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Invesco BulletShares 2031 Municipal Bond ETF

8 hedge funds and large institutions have $8.22M invested in Invesco BulletShares 2031 Municipal Bond ETF in 2022 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

489% more capital invested

Capital invested by funds: $1.4M → $8.22M (+$6.83M)

100% more funds holding

Funds holding: 48 (+4)

100% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 1

63.84% more ownership

Funds ownership: 27.88%91.71% (+64%)

Holders
8
Holders Change
+4
Holders Change %
+100%
% of All Funds
0.13%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
2
Reduced
1
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIM
1
Confluence Investment Management
Missouri
$6.07M +$6.38M +270,661 New
Jane Street
2
Jane Street
New York
$1.07M +$575K +24,394 +104%
CPC
3
Cookson Peirce & Co
Pennsylvania
$341K -$8.94K -379 -2%
Invesco
4
Invesco
Georgia
$321K +$425 +18 +0.1%
Stifel Financial
5
Stifel Financial
Missouri
$311K +$327K +13,875 New
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$54K
Bank of America
7
Bank of America
North Carolina
$51K +$53.5K +2,269 New
UBS Group
8
UBS Group
Switzerland
$6K +$6.13K +260 New

BSMV Hedge Fund Activity: Q1 2022 in Review

8 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2031 Municipal Bond ETF (BSMV) for Q1 2022, worth a combined $8.22M — up 489% from $1.4M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new BSMV positions and 0 closed out — a net gain of 4 holders — while 2 added to existing stakes and 1 trimmed.

The largest buyer was Confluence Investment Management, opening a new position worth an estimated $6.38M. The largest seller was Cookson Peirce & Co, cutting an estimated $8.94K.

  • 8 institutional investors held Invesco BulletShares 2031 Municipal Bond ETF (BSMV) as of Q1 2022, up from 4 in Q4 2021.
  • Funds reported $8.22M of Invesco BulletShares 2031 Municipal Bond ETF stock for Q1 2022, up 489% quarter-over-quarter.
  • 4 funds opened new Invesco BulletShares 2031 Municipal Bond ETF positions in Q1 2022 and 0 closed out, a net change of +4 holders.
  • The largest Invesco BulletShares 2031 Municipal Bond ETF buyer in Q1 2022 was Confluence Investment Management, an estimated $6.38M added.
  • The largest Invesco BulletShares 2031 Municipal Bond ETF seller in Q1 2022 was Cookson Peirce & Co, an estimated $8.94K sold.

Based on aggregated 13F filings for Q1 2022.