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Invesco BulletShares 2025 Municipal Bond ETF
BSMP

Overview Fund Activity

76 hedge funds and large institutions have $118M invested in Invesco BulletShares 2025 Municipal Bond ETF in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 46 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
76
Holders Change
+2
Holders Change %
+2.7%
% of All Funds
1.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
46
Reduced
9
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$2.55M
2
Morgan Stanley
2
Morgan Stanley
New York
$9.09M
3
Lido Advisors
3
Lido Advisors
California
$908K
4
AUB
4
Atlantic Union Bankshares
Virginia
$1.37M
5
RJA
5
Raymond James & Associates
Florida
$2.75M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
KF
2
Krilogy Financial
Missouri
$0
3
LPL Financial
3
LPL Financial
California
$8.75M
4
CA
4
Claro Advisors
Massachusetts
$351K
5
JCM
5
J2 Capital Management
Michigan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$9.09M +$1.89M +77,468 +26%
LPL Financial
2
LPL Financial
California
$8.75M -$583K -23,948 -6%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$7.78M +$176K +7,225 +2%
Wells Fargo
4
Wells Fargo
California
$7.75M +$501K +20,572 +7%
CIM
5
Confluence Investment Management
Missouri
$5.63M -$128K -5,267 -2%
Bank of America
6
Bank of America
North Carolina
$4.94M +$248K +10,171 +5%
RCA
7
Resonant Capital Advisors
Wisconsin
$4.3M -$8.72K -358 -0.2%
GWP
8
Gateway Wealth Partners
Wisconsin
$4.27M +$377K +15,503 +10%
Invesco
9
Invesco
Georgia
$3.93M +$39K +1,603 +1%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$3.14M +$9.57K +393 +0.3%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$2.91M +$199K +8,160 +7%
NA
12
NewEdge Advisors
Louisiana
$2.83M -$74.6K -3,062 -3%
RJA
13
Raymond James & Associates
Florida
$2.75M +$671K +27,541 +32%
Osaic Holdings
14
Osaic Holdings
Arizona
$2.57M +$175K +7,195 +7%
Jane Street
15
Jane Street
New York
$2.55M +$2.3M +94,573 +923%
CIC
16
Carnegie Investment Counsel
Ohio
$2.54M – – –
IWC
17
Integrated Wealth Concepts
Massachusetts
$2.48M +$145K +5,965 +6%
UBS Group
18
UBS Group
Switzerland
$2.19M +$67.5K +2,773 +3%
CA
19
CGN Advisors
Kansas
$2.14M +$111K +4,563 +5%
ADL
20
Asset Dedication LLC
California
$2.14M +$198K +8,120 +10%
LB
21
Leo Brokerage
Texas
$1.91M – – –
PAG
22
Private Advisor Group
New Jersey
$1.81M +$517K +21,216 +40%
SC
23
Savant Capital
Illinois
$1.62M +$120K +4,935 +8%
DWM
24
Denver Wealth Management
Colorado
$1.52M -$20.3K -832 -1%
EH
25
Equitable Holdings
New York
$1.37M +$295K +12,100 +27%
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