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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
CCW
26
Coastline Complete Wealth
South Carolina
$1.5M +$1.27M +59,695 +492%
Jane Street
27
Jane Street
New York
$1.38M +$142K +6,707 +11%
Focus Partners Wealth
28
Focus Partners Wealth
Massachusetts
$1.35M +$62.9K +2,961 +5%
LPT
29
Legacy Private Trust
Wisconsin
$1.26M +$1.28M +60,463 New
FNB
30
Farmers National Bank
Kentucky
$1.18M +$14.9K +703 +1%
Wells Fargo
31
Wells Fargo
California
$1.17M +$178K +8,404 +18%
UCFA
32
United Capital Financial Advisors
Texas
$1.17M +$341K +16,083 +40%
FTUS
33
Flow Traders U.S.
New York
$1.07M -$546K -25,717 -33%
MML Investors Services
34
MML Investors Services
Massachusetts
$1.04M -$175K -8,222 -14%
EH
35
Equitable Holdings
New York
$1.04M +$70.6K +3,325 +7%
HNB
36
Huntington National Bank
Ohio
$1M – – –
IWC
37
Integrated Wealth Concepts
Massachusetts
$922K +$204K +9,628 +28%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$873K +$133K +6,282 +18%
VA
39
VestGen Advisors
Illinois
$859K +$28K +1,320 +3%
MWM
40
Marietta Wealth Management
Georgia
$710K – – –
CAPTRUST Financial Advisors
41
CAPTRUST Financial Advisors
North Carolina
$663K +$15.8K +745 +2%
SFA
42
Sequoia Financial Advisors
Ohio
$605K -$155K -7,295 -20%
ADL
43
Asset Dedication LLC
California
$580K -$452K -21,310 -43%
BEI
44
Benjamin Edwards Inc
Missouri
$560K +$9.89K +466 +2%
Jones Financial Companies
45
Jones Financial Companies
Missouri
$518K +$167K +7,868 +46%
AA
46
Addison Advisors
Vermont
$495K +$29.4K +1,384 +6%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$434K +$44.8K +2,109 +11%
JCM
48
Jacobi Capital Management
Pennsylvania
$422K +$2.65K +125 +0.6%
GCA
49
Gradient Capital Advisors
California
$411K – – –
VVP
50
Venture Visionary Partners
Ohio
$380K -$97.2K -4,579 -20%
1
2
3 4

BSMV Hedge Fund Activity: Q1 2026 in Review

78 of the 8,127 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.