BSMP icon

Invesco BulletShares 2025 Municipal Bond ETF
BSMP

Overview Fund Activity

79 hedge funds and large institutions have $127M invested in Invesco BulletShares 2025 Municipal Bond ETF in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 49 increasing their positions, 13 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
+3
Holders Change %
+3.95%
% of All Funds
1.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
49
Reduced
13
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$5.45M
2
Jane Street
2
Jane Street
New York
$4.42M
3
Wells Fargo
3
Wells Fargo
California
$9.37M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$2.11M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$3.63M

Top Sellers

1
RCA
1
Resonant Capital Advisors
Wisconsin
$2.04M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$0
3
PAG
3
Private Advisor Group
New Jersey
$1.09M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$393K
5
DWM
5
Denver Wealth Management
Colorado
$1.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
MOS
51
MGO One Seven
Ohio
$417K +$218K +9,094 +110%
CA
52
Claro Advisors
Massachusetts
$394K +$48K +2,000 +14%
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$393K -$415K -17,276 -51%
WB
54
Webster Bank
Connecticut
$388K +$9.84K +410 +3%
SPIA
55
Steward Partners Investment Advisory
New York
$384K -$42.4K -1,768 -10%
BPA
56
Beacon Pointe Advisors
California
$372K -$108K -4,496 -23%
IA
57
IFP Advisors
Florida
$324K +$672 +28 +0.2%
KOC
58
Koss-Olinger Consulting
Florida
$315K +$8.5K +354 +3%
SPA
59
Sentinel Pension Advisors
Massachusetts
$312K +$40.3K +1,680 +15%
FFA
60
Farther Finance Advisors
California
$311K +$5.35K +223 +2%
LWMG
61
Levy Wealth Management Group
Pennsylvania
$296K – – –
LIM
62
Leavell Investment Management
Alabama
$284K – – –
Stifel Financial
63
Stifel Financial
Missouri
$277K -$7.35K -306 -3%
KBFS
64
Kohmann Bosshard Financial Services
Ohio
$242K – – –
ACM
65
Arlington Capital Management
Illinois
$236K +$1.56K +65 +0.7%
AA
66
Addison Advisors
Vermont
$221K +$48.1K +2,005 +28%
NAM
67
NorthCrest Asset Manangement
Minnesota
$217K – – –
BFA
68
Bill Few Associates
Pennsylvania
$212K – – –
MA
69
MONECO Advisors
Connecticut
$209K +$209K +8,717 New
CPC
70
Cookson Peirce & Co
Pennsylvania
$203K -$22.4K -930 -10%
CHAM
71
Clear Harbor Asset Management
Connecticut
$202K +$202K +8,419 New
HNB
72
Huntington National Bank
Ohio
$151K -$105K – –
HBT
73
Hills Bank & Trust
Iowa
$145K +$145K +6,025 New
TSWM
74
Tyler-Stone Wealth Management
Ohio
$108K +$10.8K +448 +11%
Comerica Bank
75
Comerica Bank
Texas
$69.3K +$69.3K +2,885 New
1 2
3
4