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Invesco BulletShares 2033 Municipal Bond ETF

59 hedge funds and large institutions have $61.3M invested in Invesco BulletShares 2033 Municipal Bond ETF in 2025 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 27 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

433% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 3

200% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 9

31% more capital invested

Capital invested by funds: $46.8M → $61.3M (+$14.5M)

28% more funds holding

Funds holding: 4659 (+13)

2.66% more ownership

Funds ownership: 62.15%64.81% (+2.7%)

Holders
59
Holders Change
+13
Holders Change %
+28.26%
% of All Funds
0.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
27
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$7.05M +$879K +35,037 +15%
CIM
2
Confluence Investment Management
Missouri
$6.34M +$857K +34,168 +16%
AUB
3
Atlantic Union Bankshares
Virginia
$4.04M +$234K +9,332 +6%
Raymond James Financial
4
Raymond James Financial
Florida
$3.95M +$310K +12,375 +9%
SFG
5
Sterling Financial Group
California
$3.94M +$1.18M +46,878 +44%
KAS
6
Kestra Advisory Services
Texas
$3.47M +$310K +12,375 +10%
Bank of America
7
Bank of America
North Carolina
$2.57M +$595K +23,730 +31%
EFP
8
Envision Financial Planning
Tennessee
$2.5M +$1.29M +51,334 +110%
FTUS
9
Flow Traders U.S.
New York
$2.46M +$2.42M +96,418 New
Invesco
10
Invesco
Georgia
$1.87M +$130K +5,169 +8%
Jane Street
11
Jane Street
New York
$1.79M +$55.3K +2,204 +3%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$1.59M +$35.4K +1,411 +2%
PWP
13
Precedent Wealth Partners
Texas
$1.42M +$604K +24,094 +76%
HighTower Advisors
14
HighTower Advisors
Illinois
$1.16M +$328K +13,087 +41%
Stifel Financial
15
Stifel Financial
Missouri
$1.08M +$199K +7,949 +23%
KFI
16
Key Financial Inc
Pennsylvania
$882K
ADL
17
Asset Dedication LLC
California
$839K +$111K +4,434 +16%
HBT
18
Hills Bank & Trust
Iowa
$821K +$806K +32,149 New
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$813K +$577 +23 +0.1%
Morgan Stanley
20
Morgan Stanley
New York
$698K +$162K +6,447 +31%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$661K -$55.3K -2,205 -8%
UBS Group
22
UBS Group
Switzerland
$647K +$445K +17,725 +233%
IAIM
23
International Assets Investment Management
Florida
$577K
KOC
24
Koss-Olinger Consulting
Florida
$536K
AA
25
Addison Advisors
Vermont
$535K +$30.2K +1,205 +6%

BSSX Hedge Fund Activity: Q3 2025 in Review

59 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2033 Municipal Bond ETF (BSSX) for Q3 2025, worth a combined $61.3M — up 31% from $46.8M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new BSSX positions and 3 closed out — a net gain of 13 holders — while 27 added to existing stakes and 9 trimmed.

The largest buyer was Flow Traders U.S., opening a new position worth an estimated $2.42M. The largest seller was MB, Levis & Associates, exiting entirely with an estimated $1.35M sold.

  • 59 institutional investors held Invesco BulletShares 2033 Municipal Bond ETF (BSSX) as of Q3 2025, up from 46 in Q2 2025.
  • Funds reported $61.3M of Invesco BulletShares 2033 Municipal Bond ETF stock for Q3 2025, up 31% quarter-over-quarter.
  • 16 funds opened new Invesco BulletShares 2033 Municipal Bond ETF positions in Q3 2025 and 3 closed out, a net change of +13 holders.
  • The largest Invesco BulletShares 2033 Municipal Bond ETF buyer in Q3 2025 was Flow Traders U.S., an estimated $2.42M added.
  • The largest Invesco BulletShares 2033 Municipal Bond ETF seller in Q3 2025 was MB, Levis & Associates, an estimated $1.35M sold.

Based on aggregated 13F filings for Q3 2025.