Invesco BulletShares 2033 Municipal Bond
BSSX • NASDAQ
Invesco BulletShares 2033 Municipal Bond is an exchange-traded fund on NASDAQ. As of Q3 2025, 59 institutional investors hold shares in this ETF, with total holdings valued at $61.1M. LPL Financial LLC is the largest holder with a position valued at $7.1M.
Overview
Overview of institutional ownership in BSSX as of Q3 2025
All Institutions
- Institutions
- 59
- Value Held
- $61.1M
- Shares Held
- 2.4M
- Avg Position
- $1.0M
- Median Position
- $485.4K
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $487.8K
- Shares Held
- 19.1K
- Avg Position
- $487.8K
- Median Position
- $487.8K
Biggest Investors
Institutions with the largest positions in BSSX as of Q3 2025
| Institution | Position Value |
|---|---|
L LPL Financial LLC Institution | $7.1M 0.00% of portfolio |
 CONFLUENCE INVESTMENT MANAGEMENT LLC Long Only Manager | $6.3M 0.09% of portfolio |
 Union Bankshares Corp Institution | $4.0M 0.08% of portfolio |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $3.9M 0.00% of portfolio |
 Sterling Financial Group, Inc. RIA/Wealth | $3.9M 1.25% of portfolio |
 Kestra Advisory Services, LLC RIA/Wealth | $3.5M 0.02% of portfolio |
 BANK OF AMERICA CORP /DE/ Institution | $2.6M 0.00% of portfolio |
 Envision Financial Planning, LLC RIA/Wealth | $2.5M 1.07% of portfolio |
F FLOW TRADERS U.S. LLC Institution | $2.5M 0.12% of portfolio |
 Invesco Ltd. ETF Provider | $1.9M 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for BSSX in Q3 2025
- Traded
- +$13.5M
- Buyers
- 43
- Sellers
- 12
- Total Bought
- +$15.5M
- Total Sold
- −$2.0M
- Avg Position
- $986.1K
Biggest Buyers
| Institution | Net Bought |
|---|---|
F FLOW TRADERS U.S. LLC Institution | +$2.5M +96.4K shares |
Envision Financial Planning, LLC RIA/Wealth | +$1.3M +51.3K shares |
Sterling Financial Group, Inc. RIA/Wealth | +$1.2M +46.9K shares |
L LPL Financial LLC Institution | +$895.0K +35.0K shares |
CONFLUENCE INVESTMENT MANAGEMENT LLC Long Only Manager | +$872.8K +34.2K shares |
H Hills Bank & Trust Co Institution | +$821.2K +32.1K shares |
P PRECEDENT WEALTH PARTNERS, LLC RIA/Wealth | +$615.5K +24.1K shares |
BANK OF AMERICA CORP /DE/ Institution | +$606.2K +23.7K shares |
 Clark Asset Management, LLC RIA/Wealth | +$504.5K +19.8K shares |
 HPM Partners LLC RIA/Wealth | +$500.5K +19.6K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 MB, LEVIS & ASSOCIATES, LLC RIA/Wealth | −$1.3M −53.8K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$271.1K −10.8K shares |
 MONECO Advisors, LLC RIA/Wealth | −$110.0K −4.3K shares |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | −$56.3K −2.2K shares |
R ROYAL BANK OF CANADA Institution | −$55.9K −2.2K shares |
 Bill Few Associates, Inc. RIA/Wealth | −$51.5K −2.0K shares |
A Advisor Group Holdings, Inc. Institution | −$34.1K −1.4K shares |
 INTL FCSTONE INC. Institution | −$22.5K −881.0 shares |
A AdvisorNet Financial, Inc Institution | −$6.5K −259.0 shares |
 ARMSTRONG ADVISORY GROUP, INC RIA/Wealth | −$2.6K −100.0 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited BSSX in Q3 2025
- New Positions
- 11
- New Value
- $3.5M
- Exited Positions
- 3
- Exited Value
- $1.6M
New Positions
| Institution | Position Value |
|---|---|
H Hills Bank & Trust Co Institution | $821.2K 32.1K shares |
Clark Asset Management, LLC RIA/Wealth | $504.5K 19.8K shares |
HPM Partners LLC RIA/Wealth | $500.5K 19.6K shares |
E ELEQUIN CAPITAL LP Hedge Fund•Multi-Strategy | $487.8K 19.1K shares |
 VIRTUE ASSET MANAGEMENT LLC RIA/Wealth | $295.9K 11.6K shares |
 UNITED CAPITAL FINANCIAL ADVISERS, LLC RIA/Wealth | $236.6K 9.3K shares |
 AMERIPRISE FINANCIAL INC Institution | $207.3K 8.1K shares |
 Equitable Holdings, Inc. Institution | $205.9K 8.1K shares |
 ORG Partners LLC RIA/Wealth | $140.5K 5.5K shares |
 Farther Finance Advisors, LLC RIA/Wealth | $133.3K 5.2K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
MB, LEVIS & ASSOCIATES, LLC RIA/Wealth | $1.3M 53.8K shares |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $271.1K 10.8K shares |
A AdvisorNet Financial, Inc Institution | $6.5K 259.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in BSSX 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 BSSX as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Sterling Financial Group, Inc. RIA/Wealth | 1.25% $3.9M |
Envision Financial Planning, LLC RIA/Wealth | 1.07% $2.5M |
P PRECEDENT WEALTH PARTNERS, LLC RIA/Wealth | 0.32% $1.4M |
VIRTUE ASSET MANAGEMENT LLC RIA/Wealth | 0.25% $295.9K |
 Tassel Capital Management, Inc. RIA/Wealth | 0.18% $287.9K |
 Opulen Financial Group LLC RIA/Wealth | 0.18% $242.7K |
 Key FInancial Inc RIA/Wealth | 0.16% $882.0K |
A Addison Advisors LLC Institution | 0.12% $535.0K |
F FLOW TRADERS U.S. LLC Institution | 0.12% $2.5M |
CONFLUENCE INVESTMENT MANAGEMENT LLC Long Only Manager | 0.09% $6.3M |
Hedge Fund Spotlight
Discover hedge funds investing in BSSX
E
ELEQUIN CAPITAL LP
Hedge Fund • Multi-Strategy
Portfolio ManagerPeter German Gutierrez
- Portfolio Value
- $864.9M
- Positions
- 104
- Last Reported
- Q3 2025
Sector Allocation
Position in Invesco BulletShares 2033 Municipal Bond
- Market Value
- $487.8K
- Shares Held
- 19.1K
- Portfolio Weight
- 0.06%
- Owned Since
- 2025-Q3
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Auto - Manufacturers Consumer Cyclical | $204.2M | 23.62% | |
Software - Infrastructure Technology | $77.7M | 8.98% | |
Semiconductors Technology | $56.6M | 6.54% |
