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BSMP

Invesco BulletShares 2025 Municipal Bond ETF

Delisted

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

125 hedge funds and large institutions have $185M invested in Invesco BulletShares 2025 Municipal Bond ETF in 2024 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 54 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 8

145% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 22

15% more capital invested

Capital invested by funds: $161M → $185M (+$24M)

11% more funds holding

Funds holding: 113125 (+12)

4.8% more ownership

Funds ownership: 69.94%74.74% (+4.8%)

Holders
125
Holders Change
+12
Holders Change %
+10.62%
% of All Funds
1.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
54
Reduced
22
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$16.7M +$1.29M +52,528 +8%
LPL Financial
2
LPL Financial
California
$9.37M +$407K +16,608 +5%
Bank of America
3
Bank of America
North Carolina
$8.19M +$435K +17,727 +6%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$7.6M +$2.54M +103,557 +50%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$6.88M -$1.26M -51,199 -15%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$6.83M -$319K -12,995 -4%
Morgan Stanley
7
Morgan Stanley
New York
$6.33M +$1.02M +41,495 +19%
UBS Group
8
UBS Group
Switzerland
$6.17M +$819K +33,369 +15%
AUB
9
Atlantic Union Bankshares
Virginia
$5.99M +$1.52M +61,838 +34%
Invesco
10
Invesco
Georgia
$5.92M +$1.13K +46 +0%
CIM
11
Confluence Investment Management
Missouri
$5.04M -$167K -6,822 -3%
OFS
12
OneAscent Financial Services
Alabama
$4.68M +$4.68M +190,958 New
IWC
13
Integrated Wealth Concepts
Massachusetts
$4.67M +$1.06M +43,087 +29%
Osaic Holdings
14
Osaic Holdings
Arizona
$4.13M +$781K +31,816 +23%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$3.8M +$1.81M +73,590 +90%
Raymond James Financial
16
Raymond James Financial
Florida
$3.52M +$3.52M +143,501 New
KFI
17
Key Financial Inc
Pennsylvania
$3.12M +$991K +40,395 +46%
NA
18
NewEdge Advisors
Louisiana
$2.81M +$23.3K +951 +0.8%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$2.69M -$16.3K -663 -0.6%
FFN
20
Focus Financial Network
Minnesota
$2.61M +$1.3M +52,956 +99%
ADL
21
Asset Dedication LLC
California
$2.5M +$106K +4,339 +4%
MML Investors Services
22
MML Investors Services
Massachusetts
$2.44M +$181K +7,385 +8%
ACA
23
Aptus Capital Advisors
Alabama
$2.1M +$400K +16,301 +24%
LWL
24
Leo Wealth LLC
Texas
$1.92M
Focus Partners Wealth
25
Focus Partners Wealth
Massachusetts
$1.87M +$72.3K +2,946 +4%

BSMP Hedge Fund Activity: Q4 2024 in Review

125 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2025 Municipal Bond ETF (BSMP) for Q4 2024, worth a combined $185M — up 15% from $161M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new BSMP positions and 8 closed out — a net gain of 15 holders — while 54 added to existing stakes and 22 trimmed.

The largest buyer was OneAscent Financial Services, opening a new position worth an estimated $4.68M. The largest seller was Avior Wealth Management, cutting an estimated $1.63M.

  • 125 institutional investors held Invesco BulletShares 2025 Municipal Bond ETF (BSMP) as of Q4 2024, up from 113 in Q3 2024.
  • Funds reported $185M of Invesco BulletShares 2025 Municipal Bond ETF stock for Q4 2024, up 15% quarter-over-quarter.
  • 23 funds opened new Invesco BulletShares 2025 Municipal Bond ETF positions in Q4 2024 and 8 closed out, a net change of +15 holders.
  • The largest Invesco BulletShares 2025 Municipal Bond ETF buyer in Q4 2024 was OneAscent Financial Services, an estimated $4.68M added.
  • The largest Invesco BulletShares 2025 Municipal Bond ETF seller in Q4 2024 was Avior Wealth Management, an estimated $1.63M sold.

Based on aggregated 13F filings for Q4 2024.