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Invesco BulletShares 2025 Municipal Bond ETF
BSMP

Overview Fund Activity

101 hedge funds and large institutions have $163M invested in Invesco BulletShares 2025 Municipal Bond ETF in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 45 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
101
Holders Change
+2
Holders Change %
+2.02%
% of All Funds
1.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
45
Reduced
25
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$9.56M
2
Wells Fargo
2
Wells Fargo
California
$12.9M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$1.98M
4
ACA
4
Aptus Capital Advisors
Alabama
$1.54M
5
ACM
5
AlphaStar Capital Management
North Carolina
$795K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$11.5M
2
UBS Group
2
UBS Group
Switzerland
$4.7M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$227K
4
LPL Financial
4
LPL Financial
California
$7.64M
5
KFI
5
Key Financial Inc
Pennsylvania
$878K
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$12.9M +$3.22M +132,416 +33%
Morgan Stanley
2
Morgan Stanley
New York
$11.5M -$10.2M -417,511 -47%
Jane Street
3
Jane Street
New York
$9.56M +$8.59M +352,986 +886%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$8.12M +$83.3K +3,421 +1%
LPL Financial
5
LPL Financial
California
$7.64M -$1.15M -47,342 -13%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$7.17M +$84.2K +3,458 +1%
Bank of America
7
Bank of America
North Carolina
$6.72M +$389K +15,984 +6%
CIM
8
Confluence Investment Management
Missouri
$5.51M -$20.3K -833 -0.4%
Invesco
9
Invesco
Georgia
$5.05M +$595K +24,437 +13%
OFS
10
OneAscent Financial Services
Alabama
$4.75M +$348K +14,311 +8%
UBS Group
11
UBS Group
Switzerland
$4.7M -$1.27M -52,343 -21%
IWC
12
Integrated Wealth Concepts
Massachusetts
$3.92M +$663K +27,226 +20%
RJA
13
Raymond James & Associates
Florida
$3.44M +$48.2K +1,980 +1%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$3.33M +$472K +19,395 +17%
Osaic Holdings
15
Osaic Holdings
Arizona
$3.02M +$72.7K +2,988 +2%
NA
16
NewEdge Advisors
Louisiana
$2.87M +$54.1K +2,223 +2%
AUB
17
Atlantic Union Bankshares
Virginia
$2.73M +$203K +8,347 +8%
ADL
18
Asset Dedication LLC
California
$2.3M +$214K +8,791 +10%
RCA
19
Resonant Capital Advisors
Wisconsin
$2.06M -$8.08K -332 -0.4%
Focus Partners Wealth
20
Focus Partners Wealth
Massachusetts
$2M +$739K +30,385 +59%
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$1.98M +$1.98M +80,984 New
LWL
22
Leo Wealth LLC
Texas
$1.9M – – –
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$1.75M +$308K +12,650 +21%
CA
24
CGN Advisors
Kansas
$1.75M -$690K -28,367 -28%
CIC
25
Carnegie Investment Counsel
Ohio
$1.7M -$168K -6,900 -9%
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