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Invesco BulletShares 2025 Municipal Bond ETF
BSMP

Overview Fund Activity

51 hedge funds and large institutions have $43M invested in Invesco BulletShares 2025 Municipal Bond ETF in 2022 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 9 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
51
Holders Change
+2
Holders Change %
+4.08%
% of All Funds
0.88%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
18
Reduced
9
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IWC
1
Integrated Wealth Concepts
Massachusetts
$1.14M
2
Bank of America
2
Bank of America
North Carolina
$3.51M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$690K
4
DWM
4
Denver Wealth Management
Colorado
$641K
5
RJA
5
Raymond James & Associates
Florida
$1.27M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
BFA
2
Beaumont Financial Advisors
Massachusetts
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$2.33M
4
SHWM
4
Smith & Howard Wealth Management
Georgia
$0
5
SI
5
Stephens Inc
Arkansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$4.78M +$66.9K +2,811 +1%
RCA
2
Resonant Capital Advisors
Wisconsin
$4.49M -$281K -11,823 -6%
LPL Financial
3
LPL Financial
California
$4.4M +$431K +18,107 +11%
Bank of America
4
Bank of America
North Carolina
$3.51M +$778K +32,711 +28%
NA
5
NewEdge Advisors
Louisiana
$2.41M +$56.4K +2,372 +2%
Morgan Stanley
6
Morgan Stanley
New York
$2.33M -$1.37M -57,658 -37%
Osaic Holdings
7
Osaic Holdings
Arizona
$1.71M +$376K +15,828 +28%
ADL
8
Asset Dedication LLC
California
$1.5M -$10.8K -454 -0.7%
RJA
9
Raymond James & Associates
Florida
$1.27M +$549K +23,096 +77%
IWC
10
Integrated Wealth Concepts
Massachusetts
$1.14M +$1.14M +47,726 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.08M -$48.2K -2,024 -4%
CIC
12
Carnegie Investment Counsel
Ohio
$1.03M +$128K +5,400 +14%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$1.02M – – –
CA
14
CGN Advisors
Kansas
$965K +$156K +6,573 +19%
PAG
15
Private Advisor Group
New Jersey
$782K +$168K +7,066 +27%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$690K +$690K +29,010 New
DWM
17
Denver Wealth Management
Colorado
$641K +$641K +26,932 New
CA
18
Claro Advisors
Massachusetts
$569K – – –
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$544K – – –
Invesco
20
Invesco
Georgia
$530K +$530K +22,264 New
SWP
21
Stratos Wealth Partners
Ohio
$477K -$253K -10,627 -35%
UBS Group
22
UBS Group
Switzerland
$442K +$72.1K +3,029 +19%
IA
23
IFP Advisors
Florida
$426K +$3.5K +140 +0.8%
EH
24
Equitable Holdings
New York
$425K -$3.07K -129 -0.7%
CWM
25
Cornerstone Wealth Management
Missouri
$424K +$26.5K +1,113 +7%
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