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Invesco BulletShares 2025 Municipal Bond ETF
BSMP

Overview Fund Activity

74 hedge funds and large institutions have $106M invested in Invesco BulletShares 2025 Municipal Bond ETF in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 39 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
+7
Holders Change %
+10.45%
% of All Funds
1.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
39
Reduced
11
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$7.26M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$2.73M
3
SC
Savant Capital
Illinois
$1.51M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$7.66M
5
Invesco
Invesco
Georgia
$3.92M

Top Sellers

1
Jane Street
Jane Street
New York
$251K
2
SPIA
Steward Partners Investment Advisory
New York
$634K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
4
SWP
Stratos Wealth Partners
Ohio
$0
5
IA
IFP Advisors
Florida
$402K
Name Holding Trade Value Shares
Change 		Shares
Change %
EH
26
Equitable Holdings
New York
$1.09M +$611K +24,891 +128%
FNB
27
Farmers National Bank
Kentucky
$1.06M +$29.7K +1,209 +3%
KFI
28
Key Financial Inc
Pennsylvania
$1.06M +$807K +32,900 +318%
Citadel Advisors
29
Citadel Advisors
Florida
$1.05M +$1.05M +42,657 New
KF
30
Krilogy Financial
Missouri
$1M – – –
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$801K +$625K +25,452 +355%
APA
32
Astoria Portfolio Advisors
New York
$714K +$714K +29,039 New
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$669K +$109K +4,425 +19%
CWM
34
Cornerstone Wealth Management
Missouri
$643K +$643K +26,182 New
SPIA
35
Steward Partners Investment Advisory
New York
$634K -$689K -28,077 -52%
FWM
36
Fortress Wealth Management
California
$616K +$616K +25,090 New
CA
37
Claro Advisors
Massachusetts
$593K -$73.6K -3,000 -11%
AWM
38
Avior Wealth Management
Nebraska
$585K +$585K +23,838 New
AUB
39
Atlantic Union Bankshares
Virginia
$538K +$14.7K +600 +3%
PWM
40
Paulson Wealth Management
Illinois
$532K +$191K +7,798 +56%
HWM
41
Horizons Wealth Management
North Carolina
$487K +$225K +9,150 +85%
MTWM
42
Masso Torrence Wealth Management
New Jersey
$481K +$12.3K +500 +3%
BPA
43
Beacon Pointe Advisors
California
$470K +$132K +5,392 +39%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$459K +$149K +6,077 +48%
BFEC
45
Benjamin F. Edwards & Company
Missouri
$443K -$3.92K -160 -0.9%
SFG
46
Sterling Financial Group
California
$433K – – –
CAM
47
Clark Asset Management
New Hampshire
$429K – – –
CAPTRUST Financial Advisors
48
CAPTRUST Financial Advisors
North Carolina
$423K +$195K +7,949 +86%
MOS
49
MGO One Seven
Ohio
$413K – – –
IA
50
IFP Advisors
Florida
$402K -$368K -14,742 -48%
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