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Invesco BulletShares 2025 Municipal Bond ETF
BSMP

Overview Fund Activity

113 hedge funds and large institutions have $161M invested in Invesco BulletShares 2025 Municipal Bond ETF in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 54 increasing their positions, 21 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
113
Holders Change
–
Holders Change %
0%
% of All Funds
1.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
54
Reduced
21
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$15.4M
2
LPL Financial
2
LPL Financial
California
$8.96M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$5.06M
4
AUB
4
Atlantic Union Bankshares
Virginia
$4.48M
5
UBS Group
5
UBS Group
Switzerland
$5.34M

Top Sellers

1
Jane Street
1
Jane Street
New York
$1.16M
2
OFS
2
OneAscent Financial Services
Alabama
$0
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$0
4
RJA
4
Raymond James & Associates
Florida
$2.59M
5
Morgan Stanley
5
Morgan Stanley
New York
$5.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
76
IFP Advisors
Florida
$323K +$490 +20 +0.2%
TFA
77
TPG Financial Advisors
Oregon
$321K +$4.16K +170 +1%
ASN
78
Advisory Services Network
Georgia
$282K – – –
HIP
79
HUB Investment Partners
Texas
$275K +$275K +11,223 New
SWM
80
Silverlake Wealth Management
Vermont
$270K – – –
Ameriprise
81
Ameriprise
Minnesota
$268K +$268K +10,951 New
LIM
82
Leavell Investment Management
Alabama
$267K – – –
MWA
83
Midland Wealth Advisors
Illinois
$266K – – –
Cambridge Investment Research Advisors
84
Cambridge Investment Research Advisors
Iowa
$264K -$97.1K -3,957 -27%
AFG
85
Argent Financial Group
Louisiana
$264K +$264K +10,779 New
HWM
86
Howard Wealth Management
Connecticut
$252K +$252K +10,305 New
JCM
87
Jacobi Capital Management
Pennsylvania
$250K +$32.6K +1,332 +15%
IWM
88
IHT Wealth Management
Illinois
$250K – – –
KV
89
Kickstand Ventures
New York
$249K +$249K +10,184 New
AA
90
Addison Advisors
Vermont
$249K +$46.4K +1,895 +23%
HNB
91
Huntington National Bank
Ohio
$248K -$246K – –
FCAS
92
First Command Advisory Services
Texas
$247K +$10.8K +441 +5%
KBFS
93
Kohmann Bosshard Financial Services
Ohio
$247K – – –
LFAS
94
Level Four Advisory Services
Texas
$244K +$244K +9,953 New
KOC
95
Koss-Olinger Consulting
Florida
$233K +$4.01K +164 +2%
CA
96
Claro Advisors
Massachusetts
$217K +$220 +9 +0.1%
BFA
97
Bill Few Associates
Pennsylvania
$216K – – –
HSWS
98
Higgins & Schmidt Wealth Strategies
Colorado
$212K +$212K +8,675 New
CL
99
Choreo LLC
Illinois
$210K +$210K +8,590 New
FFG
100
Foundry Financial Group
New Hampshire
$201K +$201K +8,200 New
1 2 3
4
5