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Invesco BulletShares 2025 Municipal Bond ETF
BSMP

Overview Fund Activity

49 hedge funds and large institutions have $46.7M invested in Invesco BulletShares 2025 Municipal Bond ETF in 2022 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 14 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
+18
Holders Change %
+58.06%
% of All Funds
0.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
14
Reduced
7
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCA
Resonant Capital Advisors
Wisconsin
$4.92M
2
Wells Fargo
Wells Fargo
California
$4.86M
3
NA
NewEdge Advisors
Louisiana
$2.43M
4
Jane Street
Jane Street
New York
$3.58M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.17M

Top Sellers

1
SWP
Stratos Wealth Partners
Ohio
$753K
2
Morgan Stanley
Morgan Stanley
New York
$3.81M
3
Bank of America
Bank of America
North Carolina
$2.82M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
5
BFA
Beaumont Financial Advisors
Massachusetts
$1.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
26
UBS Group
Switzerland
$381K +$78.8K +3,215 +26%
LIM
27
Leavell Investment Management
Alabama
$326K +$326K +13,310 New
CAPTRUST Financial Advisors
28
CAPTRUST Financial Advisors
North Carolina
$323K +$66.2K +2,703 +26%
CPC
29
Cookson Peirce & Co
Pennsylvania
$309K -$36.2K -1,477 -10%
FNB
30
Farmers National Bank
Kentucky
$307K +$20K +816 +7%
Creative Planning
31
Creative Planning
Kansas
$270K – – –
HWM
32
Horizons Wealth Management
North Carolina
$264K +$264K +10,703 New
KFI
33
Key Financial Inc
Pennsylvania
$254K – – –
TF
34
TLWM Financial
Texas
$249K +$249K +10,156 New
KBFS
35
Kohmann Bosshard Financial Services
Ohio
$247K +$247K +10,070 New
Thrivent Financial for Lutherans
36
Thrivent Financial for Lutherans
Minnesota
$246K – – –
FTUS
37
Flow Traders U.S.
New York
$242K +$242K +9,875 New
NAM
38
NorthCrest Asset Manangement
Minnesota
$222K +$222K +9,037 New
BFA
39
Bill Few Associates
Pennsylvania
$216K +$216K +8,813 New
YIA
40
YHB Investment Advisors
Connecticut
$210K -$14.7K -600 -7%
TCA
41
Transcend Capital Advisors
New Jersey
$202K +$202K +8,255 New
WB
42
Webster Bank
Connecticut
$176K +$176K +7,160 New
BFEC
43
Benjamin F. Edwards & Company
Missouri
$174K +$174K +7,100 New
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$99K +$99K +4,035 New
AF
45
Advisornet Financial
Minnesota
$55K +$3.57K +145 +7%
HWA
46
HHM Wealth Advisors
Tennessee
$48K – – –
MCC
47
Money Concepts Capital
Florida
$25K – – –
PTC
48
Private Trust Company
Ohio
$25K +$25K +1,000 New
GWM
49
Geneos Wealth Management
Colorado
$22K – – –
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
– -$212K -8,547 Closed
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