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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 $178M invested in Invesco BulletShares 2025 Municipal Bond ETF in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 39 increasing their positions, 51 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.08% less ownership

Funds ownership: 74.93%74.85% (-0.08%)

4% less capital invested

Capital invested by funds: $186M → $178M (-$7.12M)

4% less funds holding

Funds holding: 130125 (-5)

24% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 51

27% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 11

Holders
125
Holders Change
-5
Holders Change %
-3.85%
% of All Funds
1.65%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
39
Reduced
51
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 -$1.66M -67,989 -10%
LPL Financial
2
LPL Financial
California
$10.6M +$767K +31,346 +8%
Bank of America
3
Bank of America
North Carolina
$7.67M +$579K +23,631 +8%
Invesco
4
Invesco
Georgia
$7.12M +$470K +19,178 +7%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$6.58M -$245K -10,018 -4%
Osaic Holdings
6
Osaic Holdings
Arizona
$5.75M -$412K -16,834 -7%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$5.24M -$1.04M -42,365 -17%
Morgan Stanley
8
Morgan Stanley
New York
$5.07M -$996K -40,671 -16%
IWC
9
Integrated Wealth Concepts
Massachusetts
$4.75M +$35.6K +1,455 +0.8%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$4.65M -$2.16M -88,207 -32%
OFS
11
OneAscent Financial Services
Alabama
$4.64M -$259K -10,575 -5%
AUB
12
Atlantic Union Bankshares
Virginia
$4.43M +$438K +17,874 +11%
CVA
13
Central Valley Advisors
California
$4.31M -$62.9K -2,568 -1%
UBS Group
14
UBS Group
Switzerland
$3.92M -$662K -27,045 -14%
NA
15
NewEdge Advisors
Louisiana
$3.66M +$194K +7,919 +6%
Raymond James Financial
16
Raymond James Financial
Florida
$3.65M +$304K +12,431 +9%
KFI
17
Key Financial Inc
Pennsylvania
$3.45M +$245K +10,005 +8%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$2.89M +$235K +9,588 +9%
ADL
19
Asset Dedication LLC
California
$2.86M +$400K +16,348 +16%
MA
20
MONECO Advisors
Connecticut
$2.8M +$479K +19,569 +21%
CIM
21
Confluence Investment Management
Missouri
$2.62M -$83.4K -3,408 -3%
Jane Street
22
Jane Street
New York
$2.49M +$682K +27,844 +38%
HBT
23
Hills Bank & Trust
Iowa
$2.3M +$256K +10,458 +13%
ACA
24
Aptus Capital Advisors
Alabama
$2.14M +$14.2K +578 +0.7%
Focus Partners Wealth
25
Focus Partners Wealth
Massachusetts
$2.1M +$92K +3,758 +5%

BSMP Hedge Fund Activity: Q2 2025 in Review

125 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2025 Municipal Bond ETF (BSMP) for Q2 2025, worth a combined $178M — down 3.8% from $186M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of BSMP and 8 opened new positions — a net loss of 3 holders — while 51 trimmed existing stakes and 39 added.

The largest buyer was Reliant Wealth Planning, opening a new position worth an estimated $2.04M. The largest seller was Envestnet Asset Management, cutting an estimated $2.16M.

  • 125 institutional investors held Invesco BulletShares 2025 Municipal Bond ETF (BSMP) as of Q2 2025, down from 130 in Q1 2025.
  • Funds reported $178M of Invesco BulletShares 2025 Municipal Bond ETF stock for Q2 2025, down 3.8% quarter-over-quarter.
  • 8 funds opened new Invesco BulletShares 2025 Municipal Bond ETF positions in Q2 2025 and 11 closed out, a net change of -3 holders.
  • The largest Invesco BulletShares 2025 Municipal Bond ETF buyer in Q2 2025 was Reliant Wealth Planning, an estimated $2.04M added.
  • The largest Invesco BulletShares 2025 Municipal Bond ETF seller in Q2 2025 was Envestnet Asset Management, an estimated $2.16M sold.

Based on aggregated 13F filings for Q2 2025.