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Invesco BulletShares 2031 Municipal Bond ETF
BSMV

78 hedge funds and large institutions have $122M invested in Invesco BulletShares 2031 Municipal Bond ETF in 2026 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 43 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

207% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 14

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

9% more capital invested

Capital invested by funds: $112M → $122M (+$10M)

3% more funds holding

Funds holding: 76 → 78 (+2)

4.04% less ownership

Funds ownership: 72.45% → 68.41% (-4%)

Holders
78
Holders Change
+2
Holders Change %
+2.63%
% of All Funds
0.96%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
43
Reduced
14
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CIM
Confluence Investment Management
Missouri
+$3.33M
2
HighTower Advisors
HighTower Advisors
Illinois
+$1.74M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.35M
4
LPT
Legacy Private Trust
Wisconsin
+$1.28M
5
CCW
Coastline Complete Wealth
South Carolina
+$1.27M

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$2.87M
2
EC
Elequin Capital
New York
-$1.54M
3
KOC
Koss-Olinger Consulting
Florida
-$551K
4
FTUS
Flow Traders U.S.
New York
-$546K
5
Cerity Partners
Cerity Partners
New York
-$514K
Name Holding Trade Value Shares
Change 		Change in
Stake
CFGA
51
Cambridge Financial Group (Arizona)
Arizona
$322K – – –
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$300K +$1.13K +53 +0.4%
STA
53
Summit Trail Advisors
New York
$281K -$205K -9,662 -42%
NA
54
NewEdge Advisors
Louisiana
$268K +$218K +10,250 +394%
IWS
55
Intentional Wealth Strategies
Colorado
$264K +$268K +12,635 New
HWM
56
Horizons Wealth Management
North Carolina
$263K – – –
BPA
57
Beacon Pointe Advisors
California
$256K -$2.67K -126 -1%
GFPC
58
Global Financial Private Client
Florida
$255K +$259K +12,208 New
HT
59
Heritage Trust
Oklahoma
$251K +$255K +12,019 New
OFS
60
OneAscent Financial Services
Alabama
$243K +$247K +11,650 New
VAS
61
Vestmark Advisory Solutions
Massachusetts
$238K +$242K +11,390 New
WIA
62
World Investment Advisors
California
$238K +$242K +11,390 New
CA
63
CGN Advisors
Kansas
$210K -$13.6K -640 -6%
CPC
64
Cookson Peirce & Co
Pennsylvania
$201K -$8.09K -381 -4%
HI
65
Harbour Investments
Wisconsin
$199K – – –
CBT
66
Crews Bank & Trust
Florida
$198K – – –
CAL
67
Capital Analysts LLC
Pennsylvania
$186K +$85 +4 +0%
FCAS
68
First Command Advisory Services
Texas
$141K – – –
GSEP
69
Golden State Equity Partners
California
$140K +$142K +6,700 New
LFG
70
Larson Financial Group
Missouri
$126K – – –
ACA
71
Aptus Capital Advisors
Alabama
$125K +$892 +42 +0.7%
NL
72
NorthAvenue LLC
Ohio
$51.2K +$21.8K +1,028 +72%
PNC Financial Services Group
73
PNC Financial Services Group
Pennsylvania
$20K +$149 +7 +0.7%
FFA
74
Farther Finance Advisors
California
$18.9K -$117K -5,528 -86%
TC
75
Trust Company
Kansas
$9.25K +$21 +1 +0.2%
1 2
3
4

BSMV Hedge Fund Activity: Q1 2026 in Review

78 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2031 Municipal Bond ETF (BSMV) for Q1 2026, worth a combined $122M — up 8.9% from $112M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new BSMV positions and 7 closed out — a net gain of 3 holders — while 43 added to existing stakes and 14 trimmed.

The largest buyer was Confluence Investment Management, adding an estimated $3.33M. The largest seller was LPL Financial, cutting an estimated $2.87M.

  • 78 institutional investors held Invesco BulletShares 2031 Municipal Bond ETF (BSMV) as of Q1 2026, up from 76 in Q4 2025.
  • Funds reported $122M of Invesco BulletShares 2031 Municipal Bond ETF stock for Q1 2026, up 8.9% quarter-over-quarter.
  • 10 funds opened new Invesco BulletShares 2031 Municipal Bond ETF positions in Q1 2026 and 7 closed out, a net change of +3 holders.
  • The largest Invesco BulletShares 2031 Municipal Bond ETF buyer in Q1 2026 was Confluence Investment Management, an estimated $3.33M added.
  • The largest Invesco BulletShares 2031 Municipal Bond ETF seller in Q1 2026 was LPL Financial, an estimated $2.87M sold.

Based on aggregated 13F filings for Q1 2026.