Invesco BulletShares 2025 Municipal Bond
BSMP • NASDAQ
Invesco BulletShares 2025 Municipal Bond is an exchange-traded fund on NASDAQ. As of Q3 2025, 117 institutional investors hold shares in this ETF, with total holdings valued at $157.1M. WELLS FARGO & COMPANY/MN is the largest holder with a position valued at $15.6M.
Overview
Overview of institutional ownership in BSMP as of Q3 2025
All Institutions
- Institutions
- 117
- Value Held
- $157.1M
- Shares Held
- 6.4M
- Avg Position
- $1.3M
- Median Position
- $533.1K
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $927.1K
- Shares Held
- 37.8K
- Avg Position
- $927.1K
- Median Position
- $927.1K
Biggest Investors
Institutions with the largest positions in BSMP as of Q3 2025
| Institution | Position Value |
|---|---|
 WELLS FARGO & COMPANY/MN Institution | $15.6M 0.00% of portfolio |
L LPL Financial LLC Institution | $9.9M 0.00% of portfolio |
 Invesco Ltd. ETF Provider | $7.9M 0.00% of portfolio |
 BANK OF AMERICA CORP /DE/ Institution | $7.4M 0.00% of portfolio |
 CWM, LLC RIA/Wealth | $6.0M 0.02% of portfolio |
 MORGAN STANLEY RIA/Wealth | $4.9M 0.00% of portfolio |
 Union Bankshares Corp Institution | $4.7M 0.09% of portfolio |
A Advisor Group Holdings, Inc. Institution | $4.6M 0.01% of portfolio |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $4.6M 0.00% of portfolio |
 Integrated Wealth Concepts LLC RIA/Wealth | $4.6M 0.04% of portfolio |
Net Capital Flow
Institutional buying and selling activity for BSMP in Q3 2025
- Traded
- −$20.2M
- Buyers
- 31
- Sellers
- 62
- Total Bought
- +$6.1M
- Total Sold
- −$26.3M
- Avg Position
- $1.2M
Biggest Buyers
| Institution | Net Bought |
|---|---|
 AMERIPRISE FINANCIAL INC Institution | +$1.1M +43.2K shares |
T Tennessee Valley Asset Management Partners Institution | +$941.1K +38.4K shares |
Invesco Ltd. ETF Provider | +$759.7K +31.0K shares |
 BB&T CORP Institution | +$533.1K +21.7K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | +$440.2K +18.0K shares |
J JONES FINANCIAL COMPANIES LLLP Institution | +$295.0K +12.0K shares |
Union Bankshares Corp Institution | +$267.1K +10.9K shares |
 Paulson Wealth Management Inc. RIA/Wealth | +$260.1K +10.6K shares |
 Asset Dedication, LLC RIA/Wealth | +$235.8K +9.6K shares |
 CAPTRUST FINANCIAL ADVISORS RIA/Wealth | +$227.2K +9.3K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | −$3.9M −160.3K shares |
C CENTRAL VALLEY ADVISORS, LLC Institution | −$3.9M −157.7K shares |
 CONFLUENCE INVESTMENT MANAGEMENT LLC Long Only Manager | −$2.6M −106.6K shares |
 Reliant Wealth Planning RIA/Wealth | −$2.0M −83.4K shares |
 THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager | −$1.7M −70.0K shares |
 Focus Financial Network, Inc. RIA/Wealth | −$1.4M −58.7K shares |
A Advisor Group Holdings, Inc. Institution | −$1.1M −46.1K shares |
J JANE STREET GROUP, LLC Institution | −$648.3K −26.4K shares |
L LPL Financial LLC Institution | −$644.4K −26.3K shares |
L Leo Wealth, LLC Institution | −$541.5K −22.1K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited BSMP in Q3 2025
- New Positions
- 2
- New Value
- $649.8K
- Exited Positions
- 13
- Exited Value
- $9.6M
New Positions
| Institution | Position Value |
|---|---|
BB&T CORP Institution | $533.1K 21.7K shares |
 Rockefeller Capital Management L.P. Long Only Manager | $116.7K 4.8K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
CONFLUENCE INVESTMENT MANAGEMENT LLC Long Only Manager | $2.6M 106.6K shares |
Reliant Wealth Planning RIA/Wealth | $2.0M 83.4K shares |
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager | $1.7M 70.0K shares |
Focus Financial Network, Inc. RIA/Wealth | $1.4M 58.7K shares |
L Leo Wealth, LLC Institution | $541.5K 22.1K shares |
 Duncan Williams Asset Management, LLC RIA/Wealth | $346.6K 14.1K shares |
 Eqis Capital Management, Inc. RIA/Wealth | $262.3K 10.7K shares |
 CRA Financial Services, LLC RIA/Wealth | $245.4K 10.0K shares |
C Crews Bank & Trust Institution | $180.6K 7.4K shares |
B BRYN MAWR TRUST CO/PA Institution | $99.7K 4.1K shares |
Options Activity
Institutions with the largest Call and Put options positions in BSMP as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with BSMP as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
 Key FInancial Inc RIA/Wealth | 0.63% $3.4M |
O OneAscent Financial Services LLC RIA/Wealth | 0.41% $4.4M |
 ORBA Wealth Advisors, L.L.C. RIA/Wealth | 0.40% $490.5K |
P PRECEDENT WEALTH PARTNERS, LLC RIA/Wealth | 0.39% $1.7M |
0.39% $602.0K | |
0.37% $431.2K | |
Paulson Wealth Management Inc. RIA/Wealth | 0.30% $1.3M |
 WESPAC Advisors, LLC RIA/Wealth | 0.25% $425.0K |
 Astoria Portfolio Advisors LLC. Fund of Funds | 0.24% $768.1K |
 Horizons Wealth Management RIA/Wealth | 0.22% $325.5K |
Hedge Fund Spotlight
Discover hedge funds investing in BSMP
AQR CAPITAL MANAGEMENT LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerDavid Gary Kabiller
- Portfolio Value
- $156.17B
- Positions
- 3,453
- Last Reported
- Q3 2025
Sector Allocation
Position in Invesco BulletShares 2025 Municipal Bond
- Market Value
- $927.1K
- Shares Held
- 37.8K
- Portfolio Weight
- 0.00%
- Owned Since
- 2024-Q3
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Semiconductors Technology | $4.1B | 2.62% | |
Software - Infrastructure Technology | $3.2B | 2.05% | |
Consumer Electronics Technology | $2.8B | 1.76% |
