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Invesco BulletShares 2031 Municipal Bond ETF
BSMV

Overview Fund Activity

58 hedge funds and large institutions have $67.9M invested in Invesco BulletShares 2031 Municipal Bond ETF in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 31 increasing their positions, 17 reducing their positions, and 4 closing their positions.

Holders
58
Holders Change
-1
Holders Change %
-1.69%
% of All Funds
0.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
31
Reduced
17
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$1.91M
2
HBT
2
Hills Bank & Trust
Iowa
$1.04M
3
MA
3
MONECO Advisors
Connecticut
$2.09M
4
Morgan Stanley
4
Morgan Stanley
New York
$2.18M
5
AUB
5
Atlantic Union Bankshares
Virginia
$3.32M

Top Sellers

1
EFP
1
Envision Financial Planning
Tennessee
$1.05M
2
Toronto Dominion Bank
2
Toronto Dominion Bank
Ontario, Canada
$0
3
CA
3
CGN Advisors
Kansas
$581K
4
AWM
4
Avior Wealth Management
Nebraska
$2.43M
5
Wells Fargo
5
Wells Fargo
California
$559K
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$6.82M 330,576 -11,235 -3%
Bank of America
2
Bank of America
North Carolina
$3.82M 185,369 +1,320 +0.7%
Invesco
3
Invesco
Georgia
$3.65M 177,165 +17,312 +11%
AUB
4
Atlantic Union Bankshares
Virginia
$3.32M 160,769 +30,866 +24%
PWP
5
Precedent Wealth Partners
Texas
$3.24M 156,969 +15,574 +11%
CIM
6
Confluence Investment Management
Missouri
$2.89M 139,940 -3,765 -3%
UBS Group
7
UBS Group
Switzerland
$2.73M 132,235 +17,587 +15%
KFI
8
Key Financial Inc
Pennsylvania
$2.5M 121,289 +1,000 +0.8%
Raymond James Financial
9
Raymond James Financial
Florida
$2.46M 119,087 +12,568 +12%
AWM
10
Avior Wealth Management
Nebraska
$2.43M 117,644 -28,749 -20%
Morgan Stanley
11
Morgan Stanley
New York
$2.18M 105,613 +32,903 +45%
MA
12
MONECO Advisors
Connecticut
$2.09M 101,547 +33,129 +48%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$1.99M 96,551 -10,134 -9%
Jane Street
14
Jane Street
New York
$1.91M 92,818 +53,994 +139%
Lido Advisors
15
Lido Advisors
California
$1.78M 86,500 +19,300 +29%
KAS
16
Kestra Advisory Services
Texas
$1.67M 81,118 +1,727 +2%
MLA
17
MB, Levis & Associates
Pennsylvania
$1.29M 62,646 +587 +0.9%
HighTower Advisors
18
HighTower Advisors
Illinois
$1.29M 62,636 -1,562 -2%
SFG
19
Sterling Financial Group
California
$1.1M 53,290 -500 -0.9%
FNB
20
Farmers National Bank
Kentucky
$1.08M 52,138 +593 +1%
EFP
21
Envision Financial Planning
Tennessee
$1.05M 50,743 -160,162 -76%
HBT
22
Hills Bank & Trust
Iowa
$1.04M 50,511 +50,511 New
MML Investors Services
23
MML Investors Services
Massachusetts
$1.01M 48,725 +6,061 +14%
CAM
24
Clark Asset Management
New Hampshire
$999K 48,434 +3,904 +9%
EH
25
Equitable Holdings
New York
$914K 44,336 +5,268 +13%
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