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Invesco BulletShares 2031 Municipal Bond ETF
BSMV

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.

New
Increased
Maintained
Reduced
Closed

238% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 8

18% more capital invested

Capital invested by funds: $40M → $47.3M (+$7.35M)

14% more funds holding

Funds holding: 44 → 50 (+6)

2.08% less ownership

Funds ownership: 63.46% → 61.38% (-2.1%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

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

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
+$1.27M
2
Goldman Sachs
Goldman Sachs
New York
+$1.23M
3
LPL Financial
LPL Financial
California
+$937K
4
Bank of America
Bank of America
North Carolina
+$882K
5
RJA
Raymond James & Associates
Florida
+$767K

Top Sellers

Rank Fund Capital Flow
1
CIM
Confluence Investment Management
Missouri
-$359K
2
CICC
Capital Investment Counsel (Colorado)
Colorado
-$271K
3
VVP
Venture Visionary Partners
Ohio
-$242K
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$211K
5
Jane Street
Jane Street
New York
-$158K
Name Holding Trade Value Shares
Change 		Change in
Stake
AA
26
Addison Advisors
Vermont
$462K +$54.4K +2,565 +13%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$450K +$448K +21,122 New
GCA
28
Gradient Capital Advisors
California
$420K – – –
CAPTRUST Financial Advisors
29
CAPTRUST Financial Advisors
North Carolina
$411K -$211K -9,961 -34%
BPA
30
Beacon Pointe Advisors
California
$402K +$10.4K +491 +3%
IWC
31
Integrated Wealth Concepts
Massachusetts
$372K +$509 +24 +0.1%
Stifel Financial
32
Stifel Financial
Missouri
$357K +$128K +6,049 +57%
UBS Group
33
UBS Group
Switzerland
$344K +$77.4K +3,651 +29%
HSWS
34
Higgins & Schmidt Wealth Strategies
Colorado
$288K +$20K +942 +7%
ADL
35
Asset Dedication LLC
California
$277K +$11.7K +550 +4%
CICC
36
Capital Investment Counsel (Colorado)
Colorado
$270K -$271K -12,795 -50%
HGA
37
Hobbs Group Advisors
South Carolina
$253K +$98.7K +4,655 +64%
JCM
38
Jacobi Capital Management
Pennsylvania
$248K +$30.8K +1,453 +14%
AWM
39
Avior Wealth Management
Nebraska
$245K +$244K +11,513 New
HNB
40
Huntington National Bank
Ohio
$232K – – –
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$226K – – –
BFA
42
Bill Few Associates
Pennsylvania
$205K – – –
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$108K – – –
ACA
44
Aptus Capital Advisors
Alabama
$102K – – –
FCAS
45
First Command Advisory Services
Texas
$82.8K – – –
Jones Financial Companies
46
Jones Financial Companies
Missouri
$43.8K +$15K +709 +53%
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$19.5K +$148 +7 +0.8%
CAL
48
Capital Analysts LLC
Pennsylvania
$10K +$64 +3 +0.6%
AF
49
Advisornet Financial
Minnesota
$6.82K +$6.78K +320 New
Fidelity Investments
50
Fidelity Investments
Massachusetts
$4.71K +$4.68K +221 New
1
2
3

BSMV Hedge Fund Activity: Q3 2024 in Review

50 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2031 Municipal Bond ETF (BSMV) for Q3 2024, worth a combined $47.3M — up 18% from $40M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new BSMV positions and 0 closed out — a net gain of 8 holders — while 27 added to existing stakes and 8 trimmed.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $1.27M. The largest seller was Confluence Investment Management, cutting an estimated $359K.

  • 50 institutional investors held Invesco BulletShares 2031 Municipal Bond ETF (BSMV) as of Q3 2024, up from 44 in Q2 2024.
  • Funds reported $47.3M of Invesco BulletShares 2031 Municipal Bond ETF stock for Q3 2024, up 18% quarter-over-quarter.
  • 8 funds opened new Invesco BulletShares 2031 Municipal Bond ETF positions in Q3 2024 and 0 closed out, a net change of +8 holders.
  • The largest Invesco BulletShares 2031 Municipal Bond ETF buyer in Q3 2024 was HighTower Advisors, an estimated $1.27M added.
  • The largest Invesco BulletShares 2031 Municipal Bond ETF seller in Q3 2024 was Confluence Investment Management, an estimated $359K sold.

Based on aggregated 13F filings for Q3 2024.