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Invesco BulletShares 2025 Municipal Bond ETF
BSMP

Overview Fund Activity

79 hedge funds and large institutions have $127M invested in Invesco BulletShares 2025 Municipal Bond ETF in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 49 increasing their positions, 13 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
+3
Holders Change %
+3.95%
% of All Funds
1.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
49
Reduced
13
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$5.45M
2
Jane Street
2
Jane Street
New York
$4.42M
3
Wells Fargo
3
Wells Fargo
California
$9.37M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$2.11M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$3.63M

Top Sellers

1
RCA
1
Resonant Capital Advisors
Wisconsin
$2.04M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$0
3
PAG
3
Private Advisor Group
New Jersey
$1.09M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$393K
5
DWM
5
Denver Wealth Management
Colorado
$1.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$9.54M +$913K +38,038 +11%
Wells Fargo
2
Wells Fargo
California
$9.37M +$1.73M +72,132 +23%
Morgan Stanley
3
Morgan Stanley
New York
$9.15M +$181K +7,550 +2%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$7.88M +$211K +8,780 +3%
CIM
5
Confluence Investment Management
Missouri
$5.51M -$40K -1,666 -0.7%
UBS Group
6
UBS Group
Switzerland
$5.45M +$3.29M +136,960 +152%
Bank of America
7
Bank of America
North Carolina
$5.09M +$220K +9,167 +5%
Jane Street
8
Jane Street
New York
$4.42M +$1.91M +79,443 +76%
GWP
9
Gateway Wealth Partners
Wisconsin
$4.29M +$82.6K +3,439 +2%
Invesco
10
Invesco
Georgia
$4.12M +$248K +10,341 +6%
Osaic Holdings
11
Osaic Holdings
Arizona
$3.63M +$1.1M +45,912 +44%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$3.28M +$178K +7,410 +6%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$2.85M -$20K -834 -0.7%
IWC
14
Integrated Wealth Concepts
Massachusetts
$2.83M +$385K +16,054 +16%
RJA
15
Raymond James & Associates
Florida
$2.8M +$90.9K +3,785 +3%
NA
16
NewEdge Advisors
Louisiana
$2.74M -$51.1K -2,127 -2%
CIC
17
Carnegie Investment Counsel
Ohio
$2.46M -$48K -2,000 -2%
CA
18
CGN Advisors
Kansas
$2.23M +$119K +4,948 +6%
ADL
19
Asset Dedication LLC
California
$2.16M +$52.7K +2,194 +3%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$2.11M +$1.29M +53,787 +158%
RCA
21
Resonant Capital Advisors
Wisconsin
$2.04M -$2.2M -91,570 -52%
AUB
22
Atlantic Union Bankshares
Virginia
$1.82M +$469K +19,533 +35%
SC
23
Savant Capital
Illinois
$1.5M -$98.8K -4,116 -6%
KFI
24
Key Financial Inc
Pennsylvania
$1.46M +$267K +11,140 +22%
EH
25
Equitable Holdings
New York
$1.39M +$39K +1,624 +3%
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