Invesco BulletShares 2031 Municipal Bond ETF
BSMV
44 hedge funds and large institutions have $40M invested in Invesco BulletShares 2031 Municipal Bond ETF in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 12 reducing their positions, and 3 closing their positions.
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
83% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 12
10% more funds holding
Funds holding: 40 → 44 (+4)
3% more capital invested
Capital invested by funds: $38.8M → $40M (+$1.12M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4.04% less ownership
Funds ownership: 67.5% → 63.46% (-4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KFI
Key Financial Inc
West Chester,
Pennsylvania
|
+$547K |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$398K |
| 3 |
EFP
Envision Financial Planning
Memphis,
Tennessee
|
+$350K |
| 4 |
LPL Financial
San Diego,
California
|
+$319K |
| 5 |
MLA
MB, Levis & Associates
Center Valley,
Pennsylvania
|
+$259K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$901K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$456K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$189K |
| 4 |
CA
CGN Advisors
Manhattan,
Kansas
|
-$184K |
| 5 |
Invesco
Atlanta,
Georgia
|
-$127K |
BSMV Hedge Fund Activity: Q2 2024 in Review
44 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2031 Municipal Bond ETF (BSMV) for Q2 2024, worth a combined $40M — up 2.9% from $38.8M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new BSMV positions and 3 closed out — a net gain of 4 holders — while 22 added to existing stakes and 12 trimmed.
The largest buyer was Key Financial Inc, adding an estimated $547K. The largest seller was Jane Street, cutting an estimated $901K.
- 44 institutional investors held Invesco BulletShares 2031 Municipal Bond ETF (BSMV) as of Q2 2024, up from 40 in Q1 2024.
- Funds reported $40M of Invesco BulletShares 2031 Municipal Bond ETF stock for Q2 2024, up 2.9% quarter-over-quarter.
- 7 funds opened new Invesco BulletShares 2031 Municipal Bond ETF positions in Q2 2024 and 3 closed out, a net change of +4 holders.
- The largest Invesco BulletShares 2031 Municipal Bond ETF buyer in Q2 2024 was Key Financial Inc, an estimated $547K added.
- The largest Invesco BulletShares 2031 Municipal Bond ETF seller in Q2 2024 was Jane Street, an estimated $901K sold.
Based on aggregated 13F filings for Q2 2024.