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Invesco BulletShares 2031 Municipal Bond ETF
BSMV

Overview Fund Activity

25 hedge funds and large institutions have $20.5M invested in Invesco BulletShares 2031 Municipal Bond ETF in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 16 increasing their positions, 2 reducing their positions, and 3 closing their positions.

Holders
25
Holders Change
–
Holders Change %
0%
% of All Funds
0.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
16
Reduced
2
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EFP
1
Envision Financial Planning
Tennessee
$3.17M
2
Wells Fargo
2
Wells Fargo
California
$3.35M
3
Bank of America
3
Bank of America
North Carolina
$1.61M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$239K
5
CA
5
CGN Advisors
Kansas
$1.98M

Top Sellers

1
Jane Street
1
Jane Street
New York
$1.7M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$0
3
CPC
3
Cookson Peirce & Co
Pennsylvania
$0
4
CAM
4
Clark Asset Management
New Hampshire
$0
5
VVP
5
Venture Visionary Partners
Ohio
$1.16M
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$3.35M 167,401 +70,461 +73%
EFP
2
Envision Financial Planning
Tennessee
$3.17M 158,407 +158,407 New
CA
3
CGN Advisors
Kansas
$1.98M 98,853 +7,853 +9%
Jane Street
4
Jane Street
New York
$1.7M 85,000 -86,529 -50%
Bank of America
5
Bank of America
North Carolina
$1.61M 80,545 +33,590 +72%
KFI
6
Key Financial Inc
Pennsylvania
$1.49M 74,700 – –
Invesco
7
Invesco
Georgia
$1.41M 70,407 +7,267 +12%
VVP
8
Venture Visionary Partners
Ohio
$1.16M 58,097 -232 -0.4%
SFG
9
Sterling Financial Group
California
$614K 30,672 +4,880 +19%
CAPTRUST Financial Advisors
10
CAPTRUST Financial Advisors
North Carolina
$565K 28,259 +3,817 +16%
FNB
11
Farmers National Bank
Kentucky
$539K 26,958 +4,593 +21%
GCA
12
Gradient Capital Advisors
California
$394K 19,704 – –
MLA
13
MB, Levis & Associates
Pennsylvania
$391K 19,539 +1,586 +9%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$381K 19,024 +5,524 +41%
AA
15
Addison Advisors
Vermont
$338K 16,895 +2,600 +18%
CIM
16
Confluence Investment Management
Missouri
$292K 14,617 +24 +0.2%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$239K 11,921 +11,921 New
Osaic Holdings
18
Osaic Holdings
Arizona
$181K 9,023 +4,500 +99%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$167K 8,362 +3,719 +80%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$121K 6,071 +555 +10%
UBS Group
21
UBS Group
Switzerland
$112K 5,610 +159 +3%
ADL
22
Asset Dedication LLC
California
$85K 4,251 +1,650 +63%
BFEC
23
Benjamin F. Edwards & Company
Missouri
$65K 3,271 – –
Morgan Stanley
24
Morgan Stanley
New York
$63.2K 3,158 – –
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$40K 1,999 +1,999 New
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