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Invesco BulletShares 2031 Municipal Bond ETF
BSMV

Overview Fund Activity

40 hedge funds and large institutions have $38.8M invested in Invesco BulletShares 2031 Municipal Bond ETF in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 21 increasing their positions, 9 reducing their positions, and 2 closing their positions.

Holders
40
Holders Change
+3
Holders Change %
+8.11%
% of All Funds
0.58%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
6
Increased
21
Reduced
9
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$2.78M
2
Jane Street
2
Jane Street
New York
$2.54M
3
EH
3
Equitable Holdings
New York
$744K
4
CICC
4
Capital Investment Counsel (Colorado)
Colorado
$543K
5
Citadel Advisors
5
Citadel Advisors
Florida
$456K

Top Sellers

1
CA
1
CGN Advisors
Kansas
$1.49M
2
Invesco
2
Invesco
Georgia
$1.77M
3
Wells Fargo
3
Wells Fargo
California
$1.52M
4
VVP
4
Venture Visionary Partners
Ohio
$897K
5
VAS
5
Valicenti Advisory Services
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CIM
1
Confluence Investment Management
Missouri
$6.09M 285,757 -2,296 -0.8%
EFP
2
Envision Financial Planning
Tennessee
$3.92M 183,976 +15,984 +10%
LPL Financial
3
LPL Financial
California
$2.78M 130,605 +82,000 +169%
Bank of America
4
Bank of America
North Carolina
$2.66M 124,952 -932 -0.7%
Jane Street
5
Jane Street
New York
$2.54M 118,981 +56,715 +91%
KFI
6
Key Financial Inc
Pennsylvania
$1.88M 88,389 – –
Invesco
7
Invesco
Georgia
$1.77M 82,919 -22,424 -21%
Wells Fargo
8
Wells Fargo
California
$1.52M 71,429 -13,455 -16%
CA
9
CGN Advisors
Kansas
$1.49M 69,776 -34,532 -33%
KAS
10
Kestra Advisory Services
Texas
$1.24M 58,128 +3,888 +7%
PWP
11
Precedent Wealth Partners
Texas
$1.04M 48,680 +11,056 +29%
SFG
12
Sterling Financial Group
California
$1.02M 47,790 +17,118 +56%
VVP
13
Venture Visionary Partners
Ohio
$897K 42,103 -12,954 -24%
FNB
14
Farmers National Bank
Kentucky
$820K 38,463 +4,650 +14%
MLA
15
MB, Levis & Associates
Pennsylvania
$812K 38,113 +6,839 +22%
EH
16
Equitable Holdings
New York
$744K 34,896 +34,896 New
RJFSA
17
Raymond James Financial Services Advisors
Florida
$613K 28,783 +17,466 +154%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$589K 27,631 +2,496 +10%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$576K 27,007 +9,407 +53%
CICC
20
Capital Investment Counsel (Colorado)
Colorado
$543K 25,466 +25,466 New
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$537K 25,207 -1,793 -7%
Morgan Stanley
22
Morgan Stanley
New York
$467K 21,917 -9,193 -30%
Citadel Advisors
23
Citadel Advisors
Florida
$456K 21,395 +21,395 New
GCA
24
Gradient Capital Advisors
California
$420K 19,704 – –
AA
25
Addison Advisors
Vermont
$412K 19,330 +3,180 +20%
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