BSMP icon

Invesco BulletShares 2025 Municipal Bond ETF
BSMP

Overview Fund Activity

27 hedge funds and large institutions have $20.6M invested in Invesco BulletShares 2025 Municipal Bond ETF in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
27
Holders Change
+3
Holders Change %
+12.5%
% of All Funds
0.47%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
11
Reduced
4
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$1.74M
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.3M
3
Bank of America
3
Bank of America
North Carolina
$3.21M
4
KAS
4
Kestra Advisory Services
Texas
$340K
5
3LCM
5
3D/L Capital Management
Connecticut
$209K

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$260K
3
Creative Planning
3
Creative Planning
Kansas
$290K
4
BFA
4
Beaumont Financial Advisors
Massachusetts
$2.21M
5
CPC
5
Cookson Peirce & Co
Pennsylvania
$289K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$3.21M +$366K +14,086 +13%
Morgan Stanley
2
Morgan Stanley
New York
$2.99M +$39.3K +1,514 +1%
LPL Financial
3
LPL Financial
California
$2.78M +$158K +6,100 +6%
BFA
4
Beaumont Financial Advisors
Massachusetts
$2.21M -$71.9K -2,770 -3%
Jane Street
5
Jane Street
New York
$1.74M +$1.74M +66,932 New
Citadel Advisors
6
Citadel Advisors
Florida
$1.3M +$991K +38,166 +323%
CIC
7
Carnegie Investment Counsel
Ohio
$1.11M +$29.9K +1,150 +3%
SWP
8
Stratos Wealth Partners
Ohio
$701K +$57.3K +2,205 +9%
SHWM
9
Smith & Howard Wealth Management
Georgia
$601K +$200K +7,692 +50%
Osaic Holdings
10
Osaic Holdings
Arizona
$496K +$66.8K +2,573 +16%
ADL
11
Asset Dedication LLC
California
$413K +$54.3K +2,089 +15%
KAS
12
Kestra Advisory Services
Texas
$340K +$340K +13,109 New
SI
13
Stephens Inc
Arkansas
$291K – – –
Creative Planning
14
Creative Planning
Kansas
$290K -$200K -7,700 -41%
CPC
15
Cookson Peirce & Co
Pennsylvania
$289K -$39.5K -1,520 -12%
KFI
16
Key Financial Inc
Pennsylvania
$268K – – –
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
$260K -$261K – –
YIA
18
YHB Investment Advisors
Connecticut
$254K -$9.09K -350 -3%
FNB
19
Farmers National Bank
Kentucky
$226K +$226K +8,704 New
Wells Fargo
20
Wells Fargo
California
$218K +$3.77K +145 +2%
3LCM
21
3D/L Capital Management
Connecticut
$209K +$209K +8,051 New
UBS Group
22
UBS Group
Switzerland
$148K – – –
CAPTRUST Financial Advisors
23
CAPTRUST Financial Advisors
North Carolina
$92K +$35K +1,345 +61%
HWA
24
HHM Wealth Advisors
Tennessee
$51K – – –
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$39K – – –
1
2