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Invesco BulletShares 2031 Municipal Bond ETF
BSMV

70 hedge funds and large institutions have $84.6M invested in Invesco BulletShares 2031 Municipal Bond ETF in 2025 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 2

192% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 12

24% more capital invested

Capital invested by funds: $68.2M → $84.6M (+$16.3M)

21% more funds holding

Funds holding: 58 → 70 (+12)

1.95% more ownership

Funds ownership: 67.02% → 68.97% (+2%)

Holders
70
Holders Change
+12
Holders Change %
+20.69%
% of All Funds
0.92%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
35
Reduced
12
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CVA
Central Valley Advisors
California
+$3.91M
2
Lido Advisors
Lido Advisors
California
+$1.88M
3
HBT
Hills Bank & Trust
Iowa
+$1.63M
4
EFP
Envision Financial Planning
Tennessee
+$1.11M
5
LPL Financial
LPL Financial
California
+$1.05M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$1.55M
2
MLA
MB, Levis & Associates
Pennsylvania
-$1.29M
3
SFG
Sterling Financial Group
California
-$354K
4
CA
CGN Advisors
Kansas
-$345K
5
CIM
Confluence Investment Management
Missouri
-$125K
Name Holding Trade Value Shares
Change 		Change in
Stake
EH
26
Equitable Holdings
New York
$977K +$45.1K +2,169 +5%
ADL
27
Asset Dedication LLC
California
$970K +$102K +4,890 +12%
Wells Fargo
28
Wells Fargo
California
$962K +$389K +18,707 +69%
Stifel Financial
29
Stifel Financial
Missouri
$938K +$147K +7,064 +19%
VA
30
VestGen Advisors
Illinois
$813K -$48.2K -2,317 -6%
SFG
31
Sterling Financial Group
California
$762K -$354K -17,020 -32%
MWM
32
Marietta Wealth Management
Georgia
$715K +$201K +9,661 +40%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$674K -$25.7K -1,237 -4%
UCFA
34
United Capital Financial Advisors
Texas
$659K +$291K +14,011 +81%
CAPTRUST Financial Advisors
35
CAPTRUST Financial Advisors
North Carolina
$616K +$220K +10,575 +56%
Cerity Partners
36
Cerity Partners
New York
$560K +$554K +26,652 New
CSP
37
Cary Street Partners
Virginia
$546K +$541K +26,005 New
KOC
38
Koss-Olinger Consulting
Florida
$537K – – –
HNB
39
Huntington National Bank
Ohio
$522K – – –
VVP
40
Venture Visionary Partners
Ohio
$514K -$74.4K -3,578 -13%
SG
41
StoneX Group
New York
$477K -$38.5K -1,851 -8%
AA
42
Addison Advisors
Vermont
$468K -$24K -1,155 -5%
BPA
43
Beacon Pointe Advisors
California
$450K +$141K +6,793 +46%
GCA
44
Gradient Capital Advisors
California
$414K – – –
Jane Street
45
Jane Street
New York
$379K -$1.55M -74,789 -81%
JCM
46
Jacobi Capital Management
Pennsylvania
$347K +$56.1K +2,700 +20%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$333K +$11.5K +551 +4%
CFGA
48
Cambridge Financial Group (Arizona)
Arizona
$324K +$320K +15,398 New
IA
49
IFG Advisory
Georgia
$268K +$265K +12,760 New
EC
50
Elequin Capital
New York
$268K +$265K +12,752 New
1
2
3

BSMV Hedge Fund Activity: Q3 2025 in Review

70 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2031 Municipal Bond ETF (BSMV) for Q3 2025, worth a combined $84.6M — up 24% from $68.2M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new BSMV positions and 2 closed out — a net gain of 12 holders — while 35 added to existing stakes and 12 trimmed.

The largest buyer was Central Valley Advisors, opening a new position worth an estimated $3.91M. The largest seller was Jane Street, cutting an estimated $1.55M.

  • 70 institutional investors held Invesco BulletShares 2031 Municipal Bond ETF (BSMV) as of Q3 2025, up from 58 in Q2 2025.
  • Funds reported $84.6M of Invesco BulletShares 2031 Municipal Bond ETF stock for Q3 2025, up 24% quarter-over-quarter.
  • 14 funds opened new Invesco BulletShares 2031 Municipal Bond ETF positions in Q3 2025 and 2 closed out, a net change of +12 holders.
  • The largest Invesco BulletShares 2031 Municipal Bond ETF buyer in Q3 2025 was Central Valley Advisors, an estimated $3.91M added.
  • The largest Invesco BulletShares 2031 Municipal Bond ETF seller in Q3 2025 was Jane Street, an estimated $1.55M sold.

Based on aggregated 13F filings for Q3 2025.