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Invesco BulletShares 2025 Municipal Bond ETF
BSMP

Overview Fund Activity

76 hedge funds and large institutions have $118M invested in Invesco BulletShares 2025 Municipal Bond ETF in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 46 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
76
Holders Change
+2
Holders Change %
+2.7%
% of All Funds
1.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
46
Reduced
9
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$2.55M
2
Morgan Stanley
2
Morgan Stanley
New York
$9.09M
3
Lido Advisors
3
Lido Advisors
California
$908K
4
AUB
4
Atlantic Union Bankshares
Virginia
$1.37M
5
RJA
5
Raymond James & Associates
Florida
$2.75M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
KF
2
Krilogy Financial
Missouri
$0
3
LPL Financial
3
LPL Financial
California
$8.75M
4
CA
4
Claro Advisors
Massachusetts
$351K
5
JCM
5
J2 Capital Management
Michigan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AUB
26
Atlantic Union Bankshares
Virginia
$1.37M +$834K +34,238 +156%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$1.23M +$434K +17,816 +55%
PTC
28
Private Trust Company
Ohio
$1.22M – – –
KFI
29
Key Financial Inc
Pennsylvania
$1.21M +$161K +6,615 +15%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$1.19M +$11.6K +477 +1%
HighTower Advisors
31
HighTower Advisors
Illinois
$1.17M +$559 +23 +0%
FNB
32
Farmers National Bank
Kentucky
$1.09M +$35.4K +1,455 +3%
Lido Advisors
33
Lido Advisors
California
$908K +$908K +37,291 New
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$831K +$376K +15,429 +83%
CG
35
Colony Group
Massachusetts
$821K +$594K +24,385 +262%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$819K +$155K +6,367 +23%
CWM
37
Cornerstone Wealth Management
Missouri
$722K +$84.5K +3,470 +13%
APA
38
Astoria Portfolio Advisors
New York
$715K +$7.56K +310 +1%
CAPTRUST Financial Advisors
39
CAPTRUST Financial Advisors
North Carolina
$639K +$219K +9,014 +52%
SFG
40
Sterling Financial Group
California
$628K +$195K +8,002 +45%
FWM
41
Fortress Wealth Management
California
$614K +$3.34K +137 +0.5%
AWM
42
Avior Wealth Management
Nebraska
$609K +$28.3K +1,162 +5%
PWM
43
Paulson Wealth Management
Illinois
$581K +$53K +2,175 +10%
MTWM
44
Masso Torrence Wealth Management
New Jersey
$538K +$60.8K +2,495 +13%
BPA
45
Beacon Pointe Advisors
California
$486K +$20.1K +824 +4%
HWM
46
Horizons Wealth Management
North Carolina
$484K +$341 +14 +0.1%
MML Investors Services
47
MML Investors Services
Massachusetts
$459K +$131K +5,393 +40%
BFEC
48
Benjamin F. Edwards & Company
Missouri
$450K +$9.87K +405 +2%
RJFSA
49
Raymond James Financial Services Advisors
Florida
$437K +$63.8K +2,622 +17%
SPIA
50
Steward Partners Investment Advisory
New York
$433K -$196K -8,057 -31%
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