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Invesco BulletShares 2025 Municipal Bond ETF
BSMP

Overview Fund Activity

99 hedge funds and large institutions have $158M invested in Invesco BulletShares 2025 Municipal Bond ETF in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 38 increasing their positions, 23 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
99
Holders Change
+20
Holders Change %
+25.32%
% of All Funds
1.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
38
Reduced
23
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$21.9M
2
OFS
OneAscent Financial Services
Alabama
$4.43M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$7.14M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.39M
5
Bank of America
Bank of America
North Carolina
$6.39M

Top Sellers

1
GWP
Gateway Wealth Partners
Wisconsin
$0
2
Jane Street
Jane Street
New York
$977K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$354K
4
LPL Financial
LPL Financial
California
$8.86M
5
Osaic Holdings
Osaic Holdings
Arizona
$2.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
DCM
51
Davis Capital Management
Florida
$641K +$641K +26,135 New
WA
52
WESPAC Advisors
California
$626K – – –
FFA
53
Farther Finance Advisors
California
$620K +$303K +12,343 +95%
Brown Advisory
54
Brown Advisory
Maryland
$611K +$611K +24,920 New
VAMG
55
Voisard Asset Management Group
Michigan
$608K +$608K +24,800 New
BPA
56
Beacon Pointe Advisors
California
$602K +$222K +9,066 +59%
SAM
57
Secure Asset Management
Michigan
$575K +$575K +23,421 New
TF
58
TLWM Financial
Texas
$539K +$3.29K +134 +0.6%
MTWM
59
Masso Torrence Wealth Management
New Jersey
$534K -$8.1K -330 -1%
RJFSA
60
Raymond James Financial Services Advisors
Florida
$498K +$19.5K +794 +4%
OWA
61
ORBA Wealth Advisors
Illinois
$491K +$491K +20,000 New
WB
62
Webster Bank
Connecticut
$488K +$91.6K +3,735 +23%
BFEC
63
Benjamin F. Edwards & Company
Missouri
$488K -$67.9K -2,768 -12%
CAM
64
Clark Asset Management
New Hampshire
$429K – – –
Stifel Financial
65
Stifel Financial
Missouri
$429K +$146K +5,964 +52%
FFG
66
Foundry Financial Group
New Hampshire
$424K +$424K +17,278 New
SPA
67
Sentinel Pension Advisors
Massachusetts
$393K +$73.7K +3,002 +23%
SPIA
68
Steward Partners Investment Advisory
New York
$393K – – –
MWM
69
Meridian Wealth Management
Kentucky
$390K +$390K +15,887 New
WP
70
WealthSource Partners
California
$383K +$383K +15,622 New
MOS
71
MGO One Seven
Ohio
$358K -$68.2K -2,779 -16%
Royal Bank of Canada
72
Royal Bank of Canada
Ontario, Canada
$354K -$2.56M -104,163 -88%
Cambridge Investment Research Advisors
73
Cambridge Investment Research Advisors
Iowa
$353K -$47.8K -1,950 -12%
KOC
74
Koss-Olinger Consulting
Florida
$341K +$18.7K +760 +6%
NAM
75
NorthCrest Asset Manangement
Minnesota
$326K +$105K +4,261 +47%
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