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Invesco BulletShares 2025 Municipal Bond ETF
BSMP

Overview Fund Activity

101 hedge funds and large institutions have $163M invested in Invesco BulletShares 2025 Municipal Bond ETF in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 45 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
101
Holders Change
+2
Holders Change %
+2.02%
% of All Funds
1.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
45
Reduced
25
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$9.56M
2
Wells Fargo
2
Wells Fargo
California
$12.9M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$1.98M
4
ACA
4
Aptus Capital Advisors
Alabama
$1.54M
5
ACM
5
AlphaStar Capital Management
North Carolina
$795K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$11.5M
2
UBS Group
2
UBS Group
Switzerland
$4.7M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$227K
4
LPL Financial
4
LPL Financial
California
$7.64M
5
KFI
5
Key Financial Inc
Pennsylvania
$878K
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
76
IFP Advisors
Florida
$285K +$487 +20 +0.2%
SWM
77
Silverlake Wealth Management
Vermont
$268K +$268K +11,024 New
LIM
78
Leavell Investment Management
Alabama
$266K – – –
FFG
79
Foundry Financial Group
New Hampshire
$265K -$155K -6,378 -37%
MWA
80
Midland Wealth Advisors
Illinois
$264K – – –
HT
81
Heritage Trust
Oklahoma
$253K – – –
Cambridge Investment Research Advisors
82
Cambridge Investment Research Advisors
Iowa
$251K -$99.3K -4,085 -28%
IWM
83
IHT Wealth Management
Illinois
$248K +$248K +10,194 New
KBFS
84
Kohmann Bosshard Financial Services
Ohio
$246K – – –
Cetera Investment Advisers
85
Cetera Investment Advisers
Illinois
$244K +$244K +10,039 New
JPMorgan Chase & Co
86
JPMorgan Chase & Co
New York
$227K -$1.16M -47,511 -84%
HNB
87
Huntington National Bank
Ohio
$227K -$232K – –
AA
88
Addison Advisors
Vermont
$221K +$20.7K +850 +10%
CA
89
Claro Advisors
Massachusetts
$216K -$85K -3,492 -28%
ASN
90
Advisory Services Network
Georgia
$215K +$10.8K +442 +5%
BFA
91
Bill Few Associates
Pennsylvania
$215K – – –
MA
92
MONECO Advisors
Connecticut
$208K -$28.2K -1,160 -12%
S
93
SignatureFD
Georgia
$164K +$164K +6,740 New
HBT
94
Hills Bank & Trust
Iowa
$147K – – –
HI
95
Harbour Investments
Wisconsin
$70.9K +$20.3K +835 +40%
Comerica Bank
96
Comerica Bank
Texas
$68.4K -$682 -28 -1%
CAL
97
Capital Analysts LLC
Pennsylvania
$52K – – –
FCAS
98
First Command Advisory Services
Texas
$28K +$28K +1,152 New
AF
99
Advisornet Financial
Minnesota
$14.3K – – –
TSWM
100
Tyler-Stone Wealth Management
Ohio
$10.3K -$99.5K -4,089 -91%
1 2 3
4
5