3%)

Holders
101
Holders Change
+2
Holders Change %
+2.02%
% of All Funds
1.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
45
Reduced
25
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$12.9M +$3.24M +132,416 +33%
Morgan Stanley
2
Morgan Stanley
New York
$11.5M -$10.2M -417,511 -47%
Jane Street
3
Jane Street
New York
$9.56M +$8.63M +352,986 +886%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$8.12M +$83.6K +3,421 +1%
LPL Financial
5
LPL Financial
California
$7.64M -$1.16M -47,342 -13%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$7.17M +$84.5K +3,458 +1%
Bank of America
7
Bank of America
North Carolina
$6.72M +$391K +15,984 +6%
CIM
8
Confluence Investment Management
Missouri
$5.51M -$20.4K -833 -0.4%
Invesco
9
Invesco
Georgia
$5.05M +$597K +24,437 +13%
OFS
10
OneAscent Financial Services
Alabama
$4.75M +$350K +14,311 +8%
UBS Group
11
UBS Group
Switzerland
$4.7M -$1.28M -52,343 -21%
IWC
12
Integrated Wealth Concepts
Massachusetts
$3.92M +$666K +27,226 +20%
RJA
13
Raymond James & Associates
Florida
$3.44M +$48.4K +1,980 +1%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$3.33M +$474K +19,395 +17%
Osaic Holdings
15
Osaic Holdings
Arizona
$3.02M +$73K +2,988 +2%
NA
16
NewEdge Advisors
Louisiana
$2.87M +$54.3K +2,223 +2%
AUB
17
Atlantic Union Bankshares
Virginia
$2.73M +$204K +8,347 +8%
ADL
18
Asset Dedication LLC
California
$2.3M +$215K +8,791 +10%
RCA
19
Resonant Capital Advisors
Wisconsin
$2.06M -$8.12K -332 -0.4%
Focus Partners Wealth
20
Focus Partners Wealth
Massachusetts
$2M +$743K +30,385 +59%
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$1.98M +$1.98M +80,984 New
LWL
22
Leo Wealth LLC
Texas
$1.9M
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$1.75M +$309K +12,650 +21%
CA
24
CGN Advisors
Kansas
$1.75M -$693K -28,367 -28%
CIC
25
Carnegie Investment Counsel
Ohio
$1.7M -$169K -6,900 -9%

BSMP Hedge Fund Activity: Q1 2024 in Review

101 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2025 Municipal Bond ETF (BSMP) for Q1 2024, worth a combined $163M — up 3.2% from $158M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new BSMP positions and 6 closed out — a net gain of 6 holders — while 45 added to existing stakes and 25 trimmed.

The largest buyer was Jane Street, adding an estimated $8.63M. The largest seller was Morgan Stanley, cutting an estimated $10.2M.

  • 101 institutional investors held Invesco BulletShares 2025 Municipal Bond ETF (BSMP) as of Q1 2024, up from 99 in Q4 2023.
  • Funds reported $163M of Invesco BulletShares 2025 Municipal Bond ETF stock for Q1 2024, up 3.2% quarter-over-quarter.
  • 12 funds opened new Invesco BulletShares 2025 Municipal Bond ETF positions in Q1 2024 and 6 closed out, a net change of +6 holders.
  • The largest Invesco BulletShares 2025 Municipal Bond ETF buyer in Q1 2024 was Jane Street, an estimated $8.63M added.
  • The largest Invesco BulletShares 2025 Municipal Bond ETF seller in Q1 2024 was Morgan Stanley, an estimated $10.2M sold.

Based on aggregated 13F filings for Q1 2024.