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Invesco BulletShares 2031 Municipal Bond ETF
BSMV

Overview Fund Activity

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.

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

1
KFI
1
Key Financial Inc
Pennsylvania
$2.4M
2
KAS
2
Kestra Advisory Services
Texas
$1.61M
3
EFP
3
Envision Financial Planning
Tennessee
$4.2M
4
LPL Financial
4
LPL Financial
California
$3.06M
5
MLA
5
MB, Levis & Associates
Pennsylvania
$1.06M

Top Sellers

1
Jane Street
1
Jane Street
New York
$1.6M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
Wells Fargo
3
Wells Fargo
California
$1.31M
4
CA
4
CGN Advisors
Kansas
$1.28M
5
Invesco
5
Invesco
Georgia
$1.61M
Name Market Value Shares Shares
Change 		Shares
Change %
AA
26
Addison Advisors
Vermont
$400K 19,100 -230 -1%
BPA
27
Beacon Pointe Advisors
California
$385K 18,383 +2,471 +16%
IWC
28
Integrated Wealth Concepts
Massachusetts
$365K 17,420 +135 +0.8%
HSWS
29
Higgins & Schmidt Wealth Strategies
Colorado
$264K 12,574 -41 -0.3%
UBS Group
30
UBS Group
Switzerland
$262K 12,489 +3,407 +38%
ADL
31
Asset Dedication LLC
California
$261K 12,445 +1,577 +15%
RJA
32
Raymond James & Associates
Florida
$228K 10,873 +10,873 New
Stifel Financial
33
Stifel Financial
Missouri
$224K 10,698 -3,150 -23%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$223K 10,627 +1,982 +23%
JCM
35
Jacobi Capital Management
Pennsylvania
$214K 10,195 +10,195 New
BFA
36
Bill Few Associates
Pennsylvania
$201K 9,605 +9,605 New
HGA
37
Hobbs Group Advisors
South Carolina
$152K 7,233 +7,233 New
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$107K 5,083 -2,480 -33%
ACA
39
Aptus Capital Advisors
Alabama
$101K 4,809 – –
FCAS
40
First Command Advisory Services
Texas
$81.5K 3,887 +1,754 +82%
BFEC
41
Benjamin F. Edwards & Company
Missouri
$74K 3,528 +148 +4%
HNB
42
Huntington National Bank
Ohio
– – – –
Jones Financial Companies
43
Jones Financial Companies
Missouri
$28.2K 1,345 +1,345 New
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$19.1K 909 +909 New
CAL
45
Capital Analysts LLC
Pennsylvania
$10K 475 +475 New
Citadel Advisors
46
Citadel Advisors
Florida
– – -21,395 Closed
AWM
47
Avior Wealth Management
Nebraska
– – -4,119 Closed
TRCT
48
Tower Research Capital (TRC)
New York
– – -101 Closed
CFGS
49
Concourse Financial Group Securities
Alabama
– – – –
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