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Invesco BulletShares 2031 Municipal Bond ETF
BSMV

Overview Fund Activity

50 hedge funds and large institutions have $47.3M invested in Invesco BulletShares 2031 Municipal Bond ETF in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 8 reducing their positions, and 0 closing their positions.

Holders
50
Holders Change
+6
Holders Change %
+13.64%
% of All Funds
0.72%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
27
Reduced
8
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$1.28M
2
Goldman Sachs
2
Goldman Sachs
New York
$1.24M
3
LPL Financial
3
LPL Financial
California
$4.05M
4
Bank of America
4
Bank of America
North Carolina
$3.57M
5
RJA
5
Raymond James & Associates
Florida
$1M

Top Sellers

1
CIM
1
Confluence Investment Management
Missouri
$5.66M
2
CICC
2
Capital Investment Counsel (Colorado)
Colorado
$270K
3
VVP
3
Venture Visionary Partners
Ohio
$614K
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$411K
5
Jane Street
5
Jane Street
New York
$1.46M
Name Market Value Shares Shares
Change 		Shares
Change %
AA
26
Addison Advisors
Vermont
$462K 21,665 +2,565 +13%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$450K 21,122 +21,122 New
GCA
28
Gradient Capital Advisors
California
$420K 19,704 – –
CAPTRUST Financial Advisors
29
CAPTRUST Financial Advisors
North Carolina
$411K 19,277 -9,961 -34%
BPA
30
Beacon Pointe Advisors
California
$402K 18,874 +491 +3%
IWC
31
Integrated Wealth Concepts
Massachusetts
$372K 17,444 +24 +0.1%
Stifel Financial
32
Stifel Financial
Missouri
$357K 16,747 +6,049 +57%
UBS Group
33
UBS Group
Switzerland
$344K 16,140 +3,651 +29%
HSWS
34
Higgins & Schmidt Wealth Strategies
Colorado
$288K 13,516 +942 +7%
ADL
35
Asset Dedication LLC
California
$277K 12,995 +550 +4%
CICC
36
Capital Investment Counsel (Colorado)
Colorado
$270K 12,671 -12,795 -50%
HGA
37
Hobbs Group Advisors
South Carolina
$253K 11,888 +4,655 +64%
JCM
38
Jacobi Capital Management
Pennsylvania
$248K 11,648 +1,453 +14%
AWM
39
Avior Wealth Management
Nebraska
$245K 11,513 +11,513 New
HNB
40
Huntington National Bank
Ohio
– – – –
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$226K 10,627 – –
BFA
42
Bill Few Associates
Pennsylvania
$205K 9,605 – –
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$108K 5,083 – –
ACA
44
Aptus Capital Advisors
Alabama
$102K 4,809 – –
FCAS
45
First Command Advisory Services
Texas
$82.8K 3,887 – –
Jones Financial Companies
46
Jones Financial Companies
Missouri
$43.8K 2,054 +709 +53%
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$19.5K 916 +7 +0.8%
CAL
48
Capital Analysts LLC
Pennsylvania
$10K 478 +3 +0.6%
AF
49
Advisornet Financial
Minnesota
$6.82K 320 +320 New
Fidelity Investments
50
Fidelity Investments
Massachusetts
$4.71K 221 +221 New
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