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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HBT
Hills Bank & Trust
North Liberty,
Iowa
|
+$6.61M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$3.18M |
| 3 |
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
Chicago,
Illinois
|
-$583K |
| 2 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$520K |
| 3 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
-$191K |
| 4 |
AUB
Atlantic Union Bankshares
Glen Allen,
Virginia
|
-$159K |
| 5 |
SG
StoneX Group
New York
|
-$99.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Fidelity Investments
Boston,
Massachusetts
| $4.48K | – | – | – |
|
|
OSAM
77
O'Shaughnessy Asset Management
Stamford,
Connecticut
| $4.08K | +$4.08K | +193 | New |
|
|
PS
78
Principal Securities
Des Moines,
Iowa
| – | -$67.4K | -3,209 | Closed |
|
79
JP Morgan Chase
New York
| – | -$56.5K | -2,688 | Closed |
|
|
CF
80
Collier Financial
Denver,
Colorado
| – | -$18.3K | -869 | Closed |
|
|
AAS
81
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$5.84K | -278 | Closed |
|
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.