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Invesco BulletShares 2025 Municipal Bond ETF
BSMP

Overview Fund Activity

101 hedge funds and large institutions have $163M invested in Invesco BulletShares 2025 Municipal Bond ETF in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 45 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
101
Holders Change
+2
Holders Change %
+2.02%
% of All Funds
1.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
45
Reduced
25
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$9.56M
2
Wells Fargo
2
Wells Fargo
California
$12.9M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$1.98M
4
ACA
4
Aptus Capital Advisors
Alabama
$1.54M
5
ACM
5
AlphaStar Capital Management
North Carolina
$795K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$11.5M
2
UBS Group
2
UBS Group
Switzerland
$4.7M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$227K
4
LPL Financial
4
LPL Financial
California
$7.64M
5
KFI
5
Key Financial Inc
Pennsylvania
$878K
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
51
Paulson Wealth Management
Illinois
$706K +$42.9K +1,762 +6%
BPA
52
Beacon Pointe Advisors
California
$657K +$59.7K +2,453 +10%
VWWMG
53
Vermillion & White Wealth Management Group
Pennsylvania
$637K +$637K +26,176 New
DCM
54
Davis Capital Management
Florida
$635K – – –
CAPTRUST Financial Advisors
55
CAPTRUST Financial Advisors
North Carolina
$635K -$318K -13,081 -33%
SAM
56
Secure Asset Management
Michigan
$611K +$40.9K +1,682 +7%
Brown Advisory
57
Brown Advisory
Maryland
$607K – – –
VAMG
58
Voisard Asset Management Group
Michigan
$604K – – –
FFA
59
Farther Finance Advisors
California
$568K -$46.5K -1,914 -8%
TF
60
TLWM Financial
Texas
$554K +$19.8K +814 +4%
Thrivent Financial for Lutherans
61
Thrivent Financial for Lutherans
Minnesota
$545K +$545K +22,368 New
WB
62
Webster Bank
Connecticut
$544K +$59.8K +2,455 +12%
SPA
63
Sentinel Pension Advisors
Massachusetts
$531K +$142K +5,825 +36%
MTWM
64
Masso Torrence Wealth Management
New Jersey
$530K – – –
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$498K +$146K +6,011 +42%
OWA
66
ORBA Wealth Advisors
Illinois
$487K – – –
RSA
67
River Street Advisors
Illinois
$453K +$453K +18,594 New
Stifel Financial
68
Stifel Financial
Missouri
$431K +$5.33K +219 +1%
CAM
69
Clark Asset Management
New Hampshire
$427K +$876 +36 +0.2%
SFG
70
Sterling Financial Group
California
$423K -$308K -12,641 -42%
BFEC
71
Benjamin F. Edwards & Company
Missouri
$382K -$103K -4,214 -21%
MOS
72
MGO One Seven
Ohio
$366K +$11K +450 +3%
CHAM
73
Clear Harbor Asset Management
Connecticut
$355K +$142K +5,827 +66%
WA
74
Waverly Advisors
Alabama
$303K +$303K +12,450 New
LWMG
75
Levy Wealth Management Group
Pennsylvania
$303K – – –
1 2
3
4 5