BSMP icon

Invesco BulletShares 2025 Municipal Bond ETF
BSMP

Overview Fund Activity

113 hedge funds and large institutions have $161M invested in Invesco BulletShares 2025 Municipal Bond ETF in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 54 increasing their positions, 21 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
113
Holders Change
–
Holders Change %
0%
% of All Funds
1.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
54
Reduced
21
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$15.4M
2
LPL Financial
2
LPL Financial
California
$8.96M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$5.06M
4
AUB
4
Atlantic Union Bankshares
Virginia
$4.48M
5
UBS Group
5
UBS Group
Switzerland
$5.34M

Top Sellers

1
Jane Street
1
Jane Street
New York
$1.16M
2
OFS
2
OneAscent Financial Services
Alabama
$0
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$0
4
RJA
4
Raymond James & Associates
Florida
$2.59M
5
Morgan Stanley
5
Morgan Stanley
New York
$5.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
OSNBOA
51
Old Second National Bank of Aurora
Illinois
$750K – – –
MWM
52
Meridian Wealth Management
Kentucky
$748K +$121K +4,935 +19%
Thrivent Financial for Lutherans
53
Thrivent Financial for Lutherans
Minnesota
$734K +$186K +7,580 +34%
BPA
54
Beacon Pointe Advisors
California
$732K -$20.1K -822 -3%
SPA
55
Sentinel Pension Advisors
Massachusetts
$720K +$62.7K +2,562 +10%
VAMG
56
Voisard Asset Management Group
Michigan
$719K +$13.6K +554 +2%
JPMorgan Chase & Co
57
JPMorgan Chase & Co
New York
$697K +$483K +19,714 +226%
VWWMG
58
Vermillion & White Wealth Management Group
Pennsylvania
$649K +$4.16K +170 +0.6%
Brown Advisory
59
Brown Advisory
Maryland
$610K – – –
CAPTRUST Financial Advisors
60
CAPTRUST Financial Advisors
North Carolina
$523K +$31.6K +1,291 +6%
TF
61
TLWM Financial
Texas
$517K -$40.4K -1,649 -7%
MTWM
62
Masso Torrence Wealth Management
New Jersey
$515K -$7.84K -320 -1%
Stifel Financial
63
Stifel Financial
Missouri
$496K +$97K +3,960 +24%
HBT
64
Hills Bank & Trust
Iowa
$490K +$69.9K +2,855 +17%
OWA
65
ORBA Wealth Advisors
Illinois
$490K – – –
DCM
66
Davis Capital Management
Florida
$489K -$89K -3,635 -15%
CHAM
67
Clear Harbor Asset Management
Connecticut
$460K +$58.8K +2,400 +15%
AQR Capital Management
68
AQR Capital Management
Connecticut
$450K +$450K +18,365 New
WA
69
WESPAC Advisors
California
$424K – – –
CFS
70
CRA Financial Services
New Jersey
$392K – – –
DAS
71
Diversify Advisory Services
Utah
$384K – – –
RSA
72
River Street Advisors
Illinois
$381K +$47.6K +1,943 +14%
SFG
73
Sterling Financial Group
California
$374K – – –
WA
74
Waverly Advisors
Alabama
$359K +$25.3K +1,032 +8%
HWM
75
Horizons Wealth Management
North Carolina
$338K – – –
1 2
3
4 5