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Invesco BulletShares 2025 Municipal Bond ETF
BSMP

Overview Fund Activity

67 hedge funds and large institutions have $82.4M invested in Invesco BulletShares 2025 Municipal Bond ETF in 2022 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 28 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
+16
Holders Change %
+31.37%
% of All Funds
1.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
28
Reduced
7
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$6.11M
2
CIM
Confluence Investment Management
Missouri
$5.69M
3
LPL Financial
LPL Financial
California
$8.49M
4
Invesco
Invesco
Georgia
$2.68M
5
Wells Fargo
Wells Fargo
California
$6.67M

Top Sellers

1
RCA
Resonant Capital Advisors
Wisconsin
$4.15M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$0
3
NAM
NorthCrest Asset Manangement
Minnesota
$0
4
TF
TLWM Financial
Texas
$247K
5
SWP
Stratos Wealth Partners
Ohio
$378K
Name Holding Trade Value Shares
Change 		Shares
Change %
JCM
51
J2 Capital Management
Michigan
$244K – – –
LIM
52
Leavell Investment Management
Alabama
$244K +$244K +10,025 New
CG
53
Colony Group
Massachusetts
$227K +$227K +9,315 New
CPC
54
Cookson Peirce & Co
Pennsylvania
$226K +$8.48K +348 +4%
CAPTRUST Financial Advisors
55
CAPTRUST Financial Advisors
North Carolina
$226K -$94.7K -3,894 -30%
BFA
56
Bill Few Associates
Pennsylvania
$214K – – –
Creative Planning
57
Creative Planning
Kansas
$202K -$65.7K -2,700 -25%
ATPW
58
Ashton Thomas Private Wealth
Arizona
$201K +$201K +8,259 New
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$174K +$165K +6,767 +1,683%
TSWM
60
Tyler-Stone Wealth Management
Ohio
$97K +$97K +4,000 New
CAL
61
Capital Analysts LLC
Pennsylvania
$52K +$52K +2,133 New
MCC
62
Money Concepts Capital
Florida
$24.5K – – –
AF
63
Advisornet Financial
Minnesota
$14.3K – – –
ASN
64
Advisory Services Network
Georgia
$13.5K +$13.5K +554 New
OSNBOA
65
Old Second National Bank of Aurora
Illinois
$12.5K +$12.5K +514 New
NA
66
NewEdge Advisors
Louisiana
$2.79K +$323 +13,266 +13%
PAG
67
Private Advisor Group
New Jersey
$1.25K +$447 +18,403 +56%
Thrivent Financial for Lutherans
68
Thrivent Financial for Lutherans
Minnesota
– -$239K -10,028 Closed
NAM
69
NorthCrest Asset Manangement
Minnesota
– -$215K -9,037 Closed
HWA
70
HHM Wealth Advisors
Tennessee
– -$47K -1,965 Closed
AIP
71
Almanack Investment Partners
Pennsylvania
– -$25K -1,031 Closed
HWMA
72
Heritage Wealth Management (Arizona)
Arizona
– -$18K -770 Closed
HNB
73
Huntington National Bank
Ohio
– -$9K – –
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