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Invesco BulletShares 2031 Municipal Bond ETF
BSMV

Overview Fund Activity

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.

Holders
37
Holders Change
+12
Holders Change %
+48%
% of All Funds
0.54%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
13
Increased
17
Reduced
5
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CIM
1
Confluence Investment Management
Missouri
$6.23M
2
KAS
2
Kestra Advisory Services
Texas
$1.17M
3
LPL Financial
3
LPL Financial
California
$1.05M
4
Bank of America
4
Bank of America
North Carolina
$2.72M
5
PWP
5
Precedent Wealth Partners
Texas
$814K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$1.84M
2
Jane Street
2
Jane Street
New York
$1.35M
3
VVP
3
Venture Visionary Partners
Ohio
$1.19M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$0
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$584K
Name Market Value Shares Shares
Change 		Shares
Change %
CIM
1
Confluence Investment Management
Missouri
$6.23M 288,053 +273,436 +1,871%
EFP
2
Envision Financial Planning
Tennessee
$3.64M 167,992 +9,585 +6%
Bank of America
3
Bank of America
North Carolina
$2.72M 125,884 +45,339 +56%
Invesco
4
Invesco
Georgia
$2.28M 105,343 +34,936 +50%
CA
5
CGN Advisors
Kansas
$2.26M 104,308 +5,455 +6%
KFI
6
Key Financial Inc
Pennsylvania
$1.91M 88,389 +13,689 +18%
Wells Fargo
7
Wells Fargo
California
$1.84M 84,884 -82,517 -49%
Jane Street
8
Jane Street
New York
$1.35M 62,266 -22,734 -27%
VVP
9
Venture Visionary Partners
Ohio
$1.19M 55,057 -3,040 -5%
KAS
10
Kestra Advisory Services
Texas
$1.17M 54,240 +54,240 New
LPL Financial
11
LPL Financial
California
$1.05M 48,605 +48,605 New
PWP
12
Precedent Wealth Partners
Texas
$814K 37,624 +37,624 New
FNB
13
Farmers National Bank
Kentucky
$732K 33,813 +6,855 +25%
MLA
14
MB, Levis & Associates
Pennsylvania
$677K 31,274 +11,735 +60%
Morgan Stanley
15
Morgan Stanley
New York
$673K 31,110 +27,952 +885%
SFG
16
Sterling Financial Group
California
$664K 30,672 – –
CAPTRUST Financial Advisors
17
CAPTRUST Financial Advisors
North Carolina
$584K 27,000 -1,259 -4%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$544K 25,135 +6,111 +32%
GCA
19
Gradient Capital Advisors
California
$426K 19,704 – –
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$381K 17,600 +5,679 +48%
AA
21
Addison Advisors
Vermont
$349K 16,150 -745 -4%
IWC
22
Integrated Wealth Concepts
Massachusetts
$348K 16,100 +16,100 New
BPA
23
Beacon Pointe Advisors
California
$332K 15,335 +15,335 New
Osaic Holdings
24
Osaic Holdings
Arizona
$298K 13,754 +4,731 +52%
Stifel Financial
25
Stifel Financial
Missouri
$297K 13,737 +13,737 New
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