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Invesco BulletShares 2031 Municipal Bond ETF
BSMV

44 hedge funds and large institutions have $40M invested in Invesco BulletShares 2031 Municipal Bond ETF in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

83% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 12

10% more funds holding

Funds holding: 40 → 44 (+4)

3% more capital invested

Capital invested by funds: $38.8M → $40M (+$1.12M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

4.04% less ownership

Funds ownership: 67.5% → 63.46% (-4%)

Holders
44
Holders Change
+4
Holders Change %
+10%
% of All Funds
0.64%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
7
Increased
22
Reduced
12
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KFI
Key Financial Inc
Pennsylvania
+$547K
2
KAS
Kestra Advisory Services
Texas
+$398K
3
EFP
Envision Financial Planning
Tennessee
+$350K
4
LPL Financial
LPL Financial
California
+$319K
5
MLA
MB, Levis & Associates
Pennsylvania
+$259K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$901K
2
Citadel Advisors
Citadel Advisors
Florida
-$456K
3
Wells Fargo
Wells Fargo
California
-$189K
4
CA
CGN Advisors
Kansas
-$184K
5
Invesco
Invesco
Georgia
-$127K
Name Holding Trade Value Shares
Change 		Change in
Stake
AA
26
Addison Advisors
Vermont
$400K -$4.84K -230 -1%
BPA
27
Beacon Pointe Advisors
California
$385K +$52K +2,471 +16%
IWC
28
Integrated Wealth Concepts
Massachusetts
$365K +$2.84K +135 +0.8%
HSWS
29
Higgins & Schmidt Wealth Strategies
Colorado
$264K -$863 -41 -0.3%
UBS Group
30
UBS Group
Switzerland
$262K +$71.7K +3,407 +38%
ADL
31
Asset Dedication LLC
California
$261K +$33.2K +1,577 +15%
RJA
32
Raymond James & Associates
Florida
$228K +$229K +10,873 New
Stifel Financial
33
Stifel Financial
Missouri
$224K -$66.3K -3,150 -23%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$223K +$41.7K +1,982 +23%
JCM
35
Jacobi Capital Management
Pennsylvania
$214K +$215K +10,195 New
BFA
36
Bill Few Associates
Pennsylvania
$201K +$202K +9,605 New
HGA
37
Hobbs Group Advisors
South Carolina
$152K +$152K +7,233 New
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$107K -$52.2K -2,480 -33%
ACA
39
Aptus Capital Advisors
Alabama
$101K – – –
FCAS
40
First Command Advisory Services
Texas
$81.5K +$36.9K +1,754 +82%
BFEC
41
Benjamin F. Edwards & Company
Missouri
$74K +$3.11K +148 +4%
HNB
42
Huntington National Bank
Ohio
$50.3K – – –
Jones Financial Companies
43
Jones Financial Companies
Missouri
$28.2K +$28.3K +1,345 New
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$19.1K +$19.1K +909 New
CAL
45
Capital Analysts LLC
Pennsylvania
$10K +$9.99K +475 New
Citadel Advisors
46
Citadel Advisors
Florida
– -$456K -21,395 Closed
AWM
47
Avior Wealth Management
Nebraska
– -$87.8K -4,119 Closed
TRCT
48
Tower Research Capital (TRC)
New York
– -$2.15K -101 Closed
1
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BSMV Hedge Fund Activity: Q2 2024 in Review

44 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2031 Municipal Bond ETF (BSMV) for Q2 2024, worth a combined $40M — up 2.9% from $38.8M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new BSMV positions and 3 closed out — a net gain of 4 holders — while 22 added to existing stakes and 12 trimmed.

The largest buyer was Key Financial Inc, adding an estimated $547K. The largest seller was Jane Street, cutting an estimated $901K.

  • 44 institutional investors held Invesco BulletShares 2031 Municipal Bond ETF (BSMV) as of Q2 2024, up from 40 in Q1 2024.
  • Funds reported $40M of Invesco BulletShares 2031 Municipal Bond ETF stock for Q2 2024, up 2.9% quarter-over-quarter.
  • 7 funds opened new Invesco BulletShares 2031 Municipal Bond ETF positions in Q2 2024 and 3 closed out, a net change of +4 holders.
  • The largest Invesco BulletShares 2031 Municipal Bond ETF buyer in Q2 2024 was Key Financial Inc, an estimated $547K added.
  • The largest Invesco BulletShares 2031 Municipal Bond ETF seller in Q2 2024 was Jane Street, an estimated $901K sold.

Based on aggregated 13F filings for Q2 2024.