We are live on ! Find out more
BSMV icon

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
CA
51
CGN Advisors
Kansas
$244K -$345K -16,595 -59%
Jones Financial Companies
52
Jones Financial Companies
Missouri
$233K +$101K +4,883 +78%
Focus Partners Wealth
53
Focus Partners Wealth
Massachusetts
$210K +$208K +9,994 New
CBT
54
Crews Bank & Trust
Florida
$199K – – –
MPWT
55
MassMutual Private Wealth & Trust
Connecticut
$197K +$195K +9,378 New
HI
56
Harbour Investments
Wisconsin
$190K +$188K +9,045 New
FCAS
57
First Command Advisory Services
Texas
$141K +$19.5K +936 +16%
OP
58
ORG Partners
Indiana
$141K +$139K +6,700 New
FFA
59
Farther Finance Advisors
California
$135K +$134K +6,429 New
LFG
60
Larson Financial Group
Missouri
$127K – – –
ACA
61
Aptus Capital Advisors
Alabama
$124K +$915 +44 +0.7%
PS
62
Principal Securities
Iowa
$67.4K -$3.66K -176 -5%
JP Morgan Chase
63
JP Morgan Chase
New York
$56.5K +$55.9K +2,688 New
NA
64
NewEdge Advisors
Louisiana
$54.6K – – –
HWM
65
Horizons Wealth Management
North Carolina
$30.5K +$30.2K +1,454 New
CAL
66
Capital Analysts LLC
Pennsylvania
$30K +$83 +4 +0.3%
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$19.8K +$125 +6 +0.6%
YP
68
YANKCOM Partnership
South Dakota
$19.5K – – –
CF
69
Collier Financial
Colorado
$18.3K +$18.1K +869 New
AAS
70
Ameritas Advisory Services
Nebraska
$5.84K – – –
Fidelity Investments
71
Fidelity Investments
Massachusetts
$4.45K – – –
MLA
72
MB, Levis & Associates
Pennsylvania
– -$1.29M -62,646 Closed
AF
73
Advisornet Financial
Minnesota
– -$6.6K -320 Closed
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.