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Invesco BulletShares 2025 Municipal Bond ETF
BSMP

Overview Fund Activity

74 hedge funds and large institutions have $106M invested in Invesco BulletShares 2025 Municipal Bond ETF in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 39 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
+7
Holders Change %
+10.45%
% of All Funds
1.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
39
Reduced
11
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$7.26M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$2.73M
3
SC
3
Savant Capital
Illinois
$1.51M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$7.66M
5
Invesco
5
Invesco
Georgia
$3.92M

Top Sellers

1
Jane Street
1
Jane Street
New York
$251K
2
SPIA
2
Steward Partners Investment Advisory
New York
$634K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
SWP
4
Stratos Wealth Partners
Ohio
$0
5
IA
5
IFP Advisors
Florida
$402K
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$9.41M +$836K +34,070 +10%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$7.66M +$1.5M +61,027 +24%
Wells Fargo
3
Wells Fargo
California
$7.31M +$574K +23,394 +9%
Morgan Stanley
4
Morgan Stanley
New York
$7.26M +$3.75M +152,815 +107%
CIM
5
Confluence Investment Management
Missouri
$5.8M +$64.6K +2,631 +1%
Bank of America
6
Bank of America
North Carolina
$4.73M +$934K +38,076 +25%
RCA
7
Resonant Capital Advisors
Wisconsin
$4.34M +$156K +6,343 +4%
GWP
8
Gateway Wealth Partners
Wisconsin
$3.92M +$906K +36,914 +30%
Invesco
9
Invesco
Georgia
$3.92M +$1.22M +49,554 +45%
NA
10
NewEdge Advisors
Louisiana
$2.93M +$120K +4,870 +4%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$2.73M +$1.65M +67,255 +153%
CIC
12
Carnegie Investment Counsel
Ohio
$2.56M -$33.1K -1,350 -1%
Osaic Holdings
13
Osaic Holdings
Arizona
$2.41M -$56.1K -2,288 -2%
IWC
14
Integrated Wealth Concepts
Massachusetts
$2.36M +$113K +4,599 +5%
UBS Group
15
UBS Group
Switzerland
$2.14M +$724K +29,486 +51%
RJA
16
Raymond James & Associates
Florida
$2.09M +$515K +20,983 +33%
CA
17
CGN Advisors
Kansas
$2.05M +$291K +11,850 +17%
ADL
18
Asset Dedication LLC
California
$1.95M +$70.8K +2,887 +4%
LB
19
Leo Brokerage
Texas
$1.92M +$1.92M +78,313 New
DWM
20
Denver Wealth Management
Colorado
$1.55M -$11.7K -478 -0.8%
SC
21
Savant Capital
Illinois
$1.51M +$1.51M +61,658 New
PAG
22
Private Advisor Group
New Jersey
$1.3M +$45.6K +1,859 +4%
PTC
23
Private Trust Company
Ohio
$1.23M – – –
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$1.19M +$138K +5,637 +13%
HighTower Advisors
25
HighTower Advisors
Illinois
$1.18M +$541 +22 +0%
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