BSMP icon

Invesco BulletShares 2025 Municipal Bond ETF
BSMP

Overview Fund Activity

113 hedge funds and large institutions have $162M invested in Invesco BulletShares 2025 Municipal Bond ETF in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 47 increasing their positions, 35 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
113
Holders Change
+12
Holders Change %
+11.88%
% of All Funds
1.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
47
Reduced
35
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$13.8M
2
KAS
2
Kestra Advisory Services
Texas
$902K
3
OIA
3
OneDigital Investment Advisors
Kansas
$867K
4
MML Investors Services
4
MML Investors Services
Massachusetts
$1.7M
5
MWM
5
Meridian Wealth Management
Kentucky
$622K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$5.95M
2
Jane Street
2
Jane Street
New York
$7.11M
3
Mariner
3
Mariner
Kansas
$268K
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$1.44M
5
HWM
5
Horizons Wealth Management
North Carolina
$339K
Name Holding Trade Value Shares
Change 		Shares
Change %
WB
51
Webster Bank
Connecticut
$791K +$248K +10,195 +46%
RJFSA
52
Raymond James Financial Services Advisors
Florida
$773K -$55.6K -2,290 -7%
MA
53
MONECO Advisors
Connecticut
$759K +$552K +22,720 +266%
BPA
54
Beacon Pointe Advisors
California
$746K +$90.2K +3,715 +14%
OSNBOA
55
Old Second National Bank of Aurora
Illinois
$744K -$61.7K -2,541 -8%
VAMG
56
Voisard Asset Management Group
Michigan
$700K +$97.2K +4,000 +16%
SPA
57
Sentinel Pension Advisors
Massachusetts
$652K +$121K +4,999 +23%
SAM
58
Secure Asset Management
Michigan
$641K +$31.4K +1,292 +5%
VWWMG
59
Vermillion & White Wealth Management Group
Pennsylvania
$640K +$4.08K +168 +0.6%
MWM
60
Meridian Wealth Management
Kentucky
$622K +$622K +25,610 New
FFA
61
Farther Finance Advisors
California
$612K +$44.4K +1,828 +8%
Brown Advisory
62
Brown Advisory
Maryland
$605K – – –
DCM
63
Davis Capital Management
Florida
$573K -$61.3K -2,525 -10%
TF
64
TLWM Financial
Texas
$553K – – –
Thrivent Financial for Lutherans
65
Thrivent Financial for Lutherans
Minnesota
$543K – – –
MTWM
66
Masso Torrence Wealth Management
New Jersey
$519K -$10.3K -425 -2%
CAM
67
Clark Asset Management
New Hampshire
$514K +$88.6K +3,647 +21%
CAPTRUST Financial Advisors
68
CAPTRUST Financial Advisors
North Carolina
$487K -$147K -6,052 -23%
OWA
69
ORBA Wealth Advisors
Illinois
$486K – – –
WA
70
WESPAC Advisors
California
$421K -$421K -17,328 -50%
HBT
71
Hills Bank & Trust
Iowa
$417K +$271K +11,138 +185%
MOS
72
MGO One Seven
Ohio
$399K +$33.4K +1,373 +9%
CHAM
73
Clear Harbor Asset Management
Connecticut
$398K +$43.8K +1,805 +12%
Stifel Financial
74
Stifel Financial
Missouri
$395K -$34.6K -1,425 -8%
CFS
75
CRA Financial Services
New Jersey
$389K +$389K +16,000 New
1 2
3
4 5