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Invesco BulletShares 2031 Municipal Bond ETF
BSMV

40 hedge funds and large institutions have $38.8M invested in Invesco BulletShares 2031 Municipal Bond ETF in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 21 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

133% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 9

12% more capital invested

Capital invested by funds: $34.7M → $38.8M (+$4.16M)

8% more funds holding

Funds holding: 37 → 40 (+3)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2.17% less ownership

Funds ownership: 69.67% → 67.5% (-2.2%)

Holders
40
Holders Change
+3
Holders Change %
+8.11%
% of All Funds
0.58%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
6
Increased
21
Reduced
9
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$1.76M
2
Jane Street
Jane Street
New York
+$1.22M
3
EH
Equitable Holdings
New York
+$749K
4
CICC
Capital Investment Counsel (Colorado)
Colorado
+$547K
5
Citadel Advisors
Citadel Advisors
Florida
+$459K

Top Sellers

Rank Fund Capital Flow
1
CA
CGN Advisors
Kansas
-$741K
2
Invesco
Invesco
Georgia
-$481K
3
Wells Fargo
Wells Fargo
California
-$289K
4
VVP
Venture Visionary Partners
Ohio
-$278K
5
VAS
Valicenti Advisory Services
New York
-$201K
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$380K +$87.5K +4,075 +30%
IWC
27
Integrated Wealth Concepts
Massachusetts
$368K +$25.4K +1,185 +7%
BPA
28
Beacon Pointe Advisors
California
$339K +$12.4K +577 +4%
Stifel Financial
29
Stifel Financial
Missouri
$295K +$2.38K +111 +0.8%
CAM
30
Clark Asset Management
New Hampshire
$274K +$1.74K +81 +0.6%
HSWS
31
Higgins & Schmidt Wealth Strategies
Colorado
$269K +$34.3K +1,596 +14%
ADL
32
Asset Dedication LLC
California
$231K +$59.2K +2,757 +34%
UBS Group
33
UBS Group
Switzerland
$194K -$40.4K -1,881 -17%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$184K +$4.66K +217 +3%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$161K +$4.18K +195 +3%
ACA
36
Aptus Capital Advisors
Alabama
$102K +$103K +4,809 New
AWM
37
Avior Wealth Management
Nebraska
$87.8K +$88.4K +4,119 New
BFEC
38
Benjamin F. Edwards & Company
Missouri
$72K – – –
FCAS
39
First Command Advisory Services
Texas
$45.5K +$45.8K +2,133 New
TRCT
40
Tower Research Capital (TRC)
New York
$2.15K – – –
VAS
41
Valicenti Advisory Services
New York
– -$201K -9,300 Closed
ASN
42
Advisory Services Network
Georgia
– -$17.1K -788 Closed
1
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BSMV Hedge Fund Activity: Q1 2024 in Review

40 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2031 Municipal Bond ETF (BSMV) for Q1 2024, worth a combined $38.8M — up 12% from $34.7M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new BSMV positions and 2 closed out — a net gain of 4 holders — while 21 added to existing stakes and 9 trimmed.

The largest buyer was LPL Financial, adding an estimated $1.76M. The largest seller was CGN Advisors, cutting an estimated $741K.

  • 40 institutional investors held Invesco BulletShares 2031 Municipal Bond ETF (BSMV) as of Q1 2024, up from 37 in Q4 2023.
  • Funds reported $38.8M of Invesco BulletShares 2031 Municipal Bond ETF stock for Q1 2024, up 12% quarter-over-quarter.
  • 6 funds opened new Invesco BulletShares 2031 Municipal Bond ETF positions in Q1 2024 and 2 closed out, a net change of +4 holders.
  • The largest Invesco BulletShares 2031 Municipal Bond ETF buyer in Q1 2024 was LPL Financial, an estimated $1.76M added.
  • The largest Invesco BulletShares 2031 Municipal Bond ETF seller in Q1 2024 was CGN Advisors, an estimated $741K sold.

Based on aggregated 13F filings for Q1 2024.