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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ADL
Asset Dedication LLC
San Francisco,
California
|
+$650K |
| 2 |
KOC
Koss-Olinger Consulting
Gainesville,
Florida
|
+$532K |
| 3 |
PWP
Precedent Wealth Partners
Houston,
Texas
|
+$436K |
| 4 |
MA
MONECO Advisors
Fairfield,
Connecticut
|
+$419K |
| 5 |
AUB
Atlantic Union Bankshares
Glen Allen,
Virginia
|
+$394K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EFP
Envision Financial Planning
Memphis,
Tennessee
|
-$2.03M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$1.4M |
| 3 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
-$842K |
| 4 |
CA
CGN Advisors
Manhattan,
Kansas
|
-$737K |
| 5 |
Jane Street
New York
|
-$567K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWM
51
Avior Wealth Management
Omaha,
Nebraska
| – | -$509K | -20,088 | Closed |
|
|
IA
52
IFP Advisors
Tampa,
Florida
| – | -$489K | -19,320 | Closed |
|
53
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$266K | -10,513 | Closed |
|
|
HGA
54
Hobbs Group Advisors
Columbia,
South Carolina
| – | -$251K | -9,908 | Closed |
|
|
GFPC
55
Global Financial Private Client
Sarasota,
Florida
| – | -$85.5K | -3,376 | Closed |
|
|
PS
56
Principal Securities
Des Moines,
Iowa
| – | -$27.9K | -1,082 | Closed |
|
57
Fidelity Investments
Boston,
Massachusetts
| – | -$25 | -1 | Closed |
|
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.