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Invesco BulletShares 2031 Municipal Bond ETF

58 hedge funds and large institutions have $68.2M invested in Invesco BulletShares 2031 Municipal Bond ETF in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 32 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 16

1% more capital invested

Capital invested by funds: $67.4M → $68.2M (+$853K)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

0.18% less ownership

Funds ownership: 67.2%67.02% (-0.18%)

2% less funds holding

Funds holding: 5958 (-1)

Holders
58
Holders Change
-1
Holders Change %
-1.69%
% of All Funds
0.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
32
Reduced
16
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EH
26
Equitable Holdings
New York
$914K +$108K +5,268 +13%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$856K -$18.8K -917 -2%
ADL
28
Asset Dedication LLC
California
$851K +$500K +24,441 +145%
VA
29
VestGen Advisors
Illinois
$848K +$50K +2,442 +6%
IWC
30
Integrated Wealth Concepts
Massachusetts
$795K +$1.47K +72 +0.2%
Stifel Financial
31
Stifel Financial
Missouri
$775K +$367K +17,921 +91%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$687K +$10.5K +515 +2%
CA
33
CGN Advisors
Kansas
$581K -$616K -30,099 -52%
VVP
34
Venture Visionary Partners
Ohio
$578K +$30.4K +1,483 +6%
Wells Fargo
35
Wells Fargo
California
$559K -$516K -25,230 -48%
KOC
36
Koss-Olinger Consulting
Florida
$537K +$533K +26,048 New
SG
37
StoneX Group
New York
$506K -$129K -6,308 -20%
MWM
38
Marietta Wealth Management
Georgia
$502K +$498K +24,351 New
HNB
39
Huntington National Bank
Ohio
$490K
AA
40
Addison Advisors
Vermont
$483K +$16.7K +815 +4%
GCA
41
Gradient Capital Advisors
California
$406K
CAPTRUST Financial Advisors
42
CAPTRUST Financial Advisors
North Carolina
$386K -$31.3K -1,528 -8%
UCFA
43
United Capital Financial Advisors
Texas
$357K +$157K +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 -$79.6K -3,887 -21%
JCM
46
Jacobi Capital Management
Pennsylvania
$285K +$59.9K +2,925 +27%
CBT
47
Crews Bank & Trust
Florida
$195K
Jones Financial Companies
48
Jones Financial Companies
Missouri
$128K -$108K -5,294 -46%
LFG
49
Larson Financial Group
Missouri
$125K
ACA
50
Aptus Capital Advisors
Alabama
$121K +$942 +46 +0.8%

BSMV Hedge Fund Activity: Q2 2025 in Review

58 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2031 Municipal Bond ETF (BSMV) for Q2 2025, worth a combined $68.2M — up 1.3% from $67.4M a quarter earlier.

Fund positioning in BSMV was balanced in Q2 2025: 4 funds opened new positions, 4 closed out, 32 added to existing stakes and 16 trimmed.

The largest buyer was Jane Street, adding an estimated $1.11M. The largest seller was Envision Financial Planning, cutting an estimated $3.28M.

  • 58 institutional investors held Invesco BulletShares 2031 Municipal Bond ETF (BSMV) as of Q2 2025, down from 59 in Q1 2025.
  • Funds reported $68.2M of Invesco BulletShares 2031 Municipal Bond ETF stock for Q2 2025, up 1.3% quarter-over-quarter.
  • 4 funds opened new Invesco BulletShares 2031 Municipal Bond ETF positions in Q2 2025 and 4 closed out, a net change of 0 holders.
  • The largest Invesco BulletShares 2031 Municipal Bond ETF buyer in Q2 2025 was Jane Street, an estimated $1.11M added.
  • The largest Invesco BulletShares 2031 Municipal Bond ETF seller in Q2 2025 was Envision Financial Planning, an estimated $3.28M sold.

Based on aggregated 13F filings for Q2 2025.