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Invesco BulletShares 2025 Municipal Bond ETF
BSMP

Overview Fund Activity

125 hedge funds and large institutions have $185M invested in Invesco BulletShares 2025 Municipal Bond ETF in 2024 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 54 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
Holders Change
+12
Holders Change %
+10.62%
% of All Funds
1.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
54
Reduced
22
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OFS
OneAscent Financial Services
Alabama
$4.68M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$7.6M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$3.8M
4
AUB
Atlantic Union Bankshares
Virginia
$5.99M
5
FFN
Focus Financial Network
Minnesota
$2.61M

Top Sellers

1
AWM
Avior Wealth Management
Nebraska
$43.9K
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$6.89M
3
KAS
Kestra Advisory Services
Texas
$0
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$0
5
OIA
OneDigital Investment Advisors
Kansas
$793K
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
51
Meridian Wealth Management
Kentucky
$821K +$71.9K +2,932 +10%
Brown Advisory
52
Brown Advisory
Maryland
$809K +$198K +8,084 +32%
BPA
53
Beacon Pointe Advisors
California
$802K +$69.6K +2,838 +9%
VAMG
54
Voisard Asset Management Group
Michigan
$799K +$80K +3,262 +11%
OIA
55
OneDigital Investment Advisors
Kansas
$793K -$383K -15,608 -33%
OSNBOA
56
Old Second National Bank of Aurora
Illinois
$751K – – –
AFA
57
AA Financial Advisors
Ohio
$714K -$269K -10,993 -27%
IAA
58
Independent Advisor Alliance
North Carolina
$686K +$686K +27,968 New
VWWMG
59
Vermillion & White Wealth Management Group
Pennsylvania
$654K +$4.12K +168 +0.6%
AQR Capital Management
60
AQR Capital Management
Connecticut
$652K +$202K +8,228 +45%
SG
61
StoneX Group
New York
$643K +$643K +26,245 New
MTWM
62
Masso Torrence Wealth Management
New Jersey
$614K +$98K +4,000 +19%
SI
63
Stephens Inc
Arkansas
$591K +$591K +24,105 New
FDW
64
Fourth Dimension Wealth
Ohio
$573K +$573K +23,381 New
FCAS
65
First Command Advisory Services
Texas
$563K +$315K +12,870 +127%
TF
66
TLWM Financial
Texas
$529K +$11.3K +459 +2%
EWA
67
EP Wealth Advisors
California
$522K +$522K +21,297 New
OWA
68
ORBA Wealth Advisors
Illinois
$490K – – –
CHAM
69
Clear Harbor Asset Management
Connecticut
$466K +$5.15K +210 +1%
NPAN
70
Northeast Planning Associates NH
New Hampshire
$461K +$461K +18,817 New
Wealth Enhancement Advisory Services
71
Wealth Enhancement Advisory Services
Minnesota
$456K +$456K +18,605 New
DCM
72
Davis Capital Management
Florida
$454K -$35.3K -1,442 -7%
WA
73
WESPAC Advisors
California
$425K – – –
ASN
74
Advisory Services Network
Georgia
$423K +$138K +5,649 +49%
WA
75
Waverly Advisors
Alabama
$408K +$48.3K +1,971 +13%
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