BSMP icon

Invesco BulletShares 2025 Municipal Bond ETF

76 hedge funds and large institutions have $118M invested in Invesco BulletShares 2025 Municipal Bond ETF in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 46 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
76
Holders Change
+2
Holders Change %
+2.7%
% of All Funds
1.2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
46
Reduced
9
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CAM
51
Clark Asset Management
New Hampshire
$426K
WB
52
Webster Bank
Connecticut
$384K +$43.8K +1,800 +13%
CA
53
Claro Advisors
Massachusetts
$351K -$238K -9,756 -40%
IA
54
IFP Advisors
Florida
$328K -$64.3K -2,640 -16%
WA
55
WESPAC Advisors
California
$321K
KOC
56
Koss-Olinger Consulting
Florida
$311K +$11.9K +490 +4%
FFA
57
Farther Finance Advisors
California
$310K +$310K +12,714 New
LWMG
58
Levy Wealth Management Group
Pennsylvania
$301K
Stifel Financial
59
Stifel Financial
Missouri
$288K +$17.9K +737 +7%
LIM
60
Leavell Investment Management
Alabama
$288K
SPA
61
Sentinel Pension Advisors
Massachusetts
$276K +$276K +11,322 New
TF
62
TLWM Financial
Texas
$255K +$45.1K +1,852 +21%
KBFS
63
Kohmann Bosshard Financial Services
Ohio
$246K
ACM
64
Arlington Capital Management
Illinois
$238K +$26K +1,066 +12%
CPC
65
Cookson Peirce & Co
Pennsylvania
$228K +$228K +9,376 New
NAM
66
NorthCrest Asset Manangement
Minnesota
$220K
BFA
67
Bill Few Associates
Pennsylvania
$215K
MOS
68
MGO One Seven
Ohio
$201K -$209K -8,575 -51%
AA
69
Addison Advisors
Vermont
$175K +$175K +7,200 New
OSNBOA
70
Old Second National Bank of Aurora
Illinois
$170K +$27.4K +1,125 +19%
HNB
71
Huntington National Bank
Ohio
$105K
TSWM
72
Tyler-Stone Wealth Management
Ohio
$98K +$98K +4,043 New
CAL
73
Capital Analysts LLC
Pennsylvania
$52K
HI
74
Harbour Investments
Wisconsin
$50K +$50K +2,054 New
NSG
75
Nalls Sherbakoff Group
Tennessee
$35.5K