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Invesco BulletShares 2031 Municipal Bond ETF
BSMV

Overview Fund Activity

59 hedge funds and large institutions have $67.4M invested in Invesco BulletShares 2031 Municipal Bond ETF in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 34 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
59
Holders Change
+1
Holders Change %
+1.72%
% of All Funds
0.8%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
34
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AUB
Atlantic Union Bankshares
Virginia
+$2.69M
2
UBS Group
UBS Group
Switzerland
+$1.73M
3
LPL Financial
LPL Financial
California
+$1.48M
4
PWP
Precedent Wealth Partners
Texas
+$1.39M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$696K

Top Sellers

1
CIM
Confluence Investment Management
Missouri
-$2.34M
2
FTUS
Flow Traders U.S.
New York
-$1.19M
3
Citadel Advisors
Citadel Advisors
Florida
-$313K
4
HNB
Huntington National Bank
Ohio
-$304K
5
HSWS
Higgins & Schmidt Wealth Strategies
Colorado
-$233K
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$867K +$245K +11,816 +39%
EH
27
Equitable Holdings
New York
$810K +$87.8K +4,237 +12%
Jane Street
28
Jane Street
New York
$805K -$215K -10,349 -21%
VA
29
VestGen Advisors
Illinois
$799K +$799K +38,562 New
IWC
30
Integrated Wealth Concepts
Massachusetts
$798K -$160K -7,714 -17%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$680K +$34.9K +1,686 +5%
Toronto Dominion Bank
32
Toronto Dominion Bank
Ontario, Canada
$642K +$642K +30,952 New
SG
33
StoneX Group
New York
$640K +$24.5K +1,180 +4%
VVP
34
Venture Visionary Partners
Ohio
$550K -$10.4K -503 -2%
HNB
35
Huntington National Bank
Ohio
$492K -$304K – –
AA
36
Addison Advisors
Vermont
$469K +$21.4K +1,030 +5%
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$420K +$9.74K +470 +2%
GCA
38
Gradient Capital Advisors
California
$408K – – –
Stifel Financial
39
Stifel Financial
Missouri
$407K +$135K +6,507 +50%
BPA
40
Beacon Pointe Advisors
California
$384K -$12.8K -618 -3%
ADL
41
Asset Dedication LLC
California
$349K -$10.7K -517 -3%
HGA
42
Hobbs Group Advisors
South Carolina
$325K -$2.76K -133 -0.8%
Jones Financial Companies
43
Jones Financial Companies
Missouri
$238K +$46.7K +2,262 +24%
PFG
44
PAX Financial Group
Texas
$237K +$237K +11,422 New
JCM
45
Jacobi Capital Management
Pennsylvania
$226K -$30.4K -1,468 -12%
UCFA
46
United Capital Financial Advisors
Texas
$200K +$200K +9,668 New
CBT
47
Crews Bank & Trust
Florida
$196K – – –
Fidelity Investments
48
Fidelity Investments
Massachusetts
$194K +$190K +9,147 +4,315%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$180K +$26.7K +1,286 +17%
LFG
50
Larson Financial Group
Missouri
$126K +$126K +6,055 New
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