Invesco BulletShares 2031 Municipal Bond ETF
BSMV
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, 22 increasing their positions, 8 reducing their positions, and 2 closing their positions.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
175% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 8
13% more capital invested
Capital invested by funds: $34.3M → $38.8M (+$4.5M)
8% more funds holding
Funds holding: 37 → 40 (+3)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.5% less ownership
Funds ownership: 68.99% → 67.5% (-1.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$1.76M |
| 2 |
Jane Street
New York
|
+$1.22M |
| 3 |
EH
Equitable Holdings
New York
|
+$749K |
| 4 |
CICC
Capital Investment Counsel (Colorado)
Denver,
Colorado
|
+$547K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$459K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
CGN Advisors
Manhattan,
Kansas
|
-$741K |
| 2 |
Invesco
Atlanta,
Georgia
|
-$481K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$289K |
| 4 |
VVP
Venture Visionary Partners
Sylvania,
Ohio
|
-$278K |
| 5 |
VAS
Valicenti Advisory Services
Elmira,
New York
|
-$201K |
BSMV Hedge Fund Activity: Q1 2024 in Review
40 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2031 Municipal Bond ETF (BSMV) for Q1 2024, worth a combined $38.8M — up 13% from $34.3M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new BSMV positions and 2 closed out — a net gain of 4 holders — while 22 added to existing stakes and 8 trimmed.
The largest buyer was LPL Financial, adding an estimated $1.76M. The largest seller was CGN Advisors, cutting an estimated $741K.
- 40 institutional investors held Invesco BulletShares 2031 Municipal Bond ETF (BSMV) as of Q1 2024, up from 37 in Q4 2023.
- Funds reported $38.8M of Invesco BulletShares 2031 Municipal Bond ETF stock for Q1 2024, up 13% quarter-over-quarter.
- 6 funds opened new Invesco BulletShares 2031 Municipal Bond ETF positions in Q1 2024 and 2 closed out, a net change of +4 holders.
- The largest Invesco BulletShares 2031 Municipal Bond ETF buyer in Q1 2024 was LPL Financial, an estimated $1.76M added.
- The largest Invesco BulletShares 2031 Municipal Bond ETF seller in Q1 2024 was CGN Advisors, an estimated $741K sold.
Based on aggregated 13F filings for Q1 2024.