Invesco BulletShares 2031 Municipal Bond ETF
BSMV
25 hedge funds and large institutions have $17.5M invested in Invesco BulletShares 2031 Municipal Bond ETF in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 5 reducing their positions, and 1 closing their positions.
1,123% more capital inflows, than outflows
Capital inflows: $7.58M | Capital outflows: $620K
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
140% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 5
19% more funds holding
Funds holding: 21 → 25 (+4)
13.49% more ownership
Funds ownership: 55.36% → 68.85% (+13%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$2.14M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$1.61M |
| 3 |
Key Financial Inc
West Chester,
Pennsylvania
|
+$1.59M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$448K |
| 5 |
Addison Advisors
Middlebury,
Vermont
|
+$303K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FOCUS Wealth Advisors
Houston,
Texas
|
-$346K |
| 2 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$136K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$65.9K |
| 4 |
Venture Visionary Partners
Sylvania,
Ohio
|
-$35K |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$26.9K |
BSMV Hedge Fund Activity: Q2 2023 in Review
25 of the 6,390 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2031 Municipal Bond ETF (BSMV) for Q2 2023, worth a combined $17.5M — up 64% from $10.7M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new BSMV positions and 1 closed out — a net gain of 4 holders — while 12 added to existing stakes and 5 trimmed.
The largest buyer was Jane Street, adding an estimated $2.14M. The largest seller was FOCUS Wealth Advisors, exiting entirely with an estimated $346K sold.
- 25 institutional investors held Invesco BulletShares 2031 Municipal Bond ETF (BSMV) as of Q2 2023, up from 21 in Q1 2023.
- Funds reported $17.5M of Invesco BulletShares 2031 Municipal Bond ETF stock for Q2 2023, up 64% quarter-over-quarter.
- 5 funds opened new Invesco BulletShares 2031 Municipal Bond ETF positions in Q2 2023 and 1 closed out, a net change of +4 holders.
- The largest Invesco BulletShares 2031 Municipal Bond ETF buyer in Q2 2023 was Jane Street, an estimated $2.14M added.
- The largest Invesco BulletShares 2031 Municipal Bond ETF seller in Q2 2023 was FOCUS Wealth Advisors, an estimated $346K sold.
Based on aggregated 13F filings for Q2 2023.