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Invesco BulletShares 2025 Municipal Bond ETF
BSMP

Overview Fund Activity

24 hedge funds and large institutions have $14.3M invested in Invesco BulletShares 2025 Municipal Bond ETF in 2020 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 7 increasing their positions, 3 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
24
Holders Change
+10
Holders Change %
+71.43%
% of All Funds
0.43%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
7
Reduced
3
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.95M
2
BFA
2
Beaumont Financial Advisors
Massachusetts
$1.29M
3
Morgan Stanley
3
Morgan Stanley
New York
$2.67M
4
KAS
4
Kestra Advisory Services
Texas
$532K
5
CIC
5
Carnegie Investment Counsel
Ohio
$486K

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$260K
2
Jane Street
2
Jane Street
New York
$1.55M
3
FA
3
FMA Advisory
Pennsylvania
$470K
4
UBS Group
4
UBS Group
Switzerland
$176K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$2.67M +$732K +28,172 +38%
LPL Financial
2
LPL Financial
California
$2.2M +$454K +17,479 +26%
Citadel Advisors
3
Citadel Advisors
Florida
$1.95M +$1.95M +75,110 New
Jane Street
4
Jane Street
New York
$1.55M -$99.5K -3,831 -6%
BFA
5
Beaumont Financial Advisors
Massachusetts
$1.29M +$1.29M +49,521 New
SWP
6
Stratos Wealth Partners
Ohio
$700K +$111K +4,270 +19%
KAS
7
Kestra Advisory Services
Texas
$532K +$532K +20,492 New
Bank of America
8
Bank of America
North Carolina
$507K +$113K +4,333 +29%
CIC
9
Carnegie Investment Counsel
Ohio
$486K +$486K +18,700 New
FA
10
FMA Advisory
Pennsylvania
$470K -$25.4K -978 -5%
ADL
11
Asset Dedication LLC
California
$345K +$139K +5,340 +68%
KFI
12
Key Financial Inc
Pennsylvania
$268K – – –
Thrivent Financial for Lutherans
13
Thrivent Financial for Lutherans
Minnesota
$260K -$258K – –
FNB
14
Farmers National Bank
Kentucky
$226K +$226K +8,704 New
ICG
15
InterOcean Capital Group
Tennessee
$216K +$216K +8,309 New
Osaic Holdings
16
Osaic Holdings
Arizona
$202K +$36.7K +1,413 +22%
UBS Group
17
UBS Group
Switzerland
$176K -$5.21K -200 -3%
HWA
18
HHM Wealth Advisors
Tennessee
$51K – – –
OIM
19
Oder Investment Management
California
$46K +$46K +1,771 New
BC
20
Barnett & Company
Tennessee
$33K – – –
Wells Fargo
21
Wells Fargo
California
$29K +$12K +460 +71%
CCC
22
Crescent Capital Consulting
Louisiana
$26K +$26K +1,000 New
GWM
23
Geneos Wealth Management
Colorado
$23K +$23K +915 New
TWM
24
Tradition Wealth Management
Minnesota
$17K +$17K +648 New
AF
25
Advisornet Financial
Minnesota
$15K – – –