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Invesco BulletShares 2025 Municipal Bond ETF
BSMP

Overview Fund Activity

67 hedge funds and large institutions have $82.4M invested in Invesco BulletShares 2025 Municipal Bond ETF in 2022 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 28 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
+16
Holders Change %
+31.37%
% of All Funds
1.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
28
Reduced
7
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$6.11M
2
CIM
Confluence Investment Management
Missouri
$5.69M
3
LPL Financial
LPL Financial
California
$8.49M
4
Invesco
Invesco
Georgia
$2.68M
5
Wells Fargo
Wells Fargo
California
$6.67M

Top Sellers

1
RCA
Resonant Capital Advisors
Wisconsin
$4.15M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$0
3
NAM
NorthCrest Asset Manangement
Minnesota
$0
4
TF
TLWM Financial
Texas
$247K
5
SWP
Stratos Wealth Partners
Ohio
$378K
Name Holding Trade Value Shares
Change 		Shares
Change %
KF
26
Krilogy Financial
Missouri
$995K +$995K +40,900 New
IA
27
IFP Advisors
Florida
$770K +$344K +13,770 +81%
CA
28
Claro Advisors
Massachusetts
$660K +$96.4K +3,962 +17%
SCFS
29
S.C. Financial Services
Arizona
$567K +$183K +7,537 +48%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$555K – – –
AUB
31
Atlantic Union Bankshares
Virginia
$519K +$519K +21,338 New
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$487K +$487K +20,044 New
EH
33
Equitable Holdings
New York
$474K +$39.6K +1,630 +9%
MTWM
34
Masso Torrence Wealth Management
New Jersey
$465K +$465K +19,116 New
BFEC
35
Benjamin F. Edwards & Company
Missouri
$443K +$163K +6,726 +58%
SFG
36
Sterling Financial Group
California
$433K +$433K +17,801 New
CAM
37
Clark Asset Management
New Hampshire
$425K +$425K +17,494 New
MOS
38
MGO One Seven
Ohio
$410K +$106K +4,350 +35%
SWP
39
Stratos Wealth Partners
Ohio
$378K -$109K -4,496 -22%
PWM
40
Paulson Wealth Management
Illinois
$338K +$338K +13,895 New
BPA
41
Beacon Pointe Advisors
California
$335K +$335K +13,760 New
MML Investors Services
42
MML Investors Services
Massachusetts
$312K +$312K +12,823 New
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$307K +$307K +12,609 New
WB
44
Webster Bank
Connecticut
$305K -$52.9K -2,175 -15%
KOC
45
Koss-Olinger Consulting
Florida
$271K – – –
Stifel Financial
46
Stifel Financial
Missouri
$271K +$271K +11,126 New
HWM
47
Horizons Wealth Management
North Carolina
$260K – – –
TF
48
TLWM Financial
Texas
$247K -$139K -5,712 -36%
KFI
49
Key Financial Inc
Pennsylvania
$246K – – –
KBFS
50
Kohmann Bosshard Financial Services
Ohio
$245K – – –
1
2
3