BSMV icon

Invesco BulletShares 2031 Municipal Bond ETF
BSMV

Overview Fund Activity

58 hedge funds and large institutions have $67.9M invested in Invesco BulletShares 2031 Municipal Bond ETF in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 31 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
-1
Holders Change %
-1.69%
% of All Funds
0.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
31
Reduced
17
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$1.11M
2
HBT
Hills Bank & Trust
Iowa
+$1.04M
3
MA
MONECO Advisors
Connecticut
+$683K
4
Morgan Stanley
Morgan Stanley
New York
+$678K
5
AUB
Atlantic Union Bankshares
Virginia
+$636K

Top Sellers

1
EFP
Envision Financial Planning
Tennessee
-$3.3M
2
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$642K
3
CA
CGN Advisors
Kansas
-$621K
4
AWM
Avior Wealth Management
Nebraska
-$593K
5
Wells Fargo
Wells Fargo
California
-$520K
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$856K -$18.9K -917 -2%
ADL
27
Asset Dedication LLC
California
$851K +$504K +24,441 +145%
VA
28
VestGen Advisors
Illinois
$848K +$50.5K +2,442 +6%
IWC
29
Integrated Wealth Concepts
Massachusetts
$795K +$1.49K +72 +0.2%
Stifel Financial
30
Stifel Financial
Missouri
$775K +$370K +17,921 +91%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$687K +$10.6K +515 +2%
Osaic Holdings
32
Osaic Holdings
Arizona
$656K -$219K -10,462 -25%
CA
33
CGN Advisors
Kansas
$581K -$621K -30,099 -52%
VVP
34
Venture Visionary Partners
Ohio
$578K +$30.6K +1,483 +6%
Wells Fargo
35
Wells Fargo
California
$559K -$520K -25,230 -48%
KOC
36
Koss-Olinger Consulting
Florida
$537K +$537K +26,048 New
SG
37
StoneX Group
New York
$506K -$130K -6,308 -20%
MWM
38
Marietta Wealth Management
Georgia
$502K +$502K +24,351 New
HNB
39
Huntington National Bank
Ohio
$490K -$492K – –
AA
40
Addison Advisors
Vermont
$483K +$16.8K +815 +4%
GCA
41
Gradient Capital Advisors
California
$406K – – –
CAPTRUST Financial Advisors
42
CAPTRUST Financial Advisors
North Carolina
$386K -$31.5K -1,528 -8%
UCFA
43
United Capital Financial Advisors
Texas
$357K +$158K +7,666 +79%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$315K +$136K +6,623 +76%
BPA
45
Beacon Pointe Advisors
California
$302K -$80.2K -3,887 -21%
JCM
46
Jacobi Capital Management
Pennsylvania
$285K +$60.3K +2,925 +27%
CBT
47
Crews Bank & Trust
Florida
$195K – – –
Jones Financial Companies
48
Jones Financial Companies
Missouri
$128K -$109K -5,294 -46%
LFG
49
Larson Financial Group
Missouri
$125K – – –
ACA
50
Aptus Capital Advisors
Alabama
$121K +$949 +46 +0.8%
1
2
3