BSMP icon

Invesco BulletShares 2025 Municipal Bond ETF
BSMP

Overview Fund Activity

49 hedge funds and large institutions have $46.7M invested in Invesco BulletShares 2025 Municipal Bond ETF in 2022 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 14 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
+18
Holders Change %
+58.06%
% of All Funds
0.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
14
Reduced
7
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCA
1
Resonant Capital Advisors
Wisconsin
$4.92M
2
Wells Fargo
2
Wells Fargo
California
$4.86M
3
NA
3
NewEdge Advisors
Louisiana
$2.43M
4
Jane Street
4
Jane Street
New York
$3.58M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.17M

Top Sellers

1
SWP
1
Stratos Wealth Partners
Ohio
$753K
2
Morgan Stanley
2
Morgan Stanley
New York
$3.81M
3
Bank of America
3
Bank of America
North Carolina
$2.82M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
BFA
5
Beaumont Financial Advisors
Massachusetts
$1.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCA
1
Resonant Capital Advisors
Wisconsin
$4.92M +$4.92M +200,511 New
Wells Fargo
2
Wells Fargo
California
$4.86M +$4.54M +185,038 +1,420%
LPL Financial
3
LPL Financial
California
$4.09M +$52.8K +2,152 +1%
Morgan Stanley
4
Morgan Stanley
New York
$3.81M -$466K -19,002 -11%
Jane Street
5
Jane Street
New York
$3.58M +$2.11M +85,972 +143%
Bank of America
6
Bank of America
North Carolina
$2.82M -$278K -11,333 -9%
NA
7
NewEdge Advisors
Louisiana
$2.43M +$2.43M +98,969 New
BFA
8
Beaumont Financial Advisors
Massachusetts
$1.8M -$159K -6,487 -8%
ADL
9
Asset Dedication LLC
California
$1.56M +$300K +12,225 +24%
Osaic Holdings
10
Osaic Holdings
Arizona
$1.38M +$476K +19,421 +53%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.17M +$1.07M +43,695 +1,143%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$1.05M +$1.05M +42,865 New
CIC
13
Carnegie Investment Counsel
Ohio
$928K -$123K -5,032 -12%
SHWM
14
Smith & Howard Wealth Management
Georgia
$885K +$317K +12,937 +56%
CA
15
CGN Advisors
Kansas
$834K +$834K +33,982 New
SI
16
Stephens Inc
Arkansas
$761K +$196K +8,000 +35%
SWP
17
Stratos Wealth Partners
Ohio
$753K -$477K -19,442 -39%
RJA
18
Raymond James & Associates
Florida
$740K +$165K +6,731 +29%
PAG
19
Private Advisor Group
New Jersey
$633K +$633K +25,819 New
CA
20
Claro Advisors
Massachusetts
$569K +$569K +23,195 New
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$560K +$560K +22,841 New
HighTower Advisors
22
HighTower Advisors
Illinois
$451K +$392 +16 +0.1%
EH
23
Equitable Holdings
New York
$441K +$441K +17,973 New
IA
24
IFP Advisors
Florida
$423K – – –
CWM
25
Cornerstone Wealth Management
Missouri
$410K +$410K +16,695 New
1
2 3