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Invesco BulletShares 2025 Municipal Bond ETF
BSMP

Overview Fund Activity

79 hedge funds and large institutions have $127M invested in Invesco BulletShares 2025 Municipal Bond ETF in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 49 increasing their positions, 13 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
+3
Holders Change %
+3.95%
% of All Funds
1.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
49
Reduced
13
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$5.45M
2
Jane Street
2
Jane Street
New York
$4.42M
3
Wells Fargo
3
Wells Fargo
California
$9.37M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$2.11M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$3.63M

Top Sellers

1
RCA
1
Resonant Capital Advisors
Wisconsin
$2.04M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$0
3
PAG
3
Private Advisor Group
New Jersey
$1.09M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$393K
5
DWM
5
Denver Wealth Management
Colorado
$1.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWM
26
Denver Wealth Management
Colorado
$1.33M -$162K -6,769 -11%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$1.28M +$67.8K +2,823 +6%
PTC
28
Private Trust Company
Ohio
$1.2M – – –
FNB
29
Farmers National Bank
Kentucky
$1.17M +$96.2K +4,009 +9%
HighTower Advisors
30
HighTower Advisors
Illinois
$1.16M +$1.59K +66 +0.1%
PAG
31
Private Advisor Group
New Jersey
$1.09M -$695K -28,937 -39%
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$1M +$1M +41,793 New
Lido Advisors
33
Lido Advisors
California
$920K +$24.9K +1,039 +3%
APA
34
Astoria Portfolio Advisors
New York
$854K +$152K +6,343 +22%
CG
35
Colony Group
Massachusetts
$818K +$9.33K +389 +1%
OSNBOA
36
Old Second National Bank of Aurora
Illinois
$790K +$623K +25,962 +373%
HWM
37
Horizons Wealth Management
North Carolina
$775K +$299K +12,438 +63%
CWM
38
Cornerstone Wealth Management
Missouri
$775K +$63.5K +2,644 +9%
SFG
39
Sterling Financial Group
California
$720K +$101K +4,205 +16%
MML Investors Services
40
MML Investors Services
Massachusetts
$694K +$241K +10,050 +53%
CAPTRUST Financial Advisors
41
CAPTRUST Financial Advisors
North Carolina
$651K +$21.2K +883 +3%
WA
42
WESPAC Advisors
California
$612K +$296K +12,324 +93%
FWM
43
Fortress Wealth Management
California
$609K +$3.43K +143 +0.6%
AWM
44
Avior Wealth Management
Nebraska
$605K +$5.16K +215 +0.9%
PWM
45
Paulson Wealth Management
Illinois
$578K +$4.83K +201 +0.8%
BFEC
46
Benjamin F. Edwards & Company
Missouri
$544K +$101K +4,197 +23%
MTWM
47
Masso Torrence Wealth Management
New Jersey
$531K – – –
TF
48
TLWM Financial
Texas
$524K +$272K +11,339 +108%
RJFSA
49
Raymond James Financial Services Advisors
Florida
$468K +$37K +1,541 +9%
CAM
50
Clark Asset Management
New Hampshire
$420K – – –
1
2
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