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Invesco BulletShares 2025 Municipal Bond ETF
BSMP

Overview Fund Activity

99 hedge funds and large institutions have $158M invested in Invesco BulletShares 2025 Municipal Bond ETF in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 38 increasing their positions, 23 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
99
Holders Change
+20
Holders Change %
+25.32%
% of All Funds
1.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
38
Reduced
23
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$21.9M
2
OFS
2
OneAscent Financial Services
Alabama
$4.43M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$7.14M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.39M
5
Bank of America
5
Bank of America
North Carolina
$6.39M

Top Sellers

1
GWP
1
Gateway Wealth Partners
Wisconsin
$0
2
Jane Street
2
Jane Street
New York
$977K
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$354K
4
LPL Financial
4
LPL Financial
California
$8.86M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$2.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
76
Claro Advisors
Massachusetts
$303K -$99.5K -4,055 -25%
LWMG
77
Levy Wealth Management Group
Pennsylvania
$303K – – –
IA
78
IFP Advisors
Florida
$286K -$44.3K -1,807 -13%
LIM
79
Leavell Investment Management
Alabama
$268K -$22.7K -925 -8%
MWA
80
Midland Wealth Advisors
Illinois
$267K +$267K +10,865 New
SFG
81
StrategIQ Financial Group
Indiana
$256K +$256K +10,450 New
HT
82
Heritage Trust
Oklahoma
$255K +$255K +10,382 New
KBFS
83
Kohmann Bosshard Financial Services
Ohio
$248K – – –
MA
84
MONECO Advisors
Connecticut
$238K +$24K +979 +11%
HNB
85
Huntington National Bank
Ohio
$232K -$151K – –
BFA
86
Bill Few Associates
Pennsylvania
$216K – – –
CHAM
87
Clear Harbor Asset Management
Connecticut
$215K +$8.47K +345 +4%
ASN
88
Advisory Services Network
Georgia
$206K +$206K +8,405 New
AA
89
Addison Advisors
Vermont
$202K -$23.4K -955 -10%
HBT
90
Hills Bank & Trust
Iowa
$148K – – –
TSWM
91
Tyler-Stone Wealth Management
Ohio
$111K +$564 +23 +0.5%
PA
92
Parallel Advisors
California
$73.6K +$73.6K +3,000 New
Comerica Bank
93
Comerica Bank
Texas
$69.7K -$1.1K -45 -2%
CAL
94
Capital Analysts LLC
Pennsylvania
$52K – – –
HI
95
Harbour Investments
Wisconsin
$51K +$294 +12 +0.6%
NSG
96
Nalls Sherbakoff Group
Tennessee
$35.9K – – –
OP
97
ORG Partners
Indiana
$20.9K – – –
AF
98
Advisornet Financial
Minnesota
$14.5K – – –
GEA
99
Glen Eagle Advisors
New Jersey
$8.26K +$8.26K +337 New
PS
100
Principal Securities
Iowa
$6.13K +$6.13K +250 New
1 2 3
4
5