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Invesco BulletShares 2031 Municipal Bond ETF
BSMV

Overview Fund Activity

37 hedge funds and large institutions have $34.7M invested in Invesco BulletShares 2031 Municipal Bond ETF in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 17 increasing their positions, 5 reducing their positions, and 1 closing their positions.

Holders
37
Holders Change
+12
Holders Change %
+48%
% of All Funds
0.54%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
13
Increased
17
Reduced
5
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CIM
1
Confluence Investment Management
Missouri
$6.23M
2
KAS
2
Kestra Advisory Services
Texas
$1.17M
3
LPL Financial
3
LPL Financial
California
$1.05M
4
Bank of America
4
Bank of America
North Carolina
$2.72M
5
PWP
5
Precedent Wealth Partners
Texas
$814K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$1.84M
2
Jane Street
2
Jane Street
New York
$1.35M
3
VVP
3
Venture Visionary Partners
Ohio
$1.19M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$0
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$584K
Name Market Value Shares Shares
Change 		Shares
Change %
CAM
26
Clark Asset Management
New Hampshire
$276K 12,761 +12,761 New
RJFSA
27
Raymond James Financial Services Advisors
Florida
$245K 11,317 +11,317 New
HSWS
28
Higgins & Schmidt Wealth Strategies
Colorado
$238K 11,019 +11,019 New
UBS Group
29
UBS Group
Switzerland
$237K 10,963 +5,353 +95%
VAS
30
Valicenti Advisory Services
New York
$201K 9,300 +9,300 New
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$182K 8,428 +66 +0.8%
ADL
32
Asset Dedication LLC
California
$174K 8,111 +3,860 +91%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$159K 7,368 +1,297 +21%
HGA
34
Hobbs Group Advisors
South Carolina
$105K 4,861 +4,861 New
BFEC
35
Benjamin F. Edwards & Company
Missouri
$73K 3,380 +109 +3%
ASN
36
Advisory Services Network
Georgia
$17.1K 788 +788 New
TRCT
37
Tower Research Capital (TRC)
New York
$2.19K 101 +101 New
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
– – -1,999 Closed
CFGS
39
Concourse Financial Group Securities
Alabama
– – – –
1
2