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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 %
KOCAA
101
Knights of Columbus Asset Advisors
Connecticut
$168K +$168K +6,840 New
S
102
SignatureFD
Georgia
$165K – – –
CFD
103
Creative Financial Designs
Indiana
$99K +$99K +4,041 New
HI
104
Harbour Investments
Wisconsin
$72.2K -$11.8K -481 -14%
Jones Financial Companies
105
Jones Financial Companies
Missouri
$53.8K +$53.8K +2,194 New
CAL
106
Capital Analysts LLC
Pennsylvania
$52K – – –
FFA
107
Farther Finance Advisors
California
$25.3K -$592K -24,160 -96%
AF
108
Advisornet Financial
Minnesota
$22.8K +$8.33K +340 +58%
OP
109
ORG Partners
Indiana
$20.8K – – –
Comerica Bank
110
Comerica Bank
Texas
$16.3K -$52.6K -2,147 -76%
GWM
111
Geneos Wealth Management
Colorado
$9.18K +$9.18K +375 New
GEA
112
Glen Eagle Advisors
New Jersey
$8.24K – – –
PS
113
Principal Securities
Iowa
$6.12K – – –
Fidelity Investments
114
Fidelity Investments
Massachusetts
$122 +$122 +5 New
OFS
115
OneAscent Financial Services
Alabama
– -$4.68M -192,678 Closed
Bank of Montreal
116
Bank of Montreal
Ontario, Canada
– -$1.44M -59,571 Closed
SAM
117
Secure Asset Management
Michigan
– -$641K -26,395 Closed
CAM
118
Clark Asset Management
New Hampshire
– -$514K -21,177 Closed
MOS
119
MGO One Seven
Ohio
– -$399K -16,412 Closed
Mariner
120
Mariner
Kansas
– -$268K -11,023 Closed
Cetera Investment Advisers
121
Cetera Investment Advisers
Illinois
– -$245K -10,083 Closed
OMC
122
Old Mission Capital
Illinois
– -$216K -8,906 Closed
ATPW
123
Ashton Thomas Private Wealth
Arizona
– -$61.7K -2,542 Closed
CB
124
Chris Bulman
California
– -$19.6K -808 Closed
TSWM
125
Tyler-Stone Wealth Management
Ohio
– -$16.4K -675 Closed
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