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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

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

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
CIM
1
Confluence Investment Management
Missouri
$7.59M +$1.17M +45,396 +18%
LPL Financial
2
LPL Financial
California
$7.42M +$279K +10,803 +4%
Raymond James Financial
3
Raymond James Financial
Florida
$4.43M +$431K +16,718 +11%
AUB
4
Atlantic Union Bankshares
Virginia
$4.32M +$225K +8,726 +6%
KAS
5
Kestra Advisory Services
Texas
$3.84M +$326K +12,651 +9%
PWP
6
Precedent Wealth Partners
Texas
$3.49M +$2.05M +79,416 +143%
SFA
7
Sequoia Financial Advisors
Ohio
$3.1M +$3.09M +119,816 New
Bank of America
8
Bank of America
North Carolina
$2.93M +$329K +12,751 +13%
HBT
9
Hills Bank & Trust
Iowa
$2.6M +$1.77M +68,604 +213%
EFP
10
Envision Financial Planning
Tennessee
$2.53M -$7.12K -276 -0.3%
Invesco
11
Invesco
Georgia
$2.5M +$605K +23,451 +32%
EC
12
Elequin Capital
New York
$2.27M +$1.77M +68,663 +360%
Morgan Stanley
13
Morgan Stanley
New York
$2.07M +$1.36M +52,831 +193%
FTUS
14
Flow Traders U.S.
New York
$1.97M -$517K -20,055 -21%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$1.57M -$37.9K -1,468 -2%
HighTower Advisors
16
HighTower Advisors
Illinois
$1.47M +$297K +11,508 +25%
Stifel Financial
17
Stifel Financial
Missouri
$1.24M +$150K +5,795 +14%
Lido Advisors
18
Lido Advisors
California
$1.11M +$704K +27,300 +176%
Jane Street
19
Jane Street
New York
$949K -$859K -33,294 -48%
CAM
20
Clark Asset Management
New Hampshire
$947K +$435K +16,864 +85%
KFI
21
Key Financial Inc
Pennsylvania
$892K – – –
ADL
22
Asset Dedication LLC
California
$883K +$33.6K +1,301 +4%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$827K +$4.41K +171 +0.5%
UBS Group
24
UBS Group
Switzerland
$747K +$92.3K +3,578 +14%
LPT
25
Legacy Private Trust
Wisconsin
$658K +$657K +25,460 New
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.