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Invesco BulletShares 2031 Municipal Bond ETF
BSMV

58 hedge funds and large institutions have $57.6M invested in Invesco BulletShares 2031 Municipal Bond ETF in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 3

155% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 11

22% more capital invested

Capital invested by funds: $47.3M → $57.6M (+$10.3M)

16% more funds holding

Funds holding: 50 → 58 (+8)

7.07% more ownership

Funds ownership: 61.38% → 68.44% (+7.1%)

Holders
58
Holders Change
+8
Holders Change %
+16%
% of All Funds
0.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
28
Reduced
11
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AWM
Avior Wealth Management
Nebraska
+$2.26M
2
LPL Financial
LPL Financial
California
+$1.7M
3
FTUS
Flow Traders U.S.
New York
+$1.2M
4
Lido Advisors
Lido Advisors
California
+$1.04M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$909K

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$1.24M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$450K
3
Jane Street
Jane Street
New York
-$413K
4
CICC
Capital Investment Counsel (Colorado)
Colorado
-$270K
5
CIM
Confluence Investment Management
Missouri
-$186K
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$652K -$29.2K -1,383 -4%
UBS Group
27
UBS Group
Switzerland
$648K +$313K +14,817 +92%
Osaic Holdings
28
Osaic Holdings
Arizona
$628K +$134K +6,352 +27%
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$622K +$403K +19,083 +180%
SG
30
StoneX Group
New York
$621K +$626K +29,672 New
VVP
31
Venture Visionary Partners
Ohio
$566K -$37.6K -1,779 -6%
AA
32
Addison Advisors
Vermont
$452K -$1.37K -65 -0.3%
CAPTRUST Financial Advisors
33
CAPTRUST Financial Advisors
North Carolina
$414K +$10.7K +507 +3%
GCA
34
Gradient Capital Advisors
California
$412K – – –
BPA
35
Beacon Pointe Advisors
California
$401K +$5.81K +275 +1%
ADL
36
Asset Dedication LLC
California
$363K +$92.3K +4,370 +34%
MML Investors Services
37
MML Investors Services
Massachusetts
$360K +$363K +17,217 New
HGA
38
Hobbs Group Advisors
South Carolina
$331K +$82.8K +3,920 +33%
Citadel Advisors
39
Citadel Advisors
Florida
$313K +$316K +14,955 New
HNB
40
Huntington National Bank
Ohio
$304K – – –
Stifel Financial
41
Stifel Financial
Missouri
$275K -$76.1K -3,603 -22%
JCM
42
Jacobi Capital Management
Pennsylvania
$258K +$14.8K +700 +6%
HSWS
43
Higgins & Schmidt Wealth Strategies
Colorado
$233K -$50.1K -2,371 -18%
BFA
44
Bill Few Associates
Pennsylvania
$201K – – –
CBT
45
Crews Bank & Trust
Florida
$198K +$200K +9,460 New
Jones Financial Companies
46
Jones Financial Companies
Missouri
$194K +$152K +7,215 +351%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$155K +$48.7K +2,307 +45%
GFPC
48
Global Financial Private Client
Florida
$129K +$130K +6,155 New
CF
49
Collier Financial
Colorado
$116K +$117K +5,520 New
ACA
50
Aptus Capital Advisors
Alabama
$101K – – –
1
2
3

BSMV Hedge Fund Activity: Q4 2024 in Review

58 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2031 Municipal Bond ETF (BSMV) for Q4 2024, worth a combined $57.6M — up 22% from $47.3M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new BSMV positions and 3 closed out — a net gain of 10 holders — while 28 added to existing stakes and 11 trimmed.

The largest buyer was Avior Wealth Management, adding an estimated $2.26M. The largest seller was Goldman Sachs, exiting entirely with an estimated $1.24M sold.

  • 58 institutional investors held Invesco BulletShares 2031 Municipal Bond ETF (BSMV) as of Q4 2024, up from 50 in Q3 2024.
  • Funds reported $57.6M of Invesco BulletShares 2031 Municipal Bond ETF stock for Q4 2024, up 22% quarter-over-quarter.
  • 13 funds opened new Invesco BulletShares 2031 Municipal Bond ETF positions in Q4 2024 and 3 closed out, a net change of +10 holders.
  • The largest Invesco BulletShares 2031 Municipal Bond ETF buyer in Q4 2024 was Avior Wealth Management, an estimated $2.26M added.
  • The largest Invesco BulletShares 2031 Municipal Bond ETF seller in Q4 2024 was Goldman Sachs, an estimated $1.24M sold.

Based on aggregated 13F filings for Q4 2024.