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Invesco BulletShares 2025 Municipal Bond ETF
BSMP

Overview Fund Activity

31 hedge funds and large institutions have $25.1M invested in Invesco BulletShares 2025 Municipal Bond ETF in 2022 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
31
Holders Change
+4
Holders Change %
+14.81%
% of All Funds
0.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
13
Reduced
7
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$4.09M
2
Morgan Stanley
Morgan Stanley
New York
$4.33M
3
ADL
Asset Dedication LLC
California
$1.27M
4
RJA
Raymond James & Associates
Florida
$581K
5
SWP
Stratos Wealth Partners
Ohio
$1.24M

Top Sellers

1
NAM
NorthCrest Asset Manangement
Minnesota
$0
2
3LCM
3D/L Capital Management
Connecticut
$0
3
Bank of America
Bank of America
North Carolina
$3.13M
4
BFA
Beaumont Financial Advisors
Massachusetts
$1.98M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$95K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$4.33M +$1.26M +50,945 +41%
LPL Financial
2
LPL Financial
California
$4.09M +$1.48M +59,763 +57%
Bank of America
3
Bank of America
North Carolina
$3.13M -$151K -6,092 -5%
BFA
4
Beaumont Financial Advisors
Massachusetts
$1.98M -$51.4K -2,073 -3%
Jane Street
5
Jane Street
New York
$1.49M -$6.57K -265 -0.4%
ADL
6
Asset Dedication LLC
California
$1.27M +$620K +25,032 +96%
SWP
7
Stratos Wealth Partners
Ohio
$1.24M +$532K +21,448 +75%
CIC
8
Carnegie Investment Counsel
Ohio
$1.06M +$68.5K +2,765 +7%
Osaic Holdings
9
Osaic Holdings
Arizona
$910K +$157K +6,331 +21%
RJA
10
Raymond James & Associates
Florida
$581K +$581K +23,434 New
SHWM
11
Smith & Howard Wealth Management
Georgia
$574K – – –
SI
12
Stephens Inc
Arkansas
$571K +$52.1K +2,100 +10%
HighTower Advisors
13
HighTower Advisors
Illinois
$455K +$297 +12 +0.1%
IA
14
IFP Advisors
Florida
$423K +$423K +16,924 New
CPC
15
Cookson Peirce & Co
Pennsylvania
$349K -$24.6K -992 -7%
Wells Fargo
16
Wells Fargo
California
$323K +$127K +5,125 +65%
UBS Group
17
UBS Group
Switzerland
$306K +$114K +4,611 +60%
FNB
18
Farmers National Bank
Kentucky
$290K +$7.32K +295 +3%
Creative Planning
19
Creative Planning
Kansas
$273K -$4.35K -175 -2%
CAPTRUST Financial Advisors
20
CAPTRUST Financial Advisors
North Carolina
$260K +$172K +6,946 +196%
KFI
21
Key Financial Inc
Pennsylvania
$256K – – –
Thrivent Financial for Lutherans
22
Thrivent Financial for Lutherans
Minnesota
$249K +$249K +10,028 New
YIA
23
YHB Investment Advisors
Connecticut
$228K -$14.9K -600 -6%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$212K +$212K +8,547 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$95K -$25.4K -1,024 -21%
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