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BSMP

Invesco BulletShares 2025 Municipal Bond ETF

Delisted

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

118 hedge funds and large institutions have $154M invested in Invesco BulletShares 2025 Municipal Bond ETF in 2025 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 26 increasing their positions, 47 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.23% less ownership

Funds ownership: 74.85%70.63% (-4.2%)

6% less funds holding

Funds holding: 125118 (-7)

13% less capital invested

Capital invested by funds: $178M → $154M (-$24M)

45% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 47

46% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 13

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
118
Holders Change
-7
Holders Change %
-5.6%
% of All Funds
1.55%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
7
Increased
26
Reduced
47
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$15.6M +$199K +8,103 +1%
LPL Financial
2
LPL Financial
California
$9.94M -$644K -26,275 -6%
Invesco
3
Invesco
Georgia
$7.88M +$759K +30,975 +11%
Bank of America
4
Bank of America
North Carolina
$7.39M -$270K -10,996 -4%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$6.03M -$538K -21,931 -8%
Morgan Stanley
6
Morgan Stanley
New York
$4.87M -$193K -7,888 -4%
AUB
7
Atlantic Union Bankshares
Virginia
$4.69M +$267K +10,891 +6%
Osaic Holdings
8
Osaic Holdings
Arizona
$4.61M -$1.13M -46,100 -20%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$4.59M -$55.5K -2,266 -1%
IWC
10
Integrated Wealth Concepts
Massachusetts
$4.56M -$192K -7,815 -4%
NA
11
NewEdge Advisors
Louisiana
$3.68M +$21.2K +864 +0.6%
UBS Group
12
UBS Group
Switzerland
$3.66M -$248K -10,137 -6%
Raymond James Financial
13
Raymond James Financial
Florida
$3.44M -$206K -8,420 -6%
KFI
14
Key Financial Inc
Pennsylvania
$3.43M -$21.2K -866 -0.6%
ADL
15
Asset Dedication LLC
California
$3.09M +$236K +9,616 +8%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$2.78M -$112K -4,552 -4%
MA
17
MONECO Advisors
Connecticut
$2.6M -$202K -8,251 -7%
HBT
18
Hills Bank & Trust
Iowa
$2.28M -$20.3K -829 -0.9%
Focus Partners Wealth
19
Focus Partners Wealth
Massachusetts
$2.1M
ACA
20
Aptus Capital Advisors
Alabama
$2.03M -$109K -4,466 -5%
MML Investors Services
21
MML Investors Services
Massachusetts
$2M -$45.8K -1,870 -2%
HighTower Advisors
22
HighTower Advisors
Illinois
$1.88M +$37.5K +1,529 +2%
Jane Street
23
Jane Street
New York
$1.84M -$648K -26,434 -26%
PWP
24
Precedent Wealth Partners
Texas
$1.72M -$172K -7,038 -9%
RCA
25
Resonant Capital Advisors
Wisconsin
$1.48M

BSMP Hedge Fund Activity: Q3 2025 in Review

118 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2025 Municipal Bond ETF (BSMP) for Q3 2025, worth a combined $154M — down 13% from $178M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of BSMP and 7 opened new positions — a net loss of 6 holders — while 47 trimmed existing stakes and 26 added.

The largest buyer was Ameriprise, adding an estimated $1.06M. The largest seller was OneAscent Financial Services, exiting entirely with an estimated $4.64M sold.

  • 118 institutional investors held Invesco BulletShares 2025 Municipal Bond ETF (BSMP) as of Q3 2025, down from 125 in Q2 2025.
  • Funds reported $154M of Invesco BulletShares 2025 Municipal Bond ETF stock for Q3 2025, down 13% quarter-over-quarter.
  • 7 funds opened new Invesco BulletShares 2025 Municipal Bond ETF positions in Q3 2025 and 13 closed out, a net change of -6 holders.
  • The largest Invesco BulletShares 2025 Municipal Bond ETF buyer in Q3 2025 was Ameriprise, an estimated $1.06M added.
  • The largest Invesco BulletShares 2025 Municipal Bond ETF seller in Q3 2025 was OneAscent Financial Services, an estimated $4.64M sold.

Based on aggregated 13F filings for Q3 2025.