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Invesco BulletShares 2031 Municipal Bond ETF
BSMV

Overview Fund Activity

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.

Holders
58
Holders Change
+8
Holders Change %
+16%
% of All Funds
0.77%
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

1
AWM
1
Avior Wealth Management
Nebraska
$2.48M
2
Raymond James Financial
2
Raymond James Financial
Florida
$2.09M
3
LPL Financial
3
LPL Financial
California
$5.66M
4
FTUS
4
Flow Traders U.S.
New York
$1.19M
5
FNB
5
Farmers National Bank
Kentucky
$1.05M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
Jane Street
3
Jane Street
New York
$1.03M
4
CICC
4
Capital Investment Counsel (Colorado)
Colorado
$0
5
CIM
5
Confluence Investment Management
Missouri
$5.37M
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$652K 31,138 -1,383 -4%
UBS Group
27
UBS Group
Switzerland
$648K 30,957 +14,817 +92%
Osaic Holdings
28
Osaic Holdings
Arizona
$628K 30,018 +6,352 +27%
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$622K 29,710 +19,083 +180%
SG
30
StoneX Group
New York
$621K 29,672 +29,672 New
VVP
31
Venture Visionary Partners
Ohio
$566K 27,040 -1,779 -6%
AA
32
Addison Advisors
Vermont
$452K 21,600 -65 -0.3%
CAPTRUST Financial Advisors
33
CAPTRUST Financial Advisors
North Carolina
$414K 19,784 +507 +3%
GCA
34
Gradient Capital Advisors
California
$412K 19,704 – –
BPA
35
Beacon Pointe Advisors
California
$401K 19,149 +275 +1%
ADL
36
Asset Dedication LLC
California
$363K 17,365 +4,370 +34%
MML Investors Services
37
MML Investors Services
Massachusetts
$360K 17,217 +17,217 New
HGA
38
Hobbs Group Advisors
South Carolina
$331K 15,808 +3,920 +33%
Citadel Advisors
39
Citadel Advisors
Florida
$313K 14,955 +14,955 New
HNB
40
Huntington National Bank
Ohio
– – – –
Stifel Financial
41
Stifel Financial
Missouri
$275K 13,144 -3,603 -22%
JCM
42
Jacobi Capital Management
Pennsylvania
$258K 12,348 +700 +6%
HSWS
43
Higgins & Schmidt Wealth Strategies
Colorado
$233K 11,145 -2,371 -18%
BFA
44
Bill Few Associates
Pennsylvania
$201K 9,605 – –
CBT
45
Crews Bank & Trust
Florida
$198K 9,460 +9,460 New
Jones Financial Companies
46
Jones Financial Companies
Missouri
$194K 9,269 +7,215 +351%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$155K 7,390 +2,307 +45%
GFPC
48
Global Financial Private Client
Florida
$129K 6,155 +6,155 New
CF
49
Collier Financial
Colorado
$116K 5,520 +5,520 New
ACA
50
Aptus Capital Advisors
Alabama
$101K 4,809 – –
1
2
3