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Invesco BulletShares 2025 Municipal Bond ETF
BSMP

Overview Fund Activity

124 hedge funds and large institutions have $178M invested in Invesco BulletShares 2025 Municipal Bond ETF in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 39 increasing their positions, 50 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
-5
Holders Change %
-3.88%
% of All Funds
1.66%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
8
Increased
39
Reduced
50
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RWP
Reliant Wealth Planning
Kentucky
$2.05M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$1.72M
3
LPL Financial
LPL Financial
California
$10.6M
4
AWM
Accurate Wealth Management
Florida
$688K
5
Jane Street
Jane Street
New York
$2.49M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$4.65M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$1.64M
3
Wells Fargo
Wells Fargo
California
$15.4M
4
Osaic Holdings
Osaic Holdings
Arizona
$5.03M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$5.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
101
CAPTRUST Financial Advisors
North Carolina
$245K – – –
LFAS
102
Level Four Advisory Services
Texas
$243K -$1.6K -65 -0.7%
HNB
103
Huntington National Bank
Ohio
$239K -$258K – –
AA
104
Addison Advisors
Vermont
$239K -$42.3K -1,725 -15%
DAS
105
Diversify Advisory Services
Utah
$237K – – –
LIM
106
Leavell Investment Management
Alabama
$231K – – –
OMC
107
Old Mission Capital
Illinois
$221K +$221K +9,000 New
BFA
108
Bill Few Associates
Pennsylvania
$216K – – –
BCM
109
Brookstone Capital Management
Illinois
$206K +$2.14K +87 +1%
FFG
110
Foundry Financial Group
New Hampshire
$201K – – –
CBT
111
Crews Bank & Trust
Florida
$181K – – –
KOCAA
112
Knights of Columbus Asset Advisors
Connecticut
$168K – – –
LFG
113
Larson Financial Group
Missouri
$126K – – –
WSFS
114
Wilmington Savings Fund Society
Delaware
$99.7K +$99.7K +4,063 New
AIM
115
Anchor Investment Management
South Carolina
$73.6K – – –
PS
116
Principal Securities
Iowa
$68.7K -$24.5K -999 -26%
MCM
117
MAI Capital Management
Ohio
$62.4K +$123 +5 +0.2%
FFA
118
Farther Finance Advisors
California
$58.1K +$33.6K +1,369 +137%
CAL
119
Capital Analysts LLC
Pennsylvania
$52K – – –
AF
120
Advisornet Financial
Minnesota
$22.8K – – –
OP
121
ORG Partners
Indiana
$20.8K – – –
T
122
Transce3nd
Texas
$9.67K – – –
GWM
123
Geneos Wealth Management
Colorado
$9.2K -$9.2K -375 -50%
Fidelity Investments
124
Fidelity Investments
Massachusetts
$25 -$5.3K -212 -100%
GEA
125
Glen Eagle Advisors
New Jersey
$14 -$4.7K -336 -100%
2 3 4
5
6