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Invesco BulletShares 2025 Municipal Bond ETF
BSMP

Overview Fund Activity

113 hedge funds and large institutions have $161M invested in Invesco BulletShares 2025 Municipal Bond ETF in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 54 increasing their positions, 21 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
113
Holders Change
–
Holders Change %
0%
% of All Funds
1.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
54
Reduced
21
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$15.4M
2
LPL Financial
2
LPL Financial
California
$8.96M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$5.06M
4
AUB
4
Atlantic Union Bankshares
Virginia
$4.48M
5
UBS Group
5
UBS Group
Switzerland
$5.34M

Top Sellers

1
Jane Street
1
Jane Street
New York
$1.16M
2
OFS
2
OneAscent Financial Services
Alabama
$0
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$0
4
RJA
4
Raymond James & Associates
Florida
$2.59M
5
Morgan Stanley
5
Morgan Stanley
New York
$5.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$15.4M +$1.47M +60,141 +11%
LPL Financial
2
LPL Financial
California
$8.96M +$1.26M +51,369 +16%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$8.13M -$122K -5,000 -1%
Bank of America
4
Bank of America
North Carolina
$7.75M +$945K +38,590 +14%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$7.14M +$40.1K +1,636 +0.6%
Invesco
6
Invesco
Georgia
$5.91M +$251K +10,248 +4%
UBS Group
7
UBS Group
Switzerland
$5.34M +$1.03M +42,028 +24%
Morgan Stanley
8
Morgan Stanley
New York
$5.31M -$696K -28,404 -12%
CIM
9
Confluence Investment Management
Missouri
$5.2M -$322K -13,167 -6%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$5.06M +$1.21M +49,264 +31%
AUB
11
Atlantic Union Bankshares
Virginia
$4.48M +$1.19M +48,727 +36%
IWC
12
Integrated Wealth Concepts
Massachusetts
$3.61M +$161K +6,561 +5%
Osaic Holdings
13
Osaic Holdings
Arizona
$3.35M -$73.3K -2,993 -2%
NA
14
NewEdge Advisors
Louisiana
$2.79M -$225K -9,204 -7%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$2.7M +$834K +34,050 +45%
RJA
16
Raymond James & Associates
Florida
$2.59M -$934K -38,142 -27%
ADL
17
Asset Dedication LLC
California
$2.4M +$115K +4,705 +5%
MML Investors Services
18
MML Investors Services
Massachusetts
$2.25M +$541K +22,100 +32%
KFI
19
Key Financial Inc
Pennsylvania
$2.13M +$652K +26,632 +44%
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$2M +$440K +17,955 +28%
RCA
21
Resonant Capital Advisors
Wisconsin
$1.97M -$33.8K -1,382 -2%
LWL
22
Leo Wealth LLC
Texas
$1.92M – – –
SC
23
Savant Capital
Illinois
$1.83M +$333K +13,588 +22%
Focus Partners Wealth
24
Focus Partners Wealth
Massachusetts
$1.8M -$53K -2,164 -3%
ACA
25
Aptus Capital Advisors
Alabama
$1.7M +$99.9K +4,081 +6%
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