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Invesco BulletShares 2025 Municipal Bond ETF
BSMP

Overview Fund Activity

124 hedge funds and large institutions have $178M invested in Invesco BulletShares 2025 Municipal Bond ETF in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 39 increasing their positions, 50 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
-5
Holders Change %
-3.88%
% of All Funds
1.66%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
8
Increased
39
Reduced
50
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RWP
Reliant Wealth Planning
Kentucky
+$2.05M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$1.72M
3
LPL Financial
LPL Financial
California
+$769K
4
AWM
Accurate Wealth Management
Florida
+$688K
5
Jane Street
Jane Street
New York
+$683K

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.16M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$2.16M
3
Wells Fargo
Wells Fargo
California
-$1.67M
4
Osaic Holdings
Osaic Holdings
Arizona
-$1.12M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
BPA
51
Beacon Pointe Advisors
California
$798K -$4.88K -199 -0.6%
PAG
52
Private Advisor Group
New Jersey
$786K +$1.84K +75 +0.2%
MWM
53
Meridian Wealth Management
Kentucky
$775K – – –
APA
54
Astoria Portfolio Advisors
New York
$773K -$232K -9,494 -23%
OSNBOA
55
Old Second National Bank of Aurora
Illinois
$742K -$84.8K -3,454 -10%
KOC
56
Koss-Olinger Consulting
Florida
$733K +$478K +19,473 +187%
AFA
57
AA Financial Advisors
Ohio
$727K +$270 +11 +0%
AWM
58
Accurate Wealth Management
Florida
$688K +$688K +28,084 New
CIC
59
Carnegie Investment Counsel
Ohio
$669K -$723K -29,450 -52%
FDW
60
Fourth Dimension Wealth
Ohio
$646K +$69.7K +2,840 +12%
Stifel Financial
61
Stifel Financial
Missouri
$618K +$196K +7,968 +46%
VWWMG
62
Vermillion & White Wealth Management Group
Pennsylvania
$599K -$229K -9,336 -28%
SG
63
StoneX Group
New York
$552K -$143K -5,807 -21%
LWL
64
Leo Wealth LLC
Texas
$542K +$542K +22,066 New
TF
65
TLWM Financial
Texas
$532K – – –
OIA
66
OneDigital Investment Advisors
Kansas
$511K +$20K +815 +4%
MWM
67
Marietta Wealth Management
Georgia
$500K +$500K +20,380 New
OWA
68
ORBA Wealth Advisors
Illinois
$491K – – –
VAMG
69
Voisard Asset Management Group
Michigan
$483K -$317K -12,930 -40%
CHAM
70
Clear Harbor Asset Management
Connecticut
$477K +$957 +39 +0.2%
Wealth Enhancement Advisory Services
71
Wealth Enhancement Advisory Services
Minnesota
$456K – – –
HI
72
Harbour Investments
Wisconsin
$432K +$2.87K +117 +0.7%
NPAN
73
Northeast Planning Associates NH
New Hampshire
$431K -$30.4K -1,237 -7%
WA
74
WESPAC Advisors
California
$425K – – –
SFG
75
Sterling Financial Group
California
$423K -$17K -694 -4%
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3
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