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Invesco BulletShares 2033 Municipal Bond ETF

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: 5246 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$6.04M -$544K -21,858 -8%
CIM
2
Confluence Investment Management
Missouri
$5.37M -$162K -6,523 -3%
AUB
3
Atlantic Union Bankshares
Virginia
$3.74M +$394K +15,815 +12%
Raymond James Financial
4
Raymond James Financial
Florida
$3.57M +$351K +14,107 +11%
KAS
5
Kestra Advisory Services
Texas
$3.09M +$13.3K +532 +0.4%
SFG
6
Sterling Financial Group
California
$2.69M -$36.4K -1,461 -1%
Bank of America
7
Bank of America
North Carolina
$1.93M +$113K +4,524 +6%
Invesco
8
Invesco
Georgia
$1.71M -$121K -4,866 -7%
Jane Street
9
Jane Street
New York
$1.7M -$567K -22,770 -25%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$1.53M -$83.7K -3,360 -5%
MLA
11
MB, Levis & Associates
Pennsylvania
$1.35M +$94.5K +3,794 +8%
EFP
12
Envision Financial Planning
Tennessee
$1.17M -$2.03M -81,707 -64%
KFI
13
Key Financial Inc
Pennsylvania
$865K
Stifel Financial
14
Stifel Financial
Missouri
$856K +$381K +15,297 +81%
HighTower Advisors
15
HighTower Advisors
Illinois
$809K +$177K +7,103 +28%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$797K +$30.4K +1,219 +4%
PWP
17
Precedent Wealth Partners
Texas
$791K +$436K +17,487 +125%
ADL
18
Asset Dedication LLC
California
$712K +$650K +26,084 +1,124%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$704K -$459K -18,431 -40%
IAIM
20
International Assets Investment Management
Florida
$577K
KOC
21
Koss-Olinger Consulting
Florida
$536K +$532K +21,373 New
Morgan Stanley
22
Morgan Stanley
New York
$523K +$77.5K +3,111 +18%
SG
23
StoneX Group
New York
$498K -$127K -5,119 -20%
AA
24
Addison Advisors
Vermont
$495K +$42.1K +1,690 +9%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$450K +$332K +13,347 +289%

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.