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Invesco BulletShares 2025 Municipal Bond ETF
BSMP

Overview Fund Activity

51 hedge funds and large institutions have $43M invested in Invesco BulletShares 2025 Municipal Bond ETF in 2022 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 9 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
51
Holders Change
+2
Holders Change %
+4.08%
% of All Funds
0.88%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
18
Reduced
9
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IWC
Integrated Wealth Concepts
Massachusetts
$1.14M
2
Bank of America
Bank of America
North Carolina
$3.51M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$690K
4
DWM
Denver Wealth Management
Colorado
$641K
5
RJA
Raymond James & Associates
Florida
$1.27M

Top Sellers

1
Jane Street
Jane Street
New York
$0
2
BFA
Beaumont Financial Advisors
Massachusetts
$0
3
Morgan Stanley
Morgan Stanley
New York
$2.33M
4
SHWM
Smith & Howard Wealth Management
Georgia
$0
5
SI
Stephens Inc
Arkansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
26
HighTower Advisors
Illinois
$415K -$23.1K -972 -5%
Carson Wealth (CWM LLC)
27
Carson Wealth (CWM LLC)
Nebraska
$409K +$313K +13,137 +326%
SCFS
28
S.C. Financial Services
Arizona
$376K +$376K +15,793 New
FNB
29
Farmers National Bank
Kentucky
$373K +$74.9K +3,147 +25%
WB
30
Webster Bank
Connecticut
$350K +$180K +7,565 +106%
CAPTRUST Financial Advisors
31
CAPTRUST Financial Advisors
North Carolina
$314K – – –
TF
32
TLWM Financial
Texas
$296K +$107K +5,717 +56%
BFEC
33
Benjamin F. Edwards & Company
Missouri
$274K +$105K +4,403 +62%
KOC
34
Koss-Olinger Consulting
Florida
$265K +$265K +11,143 New
Creative Planning
35
Creative Planning
Kansas
$262K – – –
HWM
36
Horizons Wealth Management
North Carolina
$255K – – –
KFI
37
Key Financial Inc
Pennsylvania
$246K – – –
KBFS
38
Kohmann Bosshard Financial Services
Ohio
$240K – – –
Thrivent Financial for Lutherans
39
Thrivent Financial for Lutherans
Minnesota
$239K – – –
JCM
40
J2 Capital Management
Michigan
$239K +$239K +10,034 New
NAM
41
NorthCrest Asset Manangement
Minnesota
$215K – – –
CPC
42
Cookson Peirce & Co
Pennsylvania
$212K -$87.1K -3,669 -29%
BFA
43
Bill Few Associates
Pennsylvania
$209K – – –
PTC
44
Private Trust Company
Ohio
$81K +$57.2K +2,400 +240%
HWA
45
HHM Wealth Advisors
Tennessee
$47K – – –
AIP
46
Almanack Investment Partners
Pennsylvania
$25K +$25K +1,031 New
MCC
47
Money Concepts Capital
Florida
$24K – – –
HWMA
48
Heritage Wealth Management (Arizona)
Arizona
$18K +$18K +770 New
AF
49
Advisornet Financial
Minnesota
$14K -$39.1K -1,645 -74%
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$10K +$10K +402 New
1
2
3