Invesco BulletShares 2031 Municipal Bond ETF
BSMV
58 hedge funds and large institutions have $57.6M invested in Invesco BulletShares 2031 Municipal Bond ETF in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 11 reducing their positions, and 3 closing their positions.
333% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 3
155% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 11
22% more capital invested
Capital invested by funds: $47.3M → $57.6M (+$10.3M)
16% more funds holding
Funds holding: 50 → 58 (+8)
7.07% more ownership
Funds ownership: 61.38% → 68.44% (+7.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
Avior Wealth Management
Omaha,
Nebraska
|
+$2.26M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.7M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
+$1.2M |
| 4 |
Lido Advisors
Los Angeles,
California
|
+$1.04M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$909K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$1.24M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$450K |
| 3 |
Jane Street
New York
|
-$413K |
| 4 |
CICC
Capital Investment Counsel (Colorado)
Denver,
Colorado
|
-$270K |
| 5 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
-$186K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PS
51
Principal Securities
Des Moines,
Iowa
| $98.7K | +$99.6K | +4,717 | New |
|
|
FCAS
52
First Command Advisory Services
Fort Worth,
Texas
| $95.6K | +$14.4K | +681 | +18% |
|
|
YP
53
YANKCOM Partnership
Yankton,
South Dakota
| $44.1K | +$44.5K | +2,109 | New |
|
54
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $19.3K | +$148 | +7 | +0.8% |
|
|
CAL
55
Capital Analysts LLC
Fort Washington,
Pennsylvania
| $10K | +$84 | +4 | +0.8% |
|
|
AF
56
Advisornet Financial
Minnetonka,
Minnesota
| $6.7K | – | – | – |
|
57
Fidelity Investments
Boston,
Massachusetts
| $4.44K | -$190 | -9 | -4% |
|
|
KIM
58
Kestra Investment Management
Austin,
Texas
| $715 | +$718 | +34 | New |
|
|
TRCT
59
Tower Research Capital (TRC)
New York
| $440 | -$1.39K | -66 | -76% |
|
|
60
Goldman Sachs
New York
| – | -$1.24M | -58,226 | Closed |
|
|
61
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$450K | -21,122 | Closed |
|
|
CICC
62
Capital Investment Counsel (Colorado)
Denver,
Colorado
| – | -$270K | -12,671 | Closed |
|
BSMV Hedge Fund Activity: Q4 2024 in Review
58 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2031 Municipal Bond ETF (BSMV) for Q4 2024, worth a combined $57.6M — up 22% from $47.3M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new BSMV positions and 3 closed out — a net gain of 10 holders — while 28 added to existing stakes and 11 trimmed.
The largest buyer was Avior Wealth Management, adding an estimated $2.26M. The largest seller was Goldman Sachs, exiting entirely with an estimated $1.24M sold.
- 58 institutional investors held Invesco BulletShares 2031 Municipal Bond ETF (BSMV) as of Q4 2024, up from 50 in Q3 2024.
- Funds reported $57.6M of Invesco BulletShares 2031 Municipal Bond ETF stock for Q4 2024, up 22% quarter-over-quarter.
- 13 funds opened new Invesco BulletShares 2031 Municipal Bond ETF positions in Q4 2024 and 3 closed out, a net change of +10 holders.
- The largest Invesco BulletShares 2031 Municipal Bond ETF buyer in Q4 2024 was Avior Wealth Management, an estimated $2.26M added.
- The largest Invesco BulletShares 2031 Municipal Bond ETF seller in Q4 2024 was Goldman Sachs, an estimated $1.24M sold.
Based on aggregated 13F filings for Q4 2024.