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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 %
KV
101
Kickstand Ventures
New York
$250K – – –
HNB
102
Huntington National Bank
Ohio
$249K -$248K – –
KBFS
103
Kohmann Bosshard Financial Services
Ohio
$247K – – –
LFAS
104
Level Four Advisory Services
Texas
$244K – – –
S
105
SignatureFD
Georgia
$220K +$54.8K +2,236 +33%
Creative Planning
106
Creative Planning
Kansas
$218K +$218K +8,903 New
BFA
107
Bill Few Associates
Pennsylvania
$216K – – –
CSP
108
Cary Street Partners
Virginia
$213K +$213K +8,705 New
MOS
109
MGO One Seven
Ohio
$205K +$205K +8,377 New
FFG
110
Foundry Financial Group
New Hampshire
$201K – – –
CBT
111
Crews Bank & Trust
Florida
$198K +$198K +8,060 New
KOCAA
112
Knights of Columbus Asset Advisors
Connecticut
$168K – – –
Jones Financial Companies
113
Jones Financial Companies
Missouri
$116K +$62.4K +2,546 +116%
PS
114
Principal Securities
Iowa
$93.1K +$87K +3,550 +1,420%
CFD
115
Creative Financial Designs
Indiana
$75.8K -$23.2K -947 -23%
HI
116
Harbour Investments
Wisconsin
$72.8K +$441 +18 +0.6%
CAL
117
Capital Analysts LLC
Pennsylvania
$52K – – –
AWM
118
Avior Wealth Management
Nebraska
$43.9K -$1.63M -66,374 -97%
MCM
119
MAI Capital Management
Ohio
$38.7K +$38.7K +1,581 New
FFA
120
Farther Finance Advisors
California
$24.5K -$833 -34 -3%
AF
121
Advisornet Financial
Minnesota
$22.8K – – –
OP
122
ORG Partners
Indiana
$20.8K – – –
Comerica Bank
123
Comerica Bank
Texas
$16.3K – – –
T
124
Transce3nd
Texas
$9.66K +$9.66K +394 New
GWM
125
Geneos Wealth Management
Colorado
$9.19K – – –
2 3 4
5
6