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Invesco BulletShares 2025 Municipal Bond ETF
BSMP

Overview Fund Activity

27 hedge funds and large institutions have $17M invested in Invesco BulletShares 2025 Municipal Bond ETF in 2021 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
27
Holders Change
+3
Holders Change %
+12.5%
% of All Funds
0.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
12
Reduced
3
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$2.6M
2
BFA
Beaumont Financial Advisors
Massachusetts
$2.33M
3
CIC
Carnegie Investment Counsel
Ohio
$819K
4
Morgan Stanley
Morgan Stanley
New York
$2.93M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$224K

Top Sellers

1
Jane Street
Jane Street
New York
$217K
2
KAS
Kestra Advisory Services
Texas
$0
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$259K
4
ADL
Asset Dedication LLC
California
$211K
5
SWP
Stratos Wealth Partners
Ohio
$600K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$2.93M +$278K +10,792 +11%
Bank of America
2
Bank of America
North Carolina
$2.6M +$2.09M +81,052 +416%
BFA
3
Beaumont Financial Advisors
Massachusetts
$2.33M +$1.05M +40,668 +82%
LPL Financial
4
LPL Financial
California
$2.31M +$118K +4,563 +5%
Citadel Advisors
5
Citadel Advisors
Florida
$2.01M +$72.6K +2,815 +4%
CIC
6
Carnegie Investment Counsel
Ohio
$819K +$337K +13,050 +70%
SWP
7
Stratos Wealth Partners
Ohio
$600K -$96.1K -3,722 -14%
FA
8
FMA Advisory
Pennsylvania
$468K +$465 +18 +0.1%
KFI
9
Key Financial Inc
Pennsylvania
$267K – – –
FNB
10
Farmers National Bank
Kentucky
$262K +$37.7K +1,461 +17%
Thrivent Financial for Lutherans
11
Thrivent Financial for Lutherans
Minnesota
$259K -$260K – –
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$224K +$224K +8,695 New
Osaic Holdings
13
Osaic Holdings
Arizona
$223K +$22K +852 +11%
YIA
14
YHB Investment Advisors
Connecticut
$222K +$222K +8,530 New
Jane Street
15
Jane Street
New York
$217K -$1.32M -51,171 -86%
ICG
16
InterOcean Capital Group
Tennessee
$214K – – –
ADL
17
Asset Dedication LLC
California
$211K -$133K -5,117 -39%
SHWM
18
Smith & Howard Wealth Management
Georgia
$200K +$200K +7,764 New
Wells Fargo
19
Wells Fargo
California
$192K +$163K +6,335 +571%
UBS Group
20
UBS Group
Switzerland
$188K +$13.7K +533 +8%
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$57K +$57K +2,190 New
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$55K +$55K +2,145 New
HWA
23
HHM Wealth Advisors
Tennessee
$51K – – –
BC
24
Barnett & Company
Tennessee
$34K – – –
GWM
25
Geneos Wealth Management
Colorado
$23K – – –
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