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Invesco BulletShares 2025 Municipal Bond ETF
BSMP

Overview Fund Activity

125 hedge funds and large institutions have $185M invested in Invesco BulletShares 2025 Municipal Bond ETF in 2024 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 54 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
Holders Change
+12
Holders Change %
+10.62%
% of All Funds
1.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
54
Reduced
22
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OFS
OneAscent Financial Services
Alabama
$4.68M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$7.6M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$3.8M
4
AUB
Atlantic Union Bankshares
Virginia
$5.99M
5
FFN
Focus Financial Network
Minnesota
$2.61M

Top Sellers

1
AWM
Avior Wealth Management
Nebraska
$43.9K
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$6.89M
3
KAS
Kestra Advisory Services
Texas
$0
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$0
5
OIA
OneDigital Investment Advisors
Kansas
$793K
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
26
Savant Capital
Illinois
$1.83M – – –
HBT
27
Hills Bank & Trust
Iowa
$1.73M +$1.24M +50,633 +253%
RCA
28
Resonant Capital Advisors
Wisconsin
$1.62M -$347K -14,161 -18%
PWP
29
Precedent Wealth Partners
Texas
$1.62M +$58.5K +2,386 +4%
MA
30
MONECO Advisors
Connecticut
$1.6M +$436K +17,807 +37%
CIC
31
Carnegie Investment Counsel
Ohio
$1.57M -$93.1K -3,800 -6%
CA
32
CGN Advisors
Kansas
$1.52M -$53.8K -2,195 -3%
HighTower Advisors
33
HighTower Advisors
Illinois
$1.35M +$75.7K +3,087 +6%
DWM
34
Denver Wealth Management
Colorado
$1.31M -$13.8K -565 -1%
WB
35
Webster Bank
Connecticut
$1.22M -$70.3K -2,870 -5%
FNB
36
Farmers National Bank
Kentucky
$1.21M +$1.21M +49,348 New
PTC
37
Private Trust Company
Ohio
$1.19M – – –
ACM
38
AlphaStar Capital Management
North Carolina
$1.18M +$124K +5,050 +12%
EH
39
Equitable Holdings
New York
$1.17M +$33.7K +1,376 +3%
PFG
40
PAX Financial Group
Texas
$1.16M +$6.1K +249 +0.5%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$1.11M +$179K +7,323 +19%
Thrivent Financial for Lutherans
42
Thrivent Financial for Lutherans
Minnesota
$1.1M +$366K +14,943 +50%
PWM
43
Paulson Wealth Management
Illinois
$1.07M +$68.9K +2,813 +7%
PAG
44
Private Advisor Group
New Jersey
$1.05M -$59K -2,409 -5%
CWM
45
Cornerstone Wealth Management
Missouri
$977K +$137K +5,580 +16%
Jane Street
46
Jane Street
New York
$963K -$201K -8,184 -17%
SPA
47
Sentinel Pension Advisors
Massachusetts
$870K +$150K +6,116 +21%
Lido Advisors
48
Lido Advisors
California
$867K – – –
HGA
49
Hobbs Group Advisors
South Carolina
$853K -$51.5K -2,101 -6%
APA
50
Astoria Portfolio Advisors
New York
$835K -$59.3K -2,416 -7%
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