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Invesco BulletShares 2033 Municipal Bond ETF
BSSX

52 hedge funds and large institutions have $51.3M invested in Invesco BulletShares 2033 Municipal Bond ETF in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 24 increasing their positions, 12 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 1

100% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 12

30% more capital invested

Capital invested by funds: $39.5M → $51.3M (+$11.8M)

18% more funds holding

Funds holding: 44 → 52 (+8)

3.62% more ownership

Funds ownership: 63.86% → 67.47% (+3.6%)

Holders
52
Holders Change
+8
Holders Change %
+18.18%
% of All Funds
0.7%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
24
Reduced
12
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CIM
Confluence Investment Management
Missouri
+$5.36M
2
LPL Financial
LPL Financial
California
+$2.98M
3
Jane Street
Jane Street
New York
+$891K
4
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
+$855K
5
HighTower Advisors
HighTower Advisors
Illinois
+$647K

Top Sellers

Rank Fund Capital Flow
1
FTUS
Flow Traders U.S.
New York
-$913K
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$418K
3
TCM
Tassel Capital Management
North Carolina
-$270K
4
AWM
Avior Wealth Management
Nebraska
-$103K
5
SFG
Sterling Financial Group
California
-$44.3K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$450K +$103K +4,001 +29%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$425K +$167K +6,480 +63%
PWP
28
Precedent Wealth Partners
Texas
$356K +$361K +14,045 New
BFA
29
Bill Few Associates
Pennsylvania
$293K – – –
BPA
30
Beacon Pointe Advisors
California
$274K +$15.4K +598 +6%
CAPTRUST Financial Advisors
31
CAPTRUST Financial Advisors
North Carolina
$266K -$19.1K -742 -7%
SPIA
32
Steward Partners Investment Advisory
New York
$256K +$54.6K +2,123 +27%
HGA
33
Hobbs Group Advisors
South Carolina
$251K +$53.4K +2,077 +27%
DADC
34
D.A. Davidson & Co
Montana
$244K +$5.14K +200 +2%
OFG
35
Opulen Financial Group
Virginia
$236K +$1.88K +73 +0.8%
JCM
36
Jacobi Capital Management
Pennsylvania
$225K -$30.8K -1,199 -12%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$207K +$210K +8,190 New
MML Investors Services
38
MML Investors Services
Massachusetts
$207K +$210K +8,181 New
AAG
39
Armstrong Advisory Group
Massachusetts
$201K – – –
CBT
40
Crews Bank & Trust
Florida
$194K – – –
LFG
41
Larson Financial Group
Missouri
$125K +$126K +4,922 New
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$117K +$39.8K +1,548 +50%
FCAS
43
First Command Advisory Services
Texas
$106K -$2K -78 -2%
GFPC
44
Global Financial Private Client
Florida
$85.5K -$3.21K -125 -4%
Osaic Holdings
45
Osaic Holdings
Arizona
$73.6K +$65.9K +2,563 +747%
Comerica Bank
46
Comerica Bank
Texas
$71.8K -$463 -18 -0.6%
ADL
47
Asset Dedication LLC
California
$58.7K -$2.57K -100 -4%
Jones Financial Companies
48
Jones Financial Companies
Missouri
$49.4K +$50.2K +1,955 New
HNB
49
Huntington National Bank
Ohio
$49.4K – – –
PS
50
Principal Securities
Iowa
$27.9K – – –
1
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3

BSSX Hedge Fund Activity: Q1 2025 in Review

52 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2033 Municipal Bond ETF (BSSX) for Q1 2025, worth a combined $51.3M — up 30% from $39.5M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new BSSX positions and 1 closed out — a net gain of 8 holders — while 24 added to existing stakes and 12 trimmed.

The largest buyer was Confluence Investment Management, adding an estimated $5.36M. The largest seller was Flow Traders U.S., cutting an estimated $913K.

  • 52 institutional investors held Invesco BulletShares 2033 Municipal Bond ETF (BSSX) as of Q1 2025, up from 44 in Q4 2024.
  • Funds reported $51.3M of Invesco BulletShares 2033 Municipal Bond ETF stock for Q1 2025, up 30% quarter-over-quarter.
  • 9 funds opened new Invesco BulletShares 2033 Municipal Bond ETF positions in Q1 2025 and 1 closed out, a net change of +8 holders.
  • The largest Invesco BulletShares 2033 Municipal Bond ETF buyer in Q1 2025 was Confluence Investment Management, an estimated $5.36M added.
  • The largest Invesco BulletShares 2033 Municipal Bond ETF seller in Q1 2025 was Flow Traders U.S., an estimated $913K sold.

Based on aggregated 13F filings for Q1 2025.