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Invesco BulletShares 2025 Municipal Bond ETF
BSMP

Overview Fund Activity

124 hedge funds and large institutions have $178M invested in Invesco BulletShares 2025 Municipal Bond ETF in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 39 increasing their positions, 50 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
-5
Holders Change %
-3.88%
% of All Funds
1.66%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
8
Increased
39
Reduced
50
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RWP
Reliant Wealth Planning
Kentucky
$2.05M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$1.72M
3
LPL Financial
LPL Financial
California
$10.6M
4
AWM
Accurate Wealth Management
Florida
$688K
5
Jane Street
Jane Street
New York
$2.49M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$4.65M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$1.64M
3
Wells Fargo
Wells Fargo
California
$15.4M
4
Osaic Holdings
Osaic Holdings
Arizona
$5.03M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$5.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
26
MML Investors Services
Massachusetts
$2.05M +$339K +13,833 +20%
RWP
27
Reliant Wealth Planning
Kentucky
$2.05M +$2.05M +83,356 New
PWP
28
Precedent Wealth Partners
Texas
$1.89M -$158K -6,421 -8%
HighTower Advisors
29
HighTower Advisors
Illinois
$1.84M +$267K +10,881 +17%
Thrivent Financial for Lutherans
30
Thrivent Financial for Lutherans
Minnesota
$1.72M +$1.72M +69,972 New
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$1.64M -$2.16M -88,064 -57%
RCA
32
Resonant Capital Advisors
Wisconsin
$1.48M -$47.9K -1,950 -3%
FFN
33
Focus Financial Network
Minnesota
$1.44M -$931K -37,947 -39%
EH
34
Equitable Holdings
New York
$1.31M +$161K +6,561 +14%
FNB
35
Farmers National Bank
Kentucky
$1.21M -$15.6K -634 -1%
SC
36
Savant Capital
Illinois
$1.17M -$333K -13,588 -22%
PFG
37
PAX Financial Group
Texas
$1.13M -$164K -6,692 -13%
FCAS
38
First Command Advisory Services
Texas
$1.11M +$117K +4,762 +12%
ACM
39
AlphaStar Capital Management
North Carolina
$1.1M +$136K +5,530 +14%
CWM
40
Cornerstone Wealth Management
Missouri
$1.09M +$9.03K +368 +0.8%
CA
41
CGN Advisors
Kansas
$1.05M -$564K -22,978 -35%
WB
42
Webster Bank
Connecticut
$1.03M -$164K -6,680 -14%
PWM
43
Paulson Wealth Management
Illinois
$1.01M -$85.7K -3,494 -8%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$983K -$79.7K -3,248 -7%
DWM
45
Denver Wealth Management
Colorado
$931K -$321K -13,089 -26%
Lido Advisors
46
Lido Advisors
California
$868K – – –
AQR Capital Management
47
AQR Capital Management
Connecticut
$863K -$134K -5,442 -13%
VA
48
VestGen Advisors
Illinois
$832K -$106K -4,315 -11%
SPA
49
Sentinel Pension Advisors
Massachusetts
$831K -$76.1K -3,101 -8%
Brown Advisory
50
Brown Advisory
Maryland
$810K – – –
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