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Invesco BulletShares 2025 Municipal Bond ETF
BSMP

Overview Fund Activity

24 hedge funds and large institutions have $17M invested in Invesco BulletShares 2025 Municipal Bond ETF in 2021 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 3 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
24
Holders Change
-3
Holders Change %
-11.11%
% of All Funds
0.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
11
Reduced
3
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$581K
2
Creative Planning
2
Creative Planning
Kansas
$490K
3
CPC
3
Cookson Peirce & Co
Pennsylvania
$329K
4
LPL Financial
4
LPL Financial
California
$2.62M
5
SI
5
Stephens Inc
Arkansas
$292K

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$307K
2
FA
2
FMA Advisory
Pennsylvania
$0
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$261K
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$0
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$2.96M +$8.94K +344 +0.3%
Bank of America
2
Bank of America
North Carolina
$2.84M +$229K +8,807 +9%
LPL Financial
3
LPL Financial
California
$2.62M +$298K +11,450 +13%
BFA
4
Beaumont Financial Advisors
Massachusetts
$2.28M -$64.9K -2,499 -3%
CIC
5
Carnegie Investment Counsel
Ohio
$1.08M +$258K +9,932 +31%
SWP
6
Stratos Wealth Partners
Ohio
$644K +$40.1K +1,544 +7%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$581K +$581K +22,338 New
Creative Planning
8
Creative Planning
Kansas
$490K +$490K +18,870 New
Osaic Holdings
9
Osaic Holdings
Arizona
$430K +$205K +7,899 +91%
SHWM
10
Smith & Howard Wealth Management
Georgia
$402K +$200K +7,701 +99%
ADL
11
Asset Dedication LLC
California
$359K +$148K +5,680 +70%
CPC
12
Cookson Peirce & Co
Pennsylvania
$329K +$329K +12,645 New
Citadel Advisors
13
Citadel Advisors
Florida
$307K -$1.72M -66,106 -85%
SI
14
Stephens Inc
Arkansas
$292K +$292K +11,225 New
KFI
15
Key Financial Inc
Pennsylvania
$270K – – –
YIA
16
YHB Investment Advisors
Connecticut
$263K +$41.5K +1,600 +19%
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
$261K -$259K – –
Wells Fargo
18
Wells Fargo
California
$214K +$20.8K +800 +11%
UBS Group
19
UBS Group
Switzerland
$148K -$41.6K -1,600 -22%
CAPTRUST Financial Advisors
20
CAPTRUST Financial Advisors
North Carolina
$57K – – –
HWA
21
HHM Wealth Advisors
Tennessee
$51K – – –
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$39K +$26K +1,000 +200%
GWM
23
Geneos Wealth Management
Colorado
$23K – – –
AF
24
Advisornet Financial
Minnesota
$15K – – –
FA
25
FMA Advisory
Pennsylvania
– -$468K -18,124 Closed
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