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Invesco BulletShares 2025 Municipal Bond ETF
BSMP

Overview Fund Activity

125 hedge funds and large institutions have $185M invested in Invesco BulletShares 2025 Municipal Bond ETF in 2024 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 54 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
Holders Change
+12
Holders Change %
+10.62%
% of All Funds
1.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
54
Reduced
22
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OFS
OneAscent Financial Services
Alabama
$4.68M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$7.6M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$3.8M
4
AUB
Atlantic Union Bankshares
Virginia
$5.99M
5
FFN
Focus Financial Network
Minnesota
$2.61M

Top Sellers

1
AWM
Avior Wealth Management
Nebraska
$43.9K
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$6.89M
3
KAS
Kestra Advisory Services
Texas
$0
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$0
5
OIA
OneDigital Investment Advisors
Kansas
$793K
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
76
Tassel Capital Management
North Carolina
$400K +$400K +16,324 New
Stifel Financial
77
Stifel Financial
Missouri
$392K -$104K -4,237 -21%
CFS
78
CRA Financial Services
New Jersey
$392K – – –
YP
79
YANKCOM Partnership
South Dakota
$389K +$389K +15,852 New
DAS
80
Diversify Advisory Services
Utah
$384K – – –
RSA
81
River Street Advisors
Illinois
$381K – – –
SFG
82
Sterling Financial Group
California
$380K +$4.9K +200 +1%
CAPTRUST Financial Advisors
83
CAPTRUST Financial Advisors
North Carolina
$375K -$148K -6,057 -28%
Ameriprise
84
Ameriprise
Minnesota
$360K +$91.5K +3,735 +34%
Cetera Investment Advisers
85
Cetera Investment Advisers
Illinois
$335K +$335K +13,665 New
CF
86
Collier Financial
Colorado
$326K +$326K +13,305 New
HWM
87
Horizons Wealth Management
North Carolina
$323K -$15K -614 -4%
IA
88
IFP Advisors
Florida
$323K +$319 +13 +0.1%
CA
89
Claro Advisors
Massachusetts
$318K +$100K +4,089 +46%
HWM
90
Howard Wealth Management
Connecticut
$299K +$46.1K +1,880 +18%
FIM
91
Freedom Investment Management
Connecticut
$282K +$282K +11,488 New
AA
92
Addison Advisors
Vermont
$271K +$22.2K +905 +9%
SWM
93
Silverlake Wealth Management
Vermont
$270K – – –
HT
94
Heritage Trust
Oklahoma
$268K +$268K +10,949 New
LIM
95
Leavell Investment Management
Alabama
$268K – – –
MWA
96
Midland Wealth Advisors
Illinois
$266K – – –
SPC
97
Sigma Planning Corp
Michigan
$265K +$265K +10,824 New
JCM
98
Jacobi Capital Management
Pennsylvania
$259K +$8.58K +350 +3%
CL
99
Choreo LLC
Illinois
$252K +$41K +1,674 +19%
IWM
100
IHT Wealth Management
Illinois
$250K – – –
2 3
4
5 6