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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 $161M invested in Invesco BulletShares 2025 Municipal Bond ETF in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 54 increasing their positions, 21 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 21

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

0% more funds holding

Funds holding: 113113 (0)

1% less capital invested

Capital invested by funds: $162M → $161M (-$1.07M)

5.03% less ownership

Funds ownership: 74.96%69.94% (-5%)

Holders
113
Holders Change
Holders Change %
0%
% of All Funds
1.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
54
Reduced
21
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$15.4M +$1.47M +60,141 +11%
LPL Financial
2
LPL Financial
California
$8.96M +$1.26M +51,369 +16%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$8.13M -$122K -5,000 -1%
Bank of America
4
Bank of America
North Carolina
$7.75M +$945K +38,590 +14%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$7.14M +$40.1K +1,636 +0.6%
Invesco
6
Invesco
Georgia
$5.91M +$251K +10,248 +4%
UBS Group
7
UBS Group
Switzerland
$5.34M +$1.03M +42,028 +24%
Morgan Stanley
8
Morgan Stanley
New York
$5.31M -$695K -28,404 -12%
CIM
9
Confluence Investment Management
Missouri
$5.2M -$322K -13,167 -6%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$5.06M +$1.21M +49,264 +31%
AUB
11
Atlantic Union Bankshares
Virginia
$4.48M +$1.19M +48,727 +36%
IWC
12
Integrated Wealth Concepts
Massachusetts
$3.61M +$161K +6,561 +5%
Osaic Holdings
13
Osaic Holdings
Arizona
$3.35M -$73.3K -2,993 -2%
NA
14
NewEdge Advisors
Louisiana
$2.79M -$225K -9,204 -7%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$2.7M +$834K +34,050 +45%
RJA
16
Raymond James & Associates
Florida
$2.59M -$934K -38,142 -27%
ADL
17
Asset Dedication LLC
California
$2.4M +$115K +4,705 +5%
MML Investors Services
18
MML Investors Services
Massachusetts
$2.25M +$541K +22,100 +32%
KFI
19
Key Financial Inc
Pennsylvania
$2.13M +$652K +26,632 +44%
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$2M +$440K +17,955 +28%
RCA
21
Resonant Capital Advisors
Wisconsin
$1.97M -$33.8K -1,382 -2%
LWL
22
Leo Wealth LLC
Texas
$1.92M
SC
23
Savant Capital
Illinois
$1.83M +$333K +13,588 +22%
Focus Partners Wealth
24
Focus Partners Wealth
Massachusetts
$1.8M -$53K -2,164 -3%
ACA
25
Aptus Capital Advisors
Alabama
$1.7M +$99.9K +4,081 +6%

BSMP Hedge Fund Activity: Q3 2024 in Review

113 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2025 Municipal Bond ETF (BSMP) for Q3 2024, worth a combined $161M — down 0.66% from $162M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new BSMP positions and 11 closed out — a net gain of 4 holders — while 54 added to existing stakes and 21 trimmed.

The largest buyer was Wells Fargo, adding an estimated $1.47M. The largest seller was Jane Street, cutting an estimated $6M.

  • 113 institutional investors held Invesco BulletShares 2025 Municipal Bond ETF (BSMP) as of Q3 2024, unchanged from Q2 2024.
  • Funds reported $161M of Invesco BulletShares 2025 Municipal Bond ETF stock for Q3 2024, down 0.66% quarter-over-quarter.
  • 15 funds opened new Invesco BulletShares 2025 Municipal Bond ETF positions in Q3 2024 and 11 closed out, a net change of +4 holders.
  • The largest Invesco BulletShares 2025 Municipal Bond ETF buyer in Q3 2024 was Wells Fargo, an estimated $1.47M added.
  • The largest Invesco BulletShares 2025 Municipal Bond ETF seller in Q3 2024 was Jane Street, an estimated $6M sold.

Based on aggregated 13F filings for Q3 2024.