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Invesco BulletShares 2031 Municipal Bond ETF
BSMV

Overview Fund Activity

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.

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

1
LPL Financial
1
LPL Financial
California
$2.78M
2
Jane Street
2
Jane Street
New York
$2.54M
3
EH
3
Equitable Holdings
New York
$744K
4
CICC
4
Capital Investment Counsel (Colorado)
Colorado
$543K
5
Citadel Advisors
5
Citadel Advisors
Florida
$456K

Top Sellers

1
CA
1
CGN Advisors
Kansas
$1.49M
2
Invesco
2
Invesco
Georgia
$1.77M
3
Wells Fargo
3
Wells Fargo
California
$1.52M
4
VVP
4
Venture Visionary Partners
Ohio
$897K
5
VAS
5
Valicenti Advisory Services
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$380K +$86.8K +4,075 +30%
IWC
27
Integrated Wealth Concepts
Massachusetts
$368K +$25.3K +1,185 +7%
BPA
28
Beacon Pointe Advisors
California
$339K +$12.3K +577 +4%
Stifel Financial
29
Stifel Financial
Missouri
$295K +$2.37K +111 +0.8%
CAM
30
Clark Asset Management
New Hampshire
$274K +$1.73K +81 +0.6%
HSWS
31
Higgins & Schmidt Wealth Strategies
Colorado
$269K +$34K +1,596 +14%
ADL
32
Asset Dedication LLC
California
$231K +$58.6K +2,757 +34%
UBS Group
33
UBS Group
Switzerland
$194K -$40.1K -1,881 -17%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$184K +$4.62K +217 +3%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$161K +$4.15K +195 +3%
ACA
36
Aptus Capital Advisors
Alabama
$102K +$102K +4,809 New
AWM
37
Avior Wealth Management
Nebraska
$87.8K +$87.8K +4,119 New
BFEC
38
Benjamin F. Edwards & Company
Missouri
$72K – – –
FCAS
39
First Command Advisory Services
Texas
$45.5K +$45.5K +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
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