BSMP icon

Invesco BulletShares 2025 Municipal Bond ETF
BSMP

Overview Fund Activity

113 hedge funds and large institutions have $162M invested in Invesco BulletShares 2025 Municipal Bond ETF in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 47 increasing their positions, 35 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
113
Holders Change
+12
Holders Change %
+11.88%
% of All Funds
1.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
47
Reduced
35
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$13.8M
2
KAS
2
Kestra Advisory Services
Texas
$902K
3
OIA
3
OneDigital Investment Advisors
Kansas
$867K
4
MML Investors Services
4
MML Investors Services
Massachusetts
$1.7M
5
MWM
5
Meridian Wealth Management
Kentucky
$622K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$5.95M
2
Jane Street
2
Jane Street
New York
$7.11M
3
Mariner
3
Mariner
Kansas
$268K
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$1.44M
5
HWM
5
Horizons Wealth Management
North Carolina
$339K
Name Holding Trade Value Shares
Change 		Shares
Change %
BFEC
76
Benjamin F. Edwards & Company
Missouri
$386K +$4.64K +191 +1%
DAS
77
Diversify Advisory Services
Utah
$382K +$382K +15,686 New
SFG
78
Sterling Financial Group
California
$371K -$50.5K -2,080 -12%
Cambridge Investment Research Advisors
79
Cambridge Investment Research Advisors
Iowa
$358K +$107K +4,399 +43%
HWM
80
Horizons Wealth Management
North Carolina
$339K -$506K -20,612 -60%
WA
81
Waverly Advisors
Alabama
$331K +$29K +1,195 +10%
RSA
82
River Street Advisors
Illinois
$330K -$121K -5,000 -27%
IA
83
IFP Advisors
Florida
$319K +$35.4K +1,457 +12%
TFA
84
TPG Financial Advisors
Oregon
$314K +$314K +12,945 New
LWMG
85
Levy Wealth Management Group
Pennsylvania
$300K – – –
ASN
86
Advisory Services Network
Georgia
$282K +$66.9K +2,756 +31%
SWM
87
Silverlake Wealth Management
Vermont
$268K – – –
Mariner
88
Mariner
Kansas
$268K -$966K -39,789 -78%
LIM
89
Leavell Investment Management
Alabama
$265K – – –
MWA
90
Midland Wealth Advisors
Illinois
$264K – – –
IWM
91
IHT Wealth Management
Illinois
$248K – – –
HNB
92
Huntington National Bank
Ohio
$246K -$227K – –
KBFS
93
Kohmann Bosshard Financial Services
Ohio
$245K – – –
Cetera Investment Advisers
94
Cetera Investment Advisers
Illinois
$245K +$1.07K +44 +0.4%
HT
95
Heritage Trust
Oklahoma
$238K -$14.6K -603 -6%
FCAS
96
First Command Advisory Services
Texas
$235K +$207K +8,508 +739%
KOC
97
Koss-Olinger Consulting
Florida
$227K +$227K +9,365 New
OMC
98
Old Mission Capital
Illinois
$216K +$216K +8,906 New
JCM
99
Jacobi Capital Management
Pennsylvania
$216K +$216K +8,883 New
CA
100
Claro Advisors
Massachusetts
$215K +$194 +8 +0.1%
1 2 3
4
5