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BSMP

Invesco BulletShares 2025 Municipal Bond ETF

Delisted

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

113 hedge funds and large institutions have $162M invested in Invesco BulletShares 2025 Municipal Bond ETF in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 47 increasing their positions, 35 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,200% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 1

34% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 35

12% more funds holding

Funds holding: 101113 (+12)

0.08% less ownership

Funds ownership: 75.04%74.96% (-0.08%)

0% less capital invested

Capital invested by funds: $163M → $162M (-$477K)

Holders
113
Holders Change
+12
Holders Change %
+11.88%
% of All Funds
1.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
47
Reduced
35
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$13.8M +$937K +38,583 +7%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$8.19M +$86.3K +3,554 +1%
LPL Financial
3
LPL Financial
California
$7.64M +$12K +494 +0.2%
Jane Street
4
Jane Street
New York
$7.11M -$2.43M -100,141 -25%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$7.04M -$110K -4,532 -2%
Bank of America
6
Bank of America
North Carolina
$6.75M +$35.9K +1,479 +0.5%
Morgan Stanley
7
Morgan Stanley
New York
$5.95M -$5.56M -228,770 -48%
Invesco
8
Invesco
Georgia
$5.62M +$578K +23,784 +11%
CIM
9
Confluence Investment Management
Missouri
$5.48M -$20.7K -853 -0.4%
OFS
10
OneAscent Financial Services
Alabama
$4.68M -$57.4K -2,362 -1%
UBS Group
11
UBS Group
Switzerland
$4.28M -$407K -16,761 -9%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$3.82M +$500K +20,563 +15%
RJA
13
Raymond James & Associates
Florida
$3.49M +$60.2K +2,479 +2%
IWC
14
Integrated Wealth Concepts
Massachusetts
$3.42M -$485K -19,964 -12%
Osaic Holdings
15
Osaic Holdings
Arizona
$3.39M +$382K +15,721 +13%
AUB
16
Atlantic Union Bankshares
Virginia
$3.26M +$530K +21,832 +19%
NA
17
NewEdge Advisors
Louisiana
$2.99M +$120K +4,930 +4%
ADL
18
Asset Dedication LLC
California
$2.26M -$33.9K -1,397 -1%
RCA
19
Resonant Capital Advisors
Wisconsin
$1.99M -$70K -2,882 -3%
LWL
20
Leo Wealth LLC
Texas
$1.9M
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$1.85M +$368K +15,151 +25%
Focus Partners Wealth
22
Focus Partners Wealth
Massachusetts
$1.84M -$161K -6,616 -8%
MML Investors Services
23
MML Investors Services
Massachusetts
$1.7M +$630K +25,939 +59%
CIC
24
Carnegie Investment Counsel
Ohio
$1.65M -$52.2K -2,150 -3%
ACA
25
Aptus Capital Advisors
Alabama
$1.58M +$50.2K +2,065 +3%

BSMP Hedge Fund Activity: Q2 2024 in Review

113 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2025 Municipal Bond ETF (BSMP) for Q2 2024, worth a combined $162M — down 0.29% from $163M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new BSMP positions and 1 closed out — a net gain of 12 holders — while 47 added to existing stakes and 35 trimmed.

The largest buyer was Wells Fargo, adding an estimated $937K. The largest seller was Morgan Stanley, cutting an estimated $5.56M.

  • 113 institutional investors held Invesco BulletShares 2025 Municipal Bond ETF (BSMP) as of Q2 2024, up from 101 in Q1 2024.
  • Funds reported $162M of Invesco BulletShares 2025 Municipal Bond ETF stock for Q2 2024, down 0.29% quarter-over-quarter.
  • 13 funds opened new Invesco BulletShares 2025 Municipal Bond ETF positions in Q2 2024 and 1 closed out, a net change of +12 holders.
  • The largest Invesco BulletShares 2025 Municipal Bond ETF buyer in Q2 2024 was Wells Fargo, an estimated $937K added.
  • The largest Invesco BulletShares 2025 Municipal Bond ETF seller in Q2 2024 was Morgan Stanley, an estimated $5.56M sold.

Based on aggregated 13F filings for Q2 2024.