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Invesco BulletShares 2033 Municipal Bond ETF
BSSX

46 hedge funds and large institutions have $46.8M invested in Invesco BulletShares 2033 Municipal Bond ETF in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 21 increasing their positions, 12 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 12

5.33% less ownership

Funds ownership: 67.47% → 62.15% (-5.3%)

9% less capital invested

Capital invested by funds: $51.3M → $46.8M (-$4.52M)

12% less funds holding

Funds holding: 52 → 46 (-6)

60% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 10

Holders
46
Holders Change
-6
Holders Change %
-11.54%
% of All Funds
0.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
21
Reduced
12
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ADL
Asset Dedication LLC
California
+$650K
2
KOC
Koss-Olinger Consulting
Florida
+$532K
3
PWP
Precedent Wealth Partners
Texas
+$436K
4
MA
MONECO Advisors
Connecticut
+$419K
5
AUB
Atlantic Union Bankshares
Virginia
+$394K

Top Sellers

Rank Fund Capital Flow
1
EFP
Envision Financial Planning
Tennessee
-$2.03M
2
FTUS
Flow Traders U.S.
New York
-$1.4M
3
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$842K
4
CA
CGN Advisors
Kansas
-$737K
5
Jane Street
Jane Street
New York
-$567K
Name Holding Trade Value Shares
Change 		Change in
Stake
MA
26
MONECO Advisors
Connecticut
$422K +$419K +16,842 New
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$363K -$57.6K -2,313 -14%
BFA
28
Bill Few Associates
Pennsylvania
$349K +$58.5K +2,347 +20%
JCM
29
Jacobi Capital Management
Pennsylvania
$283K +$60.5K +2,429 +27%
MML Investors Services
30
MML Investors Services
Massachusetts
$278K +$72.9K +2,927 +36%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$271K +$65.3K +2,623 +32%
SPIA
32
Steward Partners Investment Advisory
New York
$254K – – –
DADC
33
D.A. Davidson & Co
Montana
$242K – – –
Lido Advisors
34
Lido Advisors
California
$238K +$237K +9,500 New
OFG
35
Opulen Financial Group
Virginia
$236K +$2.07K +83 +0.9%
BPA
36
Beacon Pointe Advisors
California
$222K -$49K -1,969 -18%
AAG
37
Armstrong Advisory Group
Massachusetts
$196K – – –
CBT
38
Crews Bank & Trust
Florida
$192K – – –
UBS Group
39
UBS Group
Switzerland
$191K +$189K +7,600 New
FCAS
40
First Command Advisory Services
Texas
$130K +$24.9K +998 +24%
LFG
41
Larson Financial Group
Missouri
$123K – – –
Osaic Holdings
42
Osaic Holdings
Arizona
$90K +$17.1K +686 +24%
Jones Financial Companies
43
Jones Financial Companies
Missouri
$84.4K +$35.6K +1,431 +73%
Comerica Bank
44
Comerica Bank
Texas
$71.1K – – –
HNB
45
Huntington National Bank
Ohio
$48.9K – – –
AF
46
Advisornet Financial
Minnesota
$6.49K – – –
GWM
47
Geneos Wealth Management
Colorado
$6.02K -$5.98K -240 -50%
FTUS
48
Flow Traders U.S.
New York
– -$1.4M -55,437 Closed
Toronto Dominion Bank
49
Toronto Dominion Bank
Ontario, Canada
– -$842K -33,254 Closed
CA
50
CGN Advisors
Kansas
– -$737K -29,114 Closed
1
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BSSX Hedge Fund Activity: Q2 2025 in Review

46 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2033 Municipal Bond ETF (BSSX) for Q2 2025, worth a combined $46.8M — down 8.8% from $51.3M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of BSSX and 4 opened new positions — a net loss of 6 holders — while 12 trimmed existing stakes and 21 added.

The largest buyer was Asset Dedication LLC, adding an estimated $650K. The largest seller was Envision Financial Planning, cutting an estimated $2.03M.

  • 46 institutional investors held Invesco BulletShares 2033 Municipal Bond ETF (BSSX) as of Q2 2025, down from 52 in Q1 2025.
  • Funds reported $46.8M of Invesco BulletShares 2033 Municipal Bond ETF stock for Q2 2025, down 8.8% quarter-over-quarter.
  • 4 funds opened new Invesco BulletShares 2033 Municipal Bond ETF positions in Q2 2025 and 10 closed out, a net change of -6 holders.
  • The largest Invesco BulletShares 2033 Municipal Bond ETF buyer in Q2 2025 was Asset Dedication LLC, an estimated $650K added.
  • The largest Invesco BulletShares 2033 Municipal Bond ETF seller in Q2 2025 was Envision Financial Planning, an estimated $2.03M sold.

Based on aggregated 13F filings for Q2 2025.