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Invesco BulletShares 2031 Municipal Bond ETF
BSMV

Overview Fund Activity

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.

Holders
25
Holders Change
+4
Holders Change %
+19.05%
% of All Funds
0.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
12
Reduced
5
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$3.63M
2
Wells Fargo
2
Wells Fargo
California
$2.05M
3
KFI
3
Key Financial Inc
Pennsylvania
$1.58M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$447K
5
AA
5
Addison Advisors
Vermont
$302K

Top Sellers

1
FWA
1
FOCUS Wealth Advisors
Texas
$0
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$517K
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$117K
4
VVP
4
Venture Visionary Partners
Ohio
$1.23M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$98.2K
Name Market Value Shares Shares
Change 		Shares
Change %
Jane Street
1
Jane Street
New York
$3.63M 171,529 +100,854 +143%
Wells Fargo
2
Wells Fargo
California
$2.05M 96,940 +76,006 +363%
CA
3
CGN Advisors
Kansas
$1.92M 91,000 +5,594 +7%
KFI
4
Key Financial Inc
Pennsylvania
$1.58M 74,700 +74,700 New
Invesco
5
Invesco
Georgia
$1.34M 63,140 +8,184 +15%
VVP
6
Venture Visionary Partners
Ohio
$1.23M 58,329 -1,648 -3%
Bank of America
7
Bank of America
North Carolina
$993K 46,955 +8,799 +23%
SFG
8
Sterling Financial Group
California
$545K 25,792 +11,612 +82%
CAPTRUST Financial Advisors
9
CAPTRUST Financial Advisors
North Carolina
$517K 24,442 -6,385 -21%
FNB
10
Farmers National Bank
Kentucky
$473K 22,365 +2,998 +15%
Bank of Montreal
11
Bank of Montreal
Ontario, Canada
$447K 21,119 +21,119 New
GCA
12
Gradient Capital Advisors
California
$417K 19,704 – –
MLA
13
MB, Levis & Associates
Pennsylvania
$380K 17,953 +4,771 +36%
CIM
14
Confluence Investment Management
Missouri
$309K 14,593 +267 +2%
AA
15
Addison Advisors
Vermont
$302K 14,295 +14,295 New
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$285K 13,500 +13,500 New
CPC
17
Cookson Peirce & Co
Pennsylvania
$229K 10,829 +10,829 New
CAM
18
Clark Asset Management
New Hampshire
$208K 9,847 +65 +0.7%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$117K 5,516 -3,107 -36%
UBS Group
20
UBS Group
Switzerland
$115K 5,451 +2,095 +62%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$98.2K 4,643 -1,268 -21%
Osaic Holdings
22
Osaic Holdings
Arizona
$95.6K 4,523 – –
BFEC
23
Benjamin F. Edwards & Company
Missouri
$69K 3,271 – –
Morgan Stanley
24
Morgan Stanley
New York
$66.8K 3,158 -480 -13%
ADL
25
Asset Dedication LLC
California
$54K 2,601 +1,341 +106%
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