We are live on ! Find out more
BSMV icon

Invesco BulletShares 2031 Municipal Bond ETF
BSMV

78 hedge funds and large institutions have $122M invested in Invesco BulletShares 2031 Municipal Bond ETF in 2026 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 43 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

207% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 14

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

9% more capital invested

Capital invested by funds: $112M → $122M (+$10M)

3% more funds holding

Funds holding: 76 → 78 (+2)

4.04% less ownership

Funds ownership: 72.45% → 68.41% (-4%)

Holders
78
Holders Change
+2
Holders Change %
+2.63%
% of All Funds
0.96%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
43
Reduced
14
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CIM
Confluence Investment Management
Missouri
+$3.33M
2
HighTower Advisors
HighTower Advisors
Illinois
+$1.74M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.35M
4
LPT
Legacy Private Trust
Wisconsin
+$1.28M
5
CCW
Coastline Complete Wealth
South Carolina
+$1.27M

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$2.87M
2
EC
Elequin Capital
New York
-$1.54M
3
KOC
Koss-Olinger Consulting
Florida
-$551K
4
FTUS
Flow Traders U.S.
New York
-$546K
5
Cerity Partners
Cerity Partners
New York
-$514K
Name Holding Trade Value Shares
Change 		Change in
Stake
HBT
1
Hills Bank & Trust
Iowa
$10M +$808K +38,063 +9%
CIM
2
Confluence Investment Management
Missouri
$6.5M +$3.33M +156,943 +102%
HighTower Advisors
3
HighTower Advisors
Illinois
$6.32M +$1.74M +82,178 +37%
Morgan Stanley
4
Morgan Stanley
New York
$5.37M +$220K +10,367 +4%
LPL Financial
5
LPL Financial
California
$5.33M -$2.87M -135,131 -35%
UBS Group
6
UBS Group
Switzerland
$4.89M +$1.06M +49,730 +27%
Bank of America
7
Bank of America
North Carolina
$4.87M +$1.08M +50,753 +28%
AWM
8
Avior Wealth Management
Nebraska
$4.66M +$1.04M +48,925 +28%
Invesco
9
Invesco
Georgia
$4.28M -$127K -5,999 -3%
PWP
10
Precedent Wealth Partners
Texas
$4.22M +$256K +12,074 +6%
Lido Advisors
11
Lido Advisors
California
$4.09M – – –
Raymond James Financial
12
Raymond James Financial
Florida
$4.02M +$72.6K +3,422 +2%
CVA
13
Central Valley Advisors
California
$3.94M -$56.1K -2,643 -1%
AUB
14
Atlantic Union Bankshares
Virginia
$3.93M +$385K +18,138 +11%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$2.96M +$1.35M +63,379 +81%
MA
16
MONECO Advisors
Connecticut
$2.81M +$505K +23,806 +21%
EFP
17
Envision Financial Planning
Tennessee
$2.3M +$81.5K +3,840 +4%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$2.27M +$50.5K +2,378 +2%
KFI
19
Key Financial Inc
Pennsylvania
$2.21M -$394K -18,575 -15%
PWM
20
Parkway Wealth Management
Texas
$2.14M +$185K +8,710 +9%
CAM
21
Clark Asset Management
New Hampshire
$1.94M +$541K +25,502 +38%
KAS
22
Kestra Advisory Services
Texas
$1.91M +$18.2K +856 +0.9%
Stifel Financial
23
Stifel Financial
Missouri
$1.78M +$366K +17,238 +25%
Osaic Holdings
24
Osaic Holdings
Arizona
$1.7M +$457K +21,509 +36%
CSP
25
Cary Street Partners
Virginia
$1.57M +$711K +33,510 +81%
1
2 3 4

BSMV Hedge Fund Activity: Q1 2026 in Review

78 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2031 Municipal Bond ETF (BSMV) for Q1 2026, worth a combined $122M — up 8.9% from $112M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new BSMV positions and 7 closed out — a net gain of 3 holders — while 43 added to existing stakes and 14 trimmed.

The largest buyer was Confluence Investment Management, adding an estimated $3.33M. The largest seller was LPL Financial, cutting an estimated $2.87M.

  • 78 institutional investors held Invesco BulletShares 2031 Municipal Bond ETF (BSMV) as of Q1 2026, up from 76 in Q4 2025.
  • Funds reported $122M of Invesco BulletShares 2031 Municipal Bond ETF stock for Q1 2026, up 8.9% quarter-over-quarter.
  • 10 funds opened new Invesco BulletShares 2031 Municipal Bond ETF positions in Q1 2026 and 7 closed out, a net change of +3 holders.
  • The largest Invesco BulletShares 2031 Municipal Bond ETF buyer in Q1 2026 was Confluence Investment Management, an estimated $3.33M added.
  • The largest Invesco BulletShares 2031 Municipal Bond ETF seller in Q1 2026 was LPL Financial, an estimated $2.87M sold.

Based on aggregated 13F filings for Q1 2026.