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Invesco BulletShares 2025 Municipal Bond ETF
BSMP

Overview Fund Activity

124 hedge funds and large institutions have $178M invested in Invesco BulletShares 2025 Municipal Bond ETF in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 39 increasing their positions, 50 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
-5
Holders Change %
-3.88%
% of All Funds
1.66%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
8
Increased
39
Reduced
50
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RWP
1
Reliant Wealth Planning
Kentucky
$2.05M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$1.72M
3
LPL Financial
3
LPL Financial
California
$10.6M
4
AWM
4
Accurate Wealth Management
Florida
$688K
5
Jane Street
5
Jane Street
New York
$2.49M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$4.65M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$1.64M
3
Wells Fargo
3
Wells Fargo
California
$15.4M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$5.03M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$5.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$15.4M -$1.67M -67,989 -10%
LPL Financial
2
LPL Financial
California
$10.6M +$769K +31,346 +8%
Bank of America
3
Bank of America
North Carolina
$7.67M +$580K +23,631 +8%
Invesco
4
Invesco
Georgia
$7.12M +$471K +19,178 +7%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$6.58M -$246K -10,018 -4%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$5.24M -$1.04M -42,365 -17%
Morgan Stanley
7
Morgan Stanley
New York
$5.07M -$998K -40,671 -16%
Osaic Holdings
8
Osaic Holdings
Arizona
$5.03M -$1.12M -45,646 -18%
IWC
9
Integrated Wealth Concepts
Massachusetts
$4.75M +$35.7K +1,455 +0.8%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$4.65M -$2.16M -88,207 -32%
OFS
11
OneAscent Financial Services
Alabama
$4.64M -$259K -10,575 -5%
AUB
12
Atlantic Union Bankshares
Virginia
$4.43M +$439K +17,874 +11%
CVA
13
Central Valley Advisors
California
$4.31M -$63K -2,568 -1%
UBS Group
14
UBS Group
Switzerland
$3.92M -$664K -27,045 -14%
NA
15
NewEdge Advisors
Louisiana
$3.66M +$194K +7,919 +6%
Raymond James Financial
16
Raymond James Financial
Florida
$3.65M +$305K +12,431 +9%
KFI
17
Key Financial Inc
Pennsylvania
$3.45M +$246K +10,005 +8%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$2.89M +$235K +9,588 +9%
ADL
19
Asset Dedication LLC
California
$2.86M +$401K +16,348 +16%
MA
20
MONECO Advisors
Connecticut
$2.8M +$480K +19,569 +21%
CIM
21
Confluence Investment Management
Missouri
$2.62M -$83.6K -3,408 -3%
Jane Street
22
Jane Street
New York
$2.49M +$683K +27,844 +38%
HBT
23
Hills Bank & Trust
Iowa
$2.3M +$257K +10,458 +13%
ACA
24
Aptus Capital Advisors
Alabama
$2.14M +$14.2K +578 +0.7%
Focus Partners Wealth
25
Focus Partners Wealth
Massachusetts
$2.1M +$92.2K +3,758 +5%
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