Invesco BulletShares 2031 Municipal Bond ETF
BSMV
37 hedge funds and large institutions have $34.7M invested in Invesco BulletShares 2031 Municipal Bond ETF in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 17 increasing their positions, 5 reducing their positions, and 1 closing their positions.
1,200% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 1
240% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 5
69% more capital invested
Capital invested by funds: $20.5M → $34.7M (+$14.2M)
48% more funds holding
Funds holding: 25 → 37 (+12)
3.38% less ownership
Funds ownership: 73.05% → 69.67% (-3.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
+$5.63M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$1.12M |
| 3 |
LPL Financial
San Diego,
California
|
+$1M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$934K |
| 5 |
Invesco
Atlanta,
Georgia
|
+$720K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$1.7M |
| 2 |
Jane Street
New York
|
-$468K |
| 3 |
VVP
Venture Visionary Partners
Sylvania,
Ohio
|
-$62.6K |
| 4 |
JP Morgan Chase
New York
|
-$40K |
| 5 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$25.9K |
BSMV Hedge Fund Activity: Q4 2023 in Review
37 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2031 Municipal Bond ETF (BSMV) for Q4 2023, worth a combined $34.7M — up 69% from $20.5M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new BSMV positions and 1 closed out — a net gain of 12 holders — while 17 added to existing stakes and 5 trimmed.
The largest buyer was Confluence Investment Management, adding an estimated $5.63M. The largest seller was Wells Fargo, cutting an estimated $1.7M.
- 37 institutional investors held Invesco BulletShares 2031 Municipal Bond ETF (BSMV) as of Q4 2023, up from 25 in Q3 2023.
- Funds reported $34.7M of Invesco BulletShares 2031 Municipal Bond ETF stock for Q4 2023, up 69% quarter-over-quarter.
- 13 funds opened new Invesco BulletShares 2031 Municipal Bond ETF positions in Q4 2023 and 1 closed out, a net change of +12 holders.
- The largest Invesco BulletShares 2031 Municipal Bond ETF buyer in Q4 2023 was Confluence Investment Management, an estimated $5.63M added.
- The largest Invesco BulletShares 2031 Municipal Bond ETF seller in Q4 2023 was Wells Fargo, an estimated $1.7M sold.
Based on aggregated 13F filings for Q4 2023.