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Invesco BulletShares 2031 Municipal Bond ETF
BSMV

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: 59 → 58 (-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
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$1.11M
2
HBT
Hills Bank & Trust
Iowa
+$1.03M
3
MA
MONECO Advisors
Connecticut
+$678K
4
Morgan Stanley
Morgan Stanley
New York
+$674K
5
AUB
Atlantic Union Bankshares
Virginia
+$632K

Top Sellers

Rank Fund Capital Flow
1
EFP
Envision Financial Planning
Tennessee
-$3.28M
2
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$642K
3
CA
CGN Advisors
Kansas
-$616K
4
AWM
Avior Wealth Management
Nebraska
-$589K
5
Wells Fargo
Wells Fargo
California
-$516K
Name Holding Trade Value Shares
Change 		Change in
Stake
FCAS
51
First Command Advisory Services
Texas
$119K +$23.8K +1,162 +25%
PS
52
Principal Securities
Iowa
$69.8K -$27.3K -1,332 -28%
NA
53
NewEdge Advisors
Louisiana
$53.6K – – –
CAL
54
Capital Analysts LLC
Pennsylvania
$30K +$82 +4 +0.3%
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$19.3K +$164 +8 +0.9%
YP
56
YANKCOM Partnership
South Dakota
$19.2K – – –
AF
57
Advisornet Financial
Minnesota
$6.6K – – –
AAS
58
Ameritas Advisory Services
Nebraska
$5.73K +$5.69K +278 New
Fidelity Investments
59
Fidelity Investments
Massachusetts
$4.37K -$187K -9,147 -98%
Toronto Dominion Bank
60
Toronto Dominion Bank
Ontario, Canada
– -$642K -30,952 Closed
HGA
61
Hobbs Group Advisors
South Carolina
– -$325K -15,675 Closed
PFG
62
PAX Financial Group
Texas
– -$237K -11,422 Closed
GFPC
63
Global Financial Private Client
Florida
– -$119K -5,728 Closed
1 2
3

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.