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Invesco BulletShares 2025 Municipal Bond ETF
BSMP

Overview Fund Activity

99 hedge funds and large institutions have $158M invested in Invesco BulletShares 2025 Municipal Bond ETF in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 38 increasing their positions, 23 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
99
Holders Change
+20
Holders Change %
+25.32%
% of All Funds
1.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
38
Reduced
23
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$21.9M
2
OFS
2
OneAscent Financial Services
Alabama
$4.43M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$7.14M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.39M
5
Bank of America
5
Bank of America
North Carolina
$6.39M

Top Sellers

1
GWP
1
Gateway Wealth Partners
Wisconsin
$0
2
Jane Street
2
Jane Street
New York
$977K
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$354K
4
LPL Financial
4
LPL Financial
California
$8.86M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$2.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$21.9M +$12.5M +510,426 +134%
Wells Fargo
2
Wells Fargo
California
$9.79M +$212K +8,632 +2%
LPL Financial
3
LPL Financial
California
$8.86M -$887K -36,152 -9%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$8.1M +$46.4K +1,893 +0.6%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$7.14M +$3.79M +154,508 +113%
Bank of America
6
Bank of America
North Carolina
$6.39M +$1.18M +48,253 +23%
UBS Group
7
UBS Group
Switzerland
$6.02M +$451K +18,390 +8%
CIM
8
Confluence Investment Management
Missouri
$5.58M -$53.4K -2,178 -0.9%
Invesco
9
Invesco
Georgia
$4.49M +$275K +11,208 +7%
OFS
10
OneAscent Financial Services
Alabama
$4.43M +$4.43M +180,729 New
RJA
11
Raymond James & Associates
Florida
$3.42M +$556K +22,666 +19%
IWC
12
Integrated Wealth Concepts
Massachusetts
$3.28M +$384K +15,645 +13%
Osaic Holdings
13
Osaic Holdings
Arizona
$2.97M -$745K -30,359 -20%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$2.88M +$723K +29,469 +34%
NA
15
NewEdge Advisors
Louisiana
$2.84M +$38K +1,547 +1%
AUB
16
Atlantic Union Bankshares
Virginia
$2.55M +$690K +28,131 +37%
CA
17
CGN Advisors
Kansas
$2.46M +$180K +7,331 +8%
ADL
18
Asset Dedication LLC
California
$2.1M -$102K -4,154 -5%
RCA
19
Resonant Capital Advisors
Wisconsin
$2.09M – – –
LWL
20
Leo Wealth LLC
Texas
$1.91M +$1.91M +78,313 New
CIC
21
Carnegie Investment Counsel
Ohio
$1.89M -$627K -25,550 -25%
KFI
22
Key Financial Inc
Pennsylvania
$1.75M +$250K +10,200 +17%
SC
23
Savant Capital
Illinois
$1.52M -$14K -569 -0.9%
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$1.46M +$431K +17,559 +42%
EH
25
Equitable Holdings
New York
$1.43M +$3.17K +129 +0.2%
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