Invesco BulletShares 2031 Municipal Bond ETF
BSMV
25 hedge funds and large institutions have $20.5M invested in Invesco BulletShares 2031 Municipal Bond ETF in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 16 increasing their positions, 2 reducing their positions, and 3 closing their positions.
700% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 2
17% more capital invested
Capital invested by funds: $17.5M → $20.5M (+$2.99M)
4.2% more ownership
Funds ownership: 68.85% → 73.05% (+4.2%)
0% more funds holding
Funds holding: 25 → 25 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$1.47M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$699K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$248K |
| 4 |
CA
CGN Advisors
Manhattan,
Kansas
|
+$163K |
| 5 |
Invesco
Atlanta,
Georgia
|
+$151K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.8M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$447K |
| 3 |
CPC
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
|
-$229K |
| 4 |
CAM
Clark Asset Management
Stratham,
New Hampshire
|
-$208K |
| 5 |
VVP
Venture Visionary Partners
Sylvania,
Ohio
|
-$4.83K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$447K | -21,119 | Closed |
|
|
CPC
27
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
| – | -$229K | -10,829 | Closed |
|
|
CAM
28
Clark Asset Management
Stratham,
New Hampshire
| – | -$208K | -9,847 | Closed |
|
BSMV Hedge Fund Activity: Q3 2023 in Review
25 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2031 Municipal Bond ETF (BSMV) for Q3 2023, worth a combined $20.5M — up 17% from $17.5M a quarter earlier.
Fund positioning in BSMV was balanced in Q3 2023: 3 funds opened new positions, 3 closed out, 16 added to existing stakes and 2 trimmed.
The largest buyer was Wells Fargo, adding an estimated $1.47M. The largest seller was Jane Street, cutting an estimated $1.8M.
- 25 institutional investors held Invesco BulletShares 2031 Municipal Bond ETF (BSMV) as of Q3 2023, unchanged from Q2 2023.
- Funds reported $20.5M of Invesco BulletShares 2031 Municipal Bond ETF stock for Q3 2023, up 17% quarter-over-quarter.
- 3 funds opened new Invesco BulletShares 2031 Municipal Bond ETF positions in Q3 2023 and 3 closed out, a net change of 0 holders.
- The largest Invesco BulletShares 2031 Municipal Bond ETF buyer in Q3 2023 was Wells Fargo, an estimated $1.47M added.
- The largest Invesco BulletShares 2031 Municipal Bond ETF seller in Q3 2023 was Jane Street, an estimated $1.8M sold.
Based on aggregated 13F filings for Q3 2023.