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Invesco BulletShares 2025 Municipal Bond ETF
BSMP

Overview Fund Activity

99 hedge funds and large institutions have $158M invested in Invesco BulletShares 2025 Municipal Bond ETF in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 38 increasing their positions, 23 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
99
Holders Change
+20
Holders Change %
+25.32%
% of All Funds
1.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
38
Reduced
23
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$21.9M
2
OFS
2
OneAscent Financial Services
Alabama
$4.43M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$7.14M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.39M
5
Bank of America
5
Bank of America
North Carolina
$6.39M

Top Sellers

1
GWP
1
Gateway Wealth Partners
Wisconsin
$0
2
Jane Street
2
Jane Street
New York
$977K
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$354K
4
LPL Financial
4
LPL Financial
California
$8.86M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$2.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$1.39M +$1.39M +56,853 New
DWM
27
Denver Wealth Management
Colorado
$1.37M +$4.32K +176 +0.3%
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$1.32M +$11.2K +455 +0.9%
Focus Partners Wealth
29
Focus Partners Wealth
Massachusetts
$1.27M +$1.27M +51,844 New
FNB
30
Farmers National Bank
Kentucky
$1.25M +$57.1K +2,328 +5%
PTC
31
Private Trust Company
Ohio
$1.22M -$9.81K -400 -0.8%
HighTower Advisors
32
HighTower Advisors
Illinois
$1.18M -$3.22K -131 -0.3%
Mariner
33
Mariner
Kansas
$1.14M +$1.14M +46,651 New
PFG
34
PAX Financial Group
Texas
$1.12M +$1.12M +45,665 New
PAG
35
Private Advisor Group
New Jersey
$1.11M -$4.1K -167 -0.4%
Jane Street
36
Jane Street
New York
$977K -$3.54M -144,430 -78%
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$961K +$296K +12,046 +44%
MML Investors Services
38
MML Investors Services
Massachusetts
$908K +$199K +8,092 +28%
APA
39
Astoria Portfolio Advisors
New York
$876K +$2.57K +105 +0.3%
HWM
40
Horizons Wealth Management
North Carolina
$844K +$51.8K +2,110 +7%
PWP
41
Precedent Wealth Partners
Texas
$843K +$843K +34,345 New
HGA
42
Hobbs Group Advisors
South Carolina
$826K +$826K +33,672 New
Lido Advisors
43
Lido Advisors
California
$818K -$123K -5,004 -13%
FFN
44
Focus Financial Network
Minnesota
$785K +$785K +32,009 New
CWM
45
Cornerstone Wealth Management
Missouri
$781K -$11.7K -475 -1%
OSNBOA
46
Old Second National Bank of Aurora
Illinois
$764K -$44K -1,793 -5%
SFG
47
Sterling Financial Group
California
$736K – – –
AWM
48
Avior Wealth Management
Nebraska
$736K +$118K +4,789 +19%
AFA
49
AA Financial Advisors
Ohio
$684K +$684K +27,875 New
PWM
50
Paulson Wealth Management
Illinois
$668K +$77.6K +3,162 +13%
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