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Invesco BulletShares (R) 2025 Municipal Bond ETF (BSMP)
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Upturn Advisory Summary
04/01/2025: BSMP (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 2.18% | Avg. Invested days 57 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 48838 | Beta 0.44 | 52 Weeks Range 23.55 - 24.61 | Updated Date 04/1/2025 |
52 Weeks Range 23.55 - 24.61 | Updated Date 04/1/2025 |
Upturn AI SWOT
Invesco BulletShares (R) 2025 Municipal Bond ETF
ETF Overview
Overview
The Invesco BulletShares (R) 2025 Municipal Bond ETF (BSCV) provides exposure to a portfolio of U.S. municipal bonds with a target maturity date of 2025. The ETF aims to provide a predictable stream of income and return of principal at the target maturity date. It focuses on the municipal bond sector with a laddered maturity approach.
Reputation and Reliability
Invesco is a well-established global investment management firm with a strong reputation for providing a wide range of investment solutions.
Management Expertise
Invesco has a dedicated team of fixed income professionals with extensive experience in managing municipal bond portfolios.
Investment Objective
Goal
The ETF seeks to provide investment results that correspond to the price and yield performance of the S&P AMT-Free Municipal Series 2025 Index.
Investment Approach and Strategy
Strategy: The ETF employs a passive investment strategy, attempting to replicate the S&P AMT-Free Municipal Series 2025 Index. This index comprises municipal bonds maturing in the year 2025.
Composition The ETF holds a portfolio of municipal bonds. These are generally tax-exempt debt obligations issued by state and local governments.
Market Position
Market Share: BSCV's market share within the defined maturity municipal bond ETF niche is noteworthy, though specific data is dynamic.
Total Net Assets (AUM): 47370000
Competitors
Key Competitors
- iShares iBonds Dec 2025 Term Muni Bd ETF (IBMJ)
Competitive Landscape
The competitive landscape includes other target maturity municipal bond ETFs. BSCV's advantage is its Invesco's brand recognition; however, it must compete on expense ratios and tracking accuracy with its competitors.
Financial Performance
Historical Performance: Historical performance data should be reviewed directly from the Invesco website or financial data providers.
Benchmark Comparison: The ETF's performance can be compared to the S&P AMT-Free Municipal Series 2025 Index. It should be considered that tracking error is possible.
Expense Ratio: 0.24
Liquidity
Average Trading Volume
The ETF's average trading volume can be found on financial websites but may vary.
Bid-Ask Spread
The bid-ask spread can be seen on financial sites and fluctuates with market conditions.
Market Dynamics
Market Environment Factors
Economic indicators like interest rates, inflation, and state and local government finances influence BSCV. The tax-exempt status of municipal bonds makes them attractive in certain tax environments.
Growth Trajectory
BSCV's growth trajectory depends on interest rates, the demand for tax-exempt income, and the supply of new municipal bonds.
Moat and Competitive Advantages
Competitive Edge
BSCV's competitive advantage lies in its target maturity date, providing investors with a defined endpoint for their investment. The fund offers a predictable stream of income from municipal bonds. Investors benefit from diversification within the municipal bond sector. The ETF's structure provides liquidity.
Risk Analysis
Volatility
BSCV's volatility is influenced by interest rate sensitivity and credit risk within the municipal bond market. Lower rated or unrated bonds can lead to higher volatility.
Market Risk
The market risks associated with BSCV include interest rate risk, credit risk (default risk of the municipal bond issuers), and liquidity risk. General economic downturns could affect municipal bond values.
Investor Profile
Ideal Investor Profile
The ideal investor is seeking tax-exempt income and desires a defined maturity date for their investment. BSCV is attractive to individuals in higher tax brackets looking to minimize their tax liabilities.
Market Risk
BSCV is suitable for long-term investors who want a predictable income stream and return of principal at a specific date. It's a good option for passive investors.
Summary
The Invesco BulletShares (R) 2025 Municipal Bond ETF (BSCV) is a target maturity municipal bond ETF. It offers a predictable income stream and return of principal in 2025. Investors can benefit from tax-exempt income, and the fund serves as a useful tool for income portfolio laddering. Interest rate risk and credit risk are the primary factors that can negatively affect the value of the fund.
Similar Companies
Sources and Disclaimers
Data Sources:
- Invesco Website
- SEC Filings
- Financial Data Providers (e.g., Bloomberg, Yahoo Finance)
- S&P Dow Jones Indices
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual circumstances and consultation with a financial advisor. Market share data may not be readily available and is subject to change. Performance data is not a guarantee of future results.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Invesco BulletShares (R) 2025 Municipal Bond ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund generally will invest at least 80% of its total assets in securities that comprise the underlying index. The underlying index seeks to measure the performance of a portfolio of U.S. dollar-denominated investment-grade municipal bonds with maturities or, in some cases, "effective maturities," in the year 2025 (collectively, "2025 Bonds").
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