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Invesco BulletShares 2025 Municipal Bond ETF
BSMP

Overview Fund Activity

101 hedge funds and large institutions have $163M invested in Invesco BulletShares 2025 Municipal Bond ETF in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 45 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
101
Holders Change
+2
Holders Change %
+2.02%
% of All Funds
1.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
45
Reduced
25
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$9.56M
2
Wells Fargo
2
Wells Fargo
California
$12.9M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$1.98M
4
ACA
4
Aptus Capital Advisors
Alabama
$1.54M
5
ACM
5
AlphaStar Capital Management
North Carolina
$795K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$11.5M
2
UBS Group
2
UBS Group
Switzerland
$4.7M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$227K
4
LPL Financial
4
LPL Financial
California
$7.64M
5
KFI
5
Key Financial Inc
Pennsylvania
$878K
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
26
Aptus Capital Advisors
Alabama
$1.54M +$1.54M +63,073 New
SC
27
Savant Capital
Illinois
$1.5M -$11K -450 -0.7%
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$1.49M +$178K +7,332 +14%
DWM
29
Denver Wealth Management
Colorado
$1.32M -$41.2K -1,694 -3%
FNB
30
Farmers National Bank
Kentucky
$1.28M +$32.9K +1,353 +3%
Mariner
31
Mariner
Kansas
$1.24M +$101K +4,161 +9%
PTC
32
Private Trust Company
Ohio
$1.21M – – –
FFN
33
Focus Financial Network
Minnesota
$1.2M +$426K +17,535 +55%
PAG
34
Private Advisor Group
New Jersey
$1.17M +$70.7K +2,904 +6%
HighTower Advisors
35
HighTower Advisors
Illinois
$1.14M -$27.3K -1,123 -2%
Lido Advisors
36
Lido Advisors
California
$1.13M +$320K +13,160 +39%
PWP
37
Precedent Wealth Partners
Texas
$1.09M +$258K +10,619 +31%
EH
38
Equitable Holdings
New York
$1.09M -$327K -13,442 -23%
MML Investors Services
39
MML Investors Services
Massachusetts
$1.07M +$168K +6,922 +19%
PFG
40
PAX Financial Group
Texas
$1.03M -$77.7K -3,191 -7%
AWM
41
Avior Wealth Management
Nebraska
$899K +$169K +6,942 +23%
APA
42
Astoria Portfolio Advisors
New York
$883K +$13.3K +549 +2%
KFI
43
Key Financial Inc
Pennsylvania
$878K -$855K -35,116 -49%
AFA
44
AA Financial Advisors
Ohio
$861K +$183K +7,500 +27%
HWM
45
Horizons Wealth Management
North Carolina
$844K – – –
WA
46
WESPAC Advisors
California
$844K +$223K +9,144 +36%
RJFSA
47
Raymond James Financial Services Advisors
Florida
$831K +$337K +13,842 +68%
OSNBOA
48
Old Second National Bank of Aurora
Illinois
$808K +$49.8K +2,044 +7%
ACM
49
AlphaStar Capital Management
North Carolina
$795K +$795K +32,642 New
CWM
50
Cornerstone Wealth Management
Missouri
$732K -$42.8K -1,758 -6%
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