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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
GCA
51
Gradient Capital Advisors
California
$416K – – –
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$395K +$59.7K +2,826 +18%
SG
53
StoneX Group
New York
$380K -$99.9K -4,730 -21%
Jones Financial Companies
54
Jones Financial Companies
Missouri
$360K +$125K +5,925 +53%
CFGA
55
Cambridge Financial Group (Arizona)
Arizona
$325K – – –
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$302K +$302K +14,292 New
HWM
57
Horizons Wealth Management
North Carolina
$266K +$236K +11,151 +767%
BPA
58
Beacon Pointe Advisors
California
$262K -$191K -9,055 -42%
CCW
59
Coastline Complete Wealth
South Carolina
$256K +$256K +12,128 New
CA
60
CGN Advisors
Kansas
$226K -$19.3K -912 -8%
CPC
61
Cookson Peirce & Co
Pennsylvania
$211K +$211K +9,993 New
HI
62
Harbour Investments
Wisconsin
$201K +$9.97K +472 +5%
CBT
63
Crews Bank & Trust
Florida
$200K – – –
CAL
64
Capital Analysts LLC
Pennsylvania
$188K +$157K +7,443 +517%
MPWT
65
MassMutual Private Wealth & Trust
Connecticut
$158K -$40.6K -1,921 -20%
FCAS
66
First Command Advisory Services
Texas
$142K +$507 +24 +0.4%
OP
67
ORG Partners
Indiana
$142K – – –
FFA
68
Farther Finance Advisors
California
$136K – – –
LFG
69
Larson Financial Group
Missouri
$128K – – –
ACA
70
Aptus Capital Advisors
Alabama
$126K +$887 +42 +0.7%
NA
71
NewEdge Advisors
Louisiana
$55K – – –
NL
72
NorthAvenue LLC
Ohio
$30.1K +$30.1K +1,424 New
PNC Financial Services Group
73
PNC Financial Services Group
Pennsylvania
$20.1K +$148 +7 +0.7%
YP
74
YANKCOM Partnership
South Dakota
$19.6K – – –
TC
75
Trust Company
Kansas
$9.34K +$9.34K +442 New
1 2
3
4

BSMV Hedge Fund Activity: Q4 2025 in Review

76 of the 8,224 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.