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Invesco BulletShares 2025 Municipal Bond ETF
BSMP

Overview Fund Activity

125 hedge funds and large institutions have $185M invested in Invesco BulletShares 2025 Municipal Bond ETF in 2024 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 54 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
Holders Change
+12
Holders Change %
+10.62%
% of All Funds
1.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
54
Reduced
22
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OFS
OneAscent Financial Services
Alabama
$4.68M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$7.6M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$3.8M
4
AUB
Atlantic Union Bankshares
Virginia
$5.99M
5
FFN
Focus Financial Network
Minnesota
$2.61M

Top Sellers

1
AWM
Avior Wealth Management
Nebraska
$43.9K
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$6.89M
3
KAS
Kestra Advisory Services
Texas
$0
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$0
5
OIA
OneDigital Investment Advisors
Kansas
$793K
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$16.7M +$1.29M +52,528 +8%
LPL Financial
2
LPL Financial
California
$9.37M +$407K +16,608 +5%
Bank of America
3
Bank of America
North Carolina
$8.19M +$434K +17,727 +6%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$7.6M +$2.54M +103,557 +50%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$6.89M -$1.25M -51,199 -15%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$6.83M -$319K -12,995 -4%
Morgan Stanley
7
Morgan Stanley
New York
$6.33M +$1.02M +41,495 +19%
UBS Group
8
UBS Group
Switzerland
$6.17M +$818K +33,369 +15%
AUB
9
Atlantic Union Bankshares
Virginia
$5.99M +$1.52M +61,838 +34%
Invesco
10
Invesco
Georgia
$5.92M +$1.13K +46 +0%
CIM
11
Confluence Investment Management
Missouri
$5.04M -$167K -6,822 -3%
OFS
12
OneAscent Financial Services
Alabama
$4.68M +$4.68M +190,958 New
IWC
13
Integrated Wealth Concepts
Massachusetts
$4.67M +$1.06M +43,087 +29%
Osaic Holdings
14
Osaic Holdings
Arizona
$4.13M +$780K +31,816 +23%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$3.8M +$1.8M +73,590 +90%
Raymond James Financial
16
Raymond James Financial
Florida
$3.52M +$3.52M +143,501 New
KFI
17
Key Financial Inc
Pennsylvania
$3.12M +$990K +40,395 +46%
NA
18
NewEdge Advisors
Louisiana
$2.81M +$23.3K +951 +0.8%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$2.69M -$16.3K -663 -0.6%
FFN
20
Focus Financial Network
Minnesota
$2.61M +$1.3M +52,956 +99%
ADL
21
Asset Dedication LLC
California
$2.5M +$106K +4,339 +4%
MML Investors Services
22
MML Investors Services
Massachusetts
$2.44M +$181K +7,385 +8%
ACA
23
Aptus Capital Advisors
Alabama
$2.1M +$400K +16,301 +24%
LWL
24
Leo Wealth LLC
Texas
$1.92M – – –
Focus Partners Wealth
25
Focus Partners Wealth
Massachusetts
$1.87M +$72.2K +2,946 +4%
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