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Invesco BulletShares 2025 Municipal Bond ETF
BSMP

Overview Fund Activity

113 hedge funds and large institutions have $162M invested in Invesco BulletShares 2025 Municipal Bond ETF in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 47 increasing their positions, 35 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
113
Holders Change
+12
Holders Change %
+11.88%
% of All Funds
1.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
47
Reduced
35
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$13.8M
2
KAS
2
Kestra Advisory Services
Texas
$902K
3
OIA
3
OneDigital Investment Advisors
Kansas
$867K
4
MML Investors Services
4
MML Investors Services
Massachusetts
$1.7M
5
MWM
5
Meridian Wealth Management
Kentucky
$622K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$5.95M
2
Jane Street
2
Jane Street
New York
$7.11M
3
Mariner
3
Mariner
Kansas
$268K
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$1.44M
5
HWM
5
Horizons Wealth Management
North Carolina
$339K
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
26
CGN Advisors
Kansas
$1.56M -$181K -7,461 -10%
PNC Financial Services Group
27
PNC Financial Services Group
Pennsylvania
$1.55M -$204K -8,387 -12%
SC
28
Savant Capital
Illinois
$1.49M -$7.29K -300 -0.5%
KFI
29
Key Financial Inc
Pennsylvania
$1.47M +$591K +24,339 +67%
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
$1.44M -$519K -21,413 -26%
PWP
31
Precedent Wealth Partners
Texas
$1.29M +$193K +7,962 +18%
HighTower Advisors
32
HighTower Advisors
Illinois
$1.26M +$121K +5,000 +11%
DWM
33
Denver Wealth Management
Colorado
$1.25M -$65.1K -2,680 -5%
FNB
34
Farmers National Bank
Kentucky
$1.25M -$27.4K -1,130 -2%
FFN
35
Focus Financial Network
Minnesota
$1.18M -$29.7K -1,212 -2%
PTC
36
Private Trust Company
Ohio
$1.18M -$24.3K -1,000 -2%
PAG
37
Private Advisor Group
New Jersey
$1.12M -$50K -2,057 -4%
PFG
38
PAX Financial Group
Texas
$1.11M +$77.6K +3,193 +8%
EH
39
Equitable Holdings
New York
$1.1M +$10.8K +445 +1%
ACM
40
AlphaStar Capital Management
North Carolina
$971K +$178K +7,315 +22%
AWM
41
Avior Wealth Management
Nebraska
$962K +$64.2K +2,642 +7%
AFA
42
AA Financial Advisors
Ohio
$935K +$75.5K +3,109 +9%
KAS
43
Kestra Advisory Services
Texas
$902K +$902K +37,132 New
HGA
44
Hobbs Group Advisors
South Carolina
$888K +$888K +36,541 New
APA
45
Astoria Portfolio Advisors
New York
$886K +$3.5K +144 +0.4%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$877K +$380K +15,653 +77%
OIA
47
OneDigital Investment Advisors
Kansas
$867K +$867K +35,689 New
PWM
48
Paulson Wealth Management
Illinois
$845K +$141K +5,790 +20%
Lido Advisors
49
Lido Advisors
California
$801K -$328K -13,521 -29%
CWM
50
Cornerstone Wealth Management
Missouri
$791K +$61.1K +2,514 +8%
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