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Invesco BulletShares 2025 Municipal Bond ETF
BSMP

Overview Fund Activity

31 hedge funds and large institutions have $25.1M invested in Invesco BulletShares 2025 Municipal Bond ETF in 2022 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
31
Holders Change
+4
Holders Change %
+14.81%
% of All Funds
0.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
13
Reduced
7
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$4.09M
2
Morgan Stanley
Morgan Stanley
New York
$4.33M
3
ADL
Asset Dedication LLC
California
$1.27M
4
RJA
Raymond James & Associates
Florida
$581K
5
SWP
Stratos Wealth Partners
Ohio
$1.24M

Top Sellers

1
NAM
NorthCrest Asset Manangement
Minnesota
$0
2
3LCM
3D/L Capital Management
Connecticut
$0
3
Bank of America
Bank of America
North Carolina
$3.13M
4
BFA
Beaumont Financial Advisors
Massachusetts
$1.98M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$95K
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
26
Advisornet Financial
Minnesota
$52K +$37.3K +1,500 +255%
HWA
27
HHM Wealth Advisors
Tennessee
$49K – – –
SCA
28
Stonebridge Capital Advisors
Minnesota
$37K +$37K +1,500 New
MCC
29
Money Concepts Capital
Florida
$25K +$25K +1,006 New
GWM
30
Geneos Wealth Management
Colorado
$22K – – –
Koshinski Asset Management
31
Koshinski Asset Management
Illinois
$21.1K – – –
NAM
32
NorthCrest Asset Manangement
Minnesota
– -$234K -9,037 Closed
3LCM
33
3D/L Capital Management
Connecticut
– -$209K -8,051 Closed
1
2