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BSMP

Invesco BulletShares 2025 Municipal Bond ETF

Delisted

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

130 hedge funds and large institutions have $186M invested in Invesco BulletShares 2025 Municipal Bond ETF in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 47 increasing their positions, 44 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

4% more funds holding

Funds holding: 125130 (+5)

7% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 44

0.19% more ownership

Funds ownership: 74.74%74.93% (+0.19%)

0% more capital invested

Capital invested by funds: $185M → $186M (+$255K)

Holders
130
Holders Change
+5
Holders Change %
+4%
% of All Funds
1.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
47
Reduced
44
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$17M +$312K +12,709 +2%
LPL Financial
2
LPL Financial
California
$9.8M +$442K +18,018 +5%
Bank of America
3
Bank of America
North Carolina
$7.07M -$1.11M -45,244 -14%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$6.8M -$72.2K -2,944 -1%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$6.8M -$799K -32,576 -11%
Invesco
6
Invesco
Georgia
$6.64M +$726K +29,572 +12%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$6.27M -$556K -22,647 -8%
Osaic Holdings
8
Osaic Holdings
Arizona
$6.14M +$2.03M +82,528 +49%
Morgan Stanley
9
Morgan Stanley
New York
$6.05M -$267K -10,885 -4%
OFS
10
OneAscent Financial Services
Alabama
$4.89M +$216K +8,792 +5%
IWC
11
Integrated Wealth Concepts
Massachusetts
$4.71M +$39.1K +1,595 +0.8%
UBS Group
12
UBS Group
Switzerland
$4.57M -$1.59M -64,975 -26%
CVA
13
Central Valley Advisors
California
$4.36M +$4.37M +178,060 New
AUB
14
Atlantic Union Bankshares
Virginia
$3.98M -$2.02M -82,120 -34%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$3.8M -$1.72K -70 -0%
NA
16
NewEdge Advisors
Louisiana
$3.46M +$650K +26,472 +23%
Raymond James Financial
17
Raymond James Financial
Florida
$3.33M -$179K -7,312 -5%
KFI
18
Key Financial Inc
Pennsylvania
$3.2M +$80.1K +3,265 +3%
CIM
19
Confluence Investment Management
Missouri
$2.69M -$2.34M -95,559 -46%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$2.65M -$31.8K -1,295 -1%
ADL
21
Asset Dedication LLC
California
$2.45M -$47.6K -1,938 -2%
FFN
22
Focus Financial Network
Minnesota
$2.37M -$246K -10,025 -9%
MA
23
MONECO Advisors
Connecticut
$2.32M +$716K +29,196 +45%
ACA
24
Aptus Capital Advisors
Alabama
$2.12M +$30.3K +1,236 +1%
PWP
25
Precedent Wealth Partners
Texas
$2.04M +$423K +17,252 +26%

BSMP Hedge Fund Activity: Q1 2025 in Review

130 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2025 Municipal Bond ETF (BSMP) for Q1 2025, worth a combined $186M — up 0.14% from $185M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new BSMP positions and 9 closed out — a net gain of 5 holders — while 47 added to existing stakes and 44 trimmed.

The largest buyer was Central Valley Advisors, opening a new position worth an estimated $4.37M. The largest seller was Confluence Investment Management, cutting an estimated $2.34M.

  • 130 institutional investors held Invesco BulletShares 2025 Municipal Bond ETF (BSMP) as of Q1 2025, up from 125 in Q4 2024.
  • Funds reported $186M of Invesco BulletShares 2025 Municipal Bond ETF stock for Q1 2025, up 0.14% quarter-over-quarter.
  • 14 funds opened new Invesco BulletShares 2025 Municipal Bond ETF positions in Q1 2025 and 9 closed out, a net change of +5 holders.
  • The largest Invesco BulletShares 2025 Municipal Bond ETF buyer in Q1 2025 was Central Valley Advisors, an estimated $4.37M added.
  • The largest Invesco BulletShares 2025 Municipal Bond ETF seller in Q1 2025 was Confluence Investment Management, an estimated $2.34M sold.

Based on aggregated 13F filings for Q1 2025.