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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
+$3.33M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$1.74M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.35M |
| 4 |
LPT
Legacy Private Trust
Neenah,
Wisconsin
|
+$1.28M |
| 5 |
CCW
Coastline Complete Wealth
Bluffton,
South Carolina
|
+$1.27M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$2.87M |
| 2 |
EC
Elequin Capital
New York
|
-$1.54M |
| 3 |
KOC
Koss-Olinger Consulting
Gainesville,
Florida
|
-$551K |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$546K |
| 5 |
Cerity Partners
New York
|
-$514K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IA
76
IFP Advisors
Tampa,
Florida
| $5.68K | +$5.77K | +272 | New |
|
77
Fidelity Investments
Boston,
Massachusetts
| $4.43K | – | – | – |
|
|
OSAM
78
O'Shaughnessy Asset Management
Stamford,
Connecticut
| $4.03K | – | – | – |
|
|
RFP
79
Root Financial Partners
Encinitas,
California
| $3.32K | +$3.38K | +159 | New |
|
|
EC
80
Elequin Capital
New York
| – | -$1.54M | -72,685 | Closed |
|
|
KOC
81
Koss-Olinger Consulting
Gainesville,
Florida
| – | -$551K | -26,048 | Closed |
|
|
82
Cerity Partners
New York
| – | -$514K | -24,330 | Closed |
|
|
IA
83
IFG Advisory
Atlanta,
Georgia
| – | -$454K | -21,504 | Closed |
|
|
SG
84
StoneX Group
New York
| – | -$380K | -17,963 | Closed |
|
|
MPWT
85
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| – | -$158K | -7,457 | Closed |
|
|
YP
86
YANKCOM Partnership
Yankton,
South Dakota
| – | -$19.6K | -929 | Closed |
|
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.