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Invesco BulletShares 2031 Municipal Bond ETF
BSMV

76 hedge funds and large institutions have $112M invested in Invesco BulletShares 2031 Municipal Bond ETF in 2025 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 44 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

340% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 10

175% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 4

33% more capital invested

Capital invested by funds: $84.6M → $112M (+$27.9M)

9% more funds holding

Funds holding: 70 → 76 (+6)

3.47% more ownership

Funds ownership: 68.97% → 72.45% (+3.5%)

Holders
76
Holders Change
+6
Holders Change %
+8.57%
% of All Funds
0.92%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
44
Reduced
10
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HBT
Hills Bank & Trust
Iowa
+$6.61M
2
HighTower Advisors
HighTower Advisors
Illinois
+$3.18M
3
Morgan Stanley
Morgan Stanley
New York
+$2.19M
4
FTUS
Flow Traders U.S.
New York
+$1.63M
5
EC
Elequin Capital
New York
+$1.27M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$583K
2
IWC
Integrated Wealth Concepts
Massachusetts
-$520K
3
BPA
Beacon Pointe Advisors
California
-$191K
4
AUB
Atlantic Union Bankshares
Virginia
-$159K
5
SG
StoneX Group
New York
-$99.9K
Name Holding Trade Value Shares
Change 		Change in
Stake
Focus Partners Wealth
26
Focus Partners Wealth
Massachusetts
$1.3M +$1.09M +51,682 +517%
Osaic Holdings
27
Osaic Holdings
Arizona
$1.27M +$260K +12,295 +26%
Jane Street
28
Jane Street
New York
$1.25M +$873K +41,304 +229%
MML Investors Services
29
MML Investors Services
Massachusetts
$1.23M +$160K +7,557 +15%
FNB
30
Farmers National Bank
Kentucky
$1.18M +$47K +2,226 +4%
ADL
31
Asset Dedication LLC
California
$1.04M +$61.6K +2,914 +6%
Wells Fargo
32
Wells Fargo
California
$1.01M +$42.6K +2,018 +4%
EH
33
Equitable Holdings
New York
$966K -$16.6K -785 -2%
CSP
34
Cary Street Partners
Virginia
$879K +$330K +15,600 +60%
UCFA
35
United Capital Financial Advisors
Texas
$845K +$183K +8,655 +28%
VA
36
VestGen Advisors
Illinois
$837K +$18.9K +895 +2%
SFA
37
Sequoia Financial Advisors
Ohio
$767K +$766K +36,270 New
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$751K +$72.4K +3,427 +11%
IWC
39
Integrated Wealth Concepts
Massachusetts
$730K -$520K -24,628 -42%
MWM
40
Marietta Wealth Management
Georgia
$719K – – –
HNB
41
Huntington National Bank
Ohio
$663K – – –
CAPTRUST Financial Advisors
42
CAPTRUST Financial Advisors
North Carolina
$655K +$36K +1,704 +6%
BEI
43
Benjamin Edwards Inc
Missouri
$557K +$557K +26,374 New
KOC
44
Koss-Olinger Consulting
Florida
$551K – – –
Cerity Partners
45
Cerity Partners
New York
$514K -$49.1K -2,322 -9%
STA
46
Summit Trail Advisors
New York
$489K +$489K +23,141 New
VVP
47
Venture Visionary Partners
Ohio
$481K -$35.5K -1,679 -7%
AA
48
Addison Advisors
Vermont
$472K +$634 +30 +0.1%
IA
49
IFG Advisory
Georgia
$454K +$185K +8,744 +69%
JCM
50
Jacobi Capital Management
Pennsylvania
$425K +$76.1K +3,600 +22%
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BSMV Hedge Fund Activity: Q4 2025 in Review

76 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2031 Municipal Bond ETF (BSMV) for Q4 2025, worth a combined $112M — up 33% from $84.6M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new BSMV positions and 4 closed out — a net gain of 7 holders — while 44 added to existing stakes and 10 trimmed.

The largest buyer was Hills Bank & Trust, adding an estimated $6.61M. The largest seller was Envestnet Asset Management, cutting an estimated $583K.

  • 76 institutional investors held Invesco BulletShares 2031 Municipal Bond ETF (BSMV) as of Q4 2025, up from 70 in Q3 2025.
  • Funds reported $112M of Invesco BulletShares 2031 Municipal Bond ETF stock for Q4 2025, up 33% quarter-over-quarter.
  • 11 funds opened new Invesco BulletShares 2031 Municipal Bond ETF positions in Q4 2025 and 4 closed out, a net change of +7 holders.
  • The largest Invesco BulletShares 2031 Municipal Bond ETF buyer in Q4 2025 was Hills Bank & Trust, an estimated $6.61M added.
  • The largest Invesco BulletShares 2031 Municipal Bond ETF seller in Q4 2025 was Envestnet Asset Management, an estimated $583K sold.

Based on aggregated 13F filings for Q4 2025.