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Invesco BulletShares 2025 Municipal Bond ETF
BSMP

Overview Fund Activity

67 hedge funds and large institutions have $82.4M invested in Invesco BulletShares 2025 Municipal Bond ETF in 2022 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 28 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
+16
Holders Change %
+31.37%
% of All Funds
1.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
28
Reduced
7
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$6.11M
2
CIM
2
Confluence Investment Management
Missouri
$5.69M
3
LPL Financial
3
LPL Financial
California
$8.49M
4
Invesco
4
Invesco
Georgia
$2.68M
5
Wells Fargo
5
Wells Fargo
California
$6.67M

Top Sellers

1
RCA
1
Resonant Capital Advisors
Wisconsin
$4.15M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$0
3
NAM
3
NorthCrest Asset Manangement
Minnesota
$0
4
TF
4
TLWM Financial
Texas
$247K
5
SWP
5
Stratos Wealth Partners
Ohio
$378K
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$8.49M +$3.99M +164,182 +89%
Wells Fargo
2
Wells Fargo
California
$6.67M +$1.79M +73,412 +37%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$6.11M +$5.69M +234,038 +1,363%
CIM
4
Confluence Investment Management
Missouri
$5.69M +$5.69M +233,754 New
RCA
5
Resonant Capital Advisors
Wisconsin
$4.15M -$439K -18,062 -10%
Bank of America
6
Bank of America
North Carolina
$3.76M +$170K +6,983 +5%
Morgan Stanley
7
Morgan Stanley
New York
$3.48M +$1.1M +45,333 +46%
GWP
8
Gateway Wealth Partners
Wisconsin
$2.99M +$2.99M +122,977 New
Invesco
9
Invesco
Georgia
$2.68M +$2.14M +88,044 +395%
CIC
10
Carnegie Investment Counsel
Ohio
$2.57M +$1.52M +62,540 +145%
Osaic Holdings
11
Osaic Holdings
Arizona
$2.44M +$693K +28,482 +40%
IWC
12
Integrated Wealth Concepts
Massachusetts
$2.22M +$1.06M +43,733 +92%
ADL
13
Asset Dedication LLC
California
$1.87M +$332K +13,666 +22%
Jane Street
14
Jane Street
New York
$1.74M +$1.74M +71,555 New
CA
15
CGN Advisors
Kansas
$1.74M +$753K +30,970 +76%
RJA
16
Raymond James & Associates
Florida
$1.57M +$270K +11,120 +21%
DWM
17
Denver Wealth Management
Colorado
$1.55M +$894K +36,751 +136%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$1.51M +$808K +33,207 +114%
UBS Group
19
UBS Group
Switzerland
$1.4M +$951K +39,099 +210%
SPIA
20
Steward Partners Investment Advisory
New York
$1.31M +$1.31M +53,902 New
PTC
21
Private Trust Company
Ohio
$1.22M +$1.13M +46,650 +1,372%
HighTower Advisors
22
HighTower Advisors
Illinois
$1.17M +$742K +30,595 +176%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$1.07M -$36K -1,482 -3%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$1.04M – – –
FNB
25
Farmers National Bank
Kentucky
$1.02M +$642K +26,407 +169%
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