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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

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

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
LPL Financial
1
LPL Financial
California
$6.66M +$2.98M +116,003 +79%
CIM
2
Confluence Investment Management
Missouri
$5.59M +$5.36M +208,752 +1,765%
AUB
3
Atlantic Union Bankshares
Virginia
$3.37M +$335K +13,018 +11%
EFP
4
Envision Financial Planning
Tennessee
$3.25M +$14K +543 +0.4%
Raymond James Financial
5
Raymond James Financial
Florida
$3.24M +$50.1K +1,950 +2%
KAS
6
Kestra Advisory Services
Texas
$3.11M +$257K +9,983 +9%
SFG
7
Sterling Financial Group
California
$2.75M -$44.3K -1,723 -2%
Jane Street
8
Jane Street
New York
$2.29M +$891K +34,671 +62%
Invesco
9
Invesco
Georgia
$1.85M +$155K +6,013 +9%
Bank of America
10
Bank of America
North Carolina
$1.83M +$494K +19,221 +36%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$1.63M -$418K -16,257 -20%
FTUS
12
Flow Traders U.S.
New York
$1.4M -$913K -35,520 -39%
MLA
13
MB, Levis & Associates
Pennsylvania
$1.26M +$73K +2,839 +6%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$1.18M -$11K -427 -0.9%
KFI
15
Key Financial Inc
Pennsylvania
$874K – – –
Toronto Dominion Bank
16
Toronto Dominion Bank
Ontario, Canada
$842K +$855K +33,254 New
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$774K +$283 +11 +0%
CA
18
CGN Advisors
Kansas
$737K +$300K +11,664 +67%
HighTower Advisors
19
HighTower Advisors
Illinois
$637K +$647K +25,170 New
SG
20
StoneX Group
New York
$633K +$25.6K +996 +4%
IAIM
21
International Assets Investment Management
Florida
$583K -$20.6K -800 -3%
AWM
22
Avior Wealth Management
Nebraska
$509K -$103K -4,000 -17%
IA
23
IFP Advisors
Florida
$489K – – –
Stifel Financial
24
Stifel Financial
Missouri
$478K +$485K +18,860 New
AA
25
Addison Advisors
Vermont
$457K +$75.9K +2,955 +20%
1
2 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.