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Invesco BulletShares 2033 Municipal Bond ETF
BSSX

63 hedge funds and large institutions have $73.4M invested in Invesco BulletShares 2033 Municipal Bond ETF in 2025 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 34 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

386% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 7

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

20% more capital invested

Capital invested by funds: $61.3M → $73.4M (+$12.1M)

7% more funds holding

Funds holding: 59 → 63 (+4)

4.37% more ownership

Funds ownership: 64.81% → 69.19% (+4.4%)

Holders
63
Holders Change
+4
Holders Change %
+6.78%
% of All Funds
0.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
34
Reduced
7
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SFA
Sequoia Financial Advisors
Ohio
+$3.09M
2
PWP
Precedent Wealth Partners
Texas
+$2.05M
3
EC
Elequin Capital
New York
+$1.77M
4
HBT
Hills Bank & Trust
Iowa
+$1.77M
5
Morgan Stanley
Morgan Stanley
New York
+$1.36M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$859K
2
FTUS
Flow Traders U.S.
New York
-$517K
3
BPA
Beacon Pointe Advisors
California
-$356K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$297K
5
Ameriprise
Ameriprise
Minnesota
-$207K
Name Holding Trade Value Shares
Change 		Change in
Stake
IAIM
26
International Assets Investment Management
Florida
$650K +$54.8K +2,124 +9%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$555K +$38.5K +1,491 +7%
KOC
28
Koss-Olinger Consulting
Florida
$553K – – –
Cerity Partners
29
Cerity Partners
New York
$507K – – –
AA
30
Addison Advisors
Vermont
$492K -$49.7K -1,925 -9%
STA
31
Summit Trail Advisors
New York
$490K +$488K +18,934 New
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$478K +$70K +2,713 +17%
JCM
33
Jacobi Capital Management
Pennsylvania
$426K +$71.6K +2,775 +20%
MA
34
MONECO Advisors
Connecticut
$406K +$82.2K +3,185 +25%
TCM
35
Tassel Capital Management
North Carolina
$391K +$99.4K +3,853 +34%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$371K -$297K -11,531 -45%
VAM
37
Virtue Asset Management
Illinois
$355K +$55.8K +2,162 +19%
CAPTRUST Financial Advisors
38
CAPTRUST Financial Advisors
North Carolina
$351K +$1.75K +68 +0.5%
SG
39
StoneX Group
New York
$331K -$160K -6,212 -33%
Jones Financial Companies
40
Jones Financial Companies
Missouri
$327K +$82.9K +3,214 +34%
UCFA
41
United Capital Financial Advisors
Texas
$325K +$85.5K +3,313 +36%
DADC
42
D.A. Davidson & Co
Montana
$319K +$42.6K +1,650 +15%
MML Investors Services
43
MML Investors Services
Massachusetts
$309K +$22.9K +888 +8%
BFA
44
Bill Few Associates
Pennsylvania
$308K – – –
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$297K +$297K +11,503 New
SPIA
46
Steward Partners Investment Advisory
New York
$262K – – –
EH
47
Equitable Holdings
New York
$261K +$52.1K +2,019 +25%
OFG
48
Opulen Financial Group
Virginia
$248K +$2.04K +79 +0.8%
CPC
49
Cookson Peirce & Co
Pennsylvania
$211K +$211K +8,180 New
CFGA
50
Cambridge Financial Group (Arizona)
Arizona
$209K – – –
1
2
3

BSSX Hedge Fund Activity: Q4 2025 in Review

63 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2033 Municipal Bond ETF (BSSX) for Q4 2025, worth a combined $73.4M — up 20% from $61.3M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new BSSX positions and 2 closed out — a net gain of 5 holders — while 34 added to existing stakes and 7 trimmed.

The largest buyer was Sequoia Financial Advisors, opening a new position worth an estimated $3.09M. The largest seller was Jane Street, cutting an estimated $859K.

  • 63 institutional investors held Invesco BulletShares 2033 Municipal Bond ETF (BSSX) as of Q4 2025, up from 59 in Q3 2025.
  • Funds reported $73.4M of Invesco BulletShares 2033 Municipal Bond ETF stock for Q4 2025, up 20% quarter-over-quarter.
  • 7 funds opened new Invesco BulletShares 2033 Municipal Bond ETF positions in Q4 2025 and 2 closed out, a net change of +5 holders.
  • The largest Invesco BulletShares 2033 Municipal Bond ETF buyer in Q4 2025 was Sequoia Financial Advisors, an estimated $3.09M added.
  • The largest Invesco BulletShares 2033 Municipal Bond ETF seller in Q4 2025 was Jane Street, an estimated $859K sold.

Based on aggregated 13F filings for Q4 2025.