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Invesco BulletShares 2031 Municipal Bond ETF
BSMV

Overview Fund Activity

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.

Holders
44
Holders Change
+4
Holders Change %
+10%
% of All Funds
0.64%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
7
Increased
22
Reduced
12
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KFI
1
Key Financial Inc
Pennsylvania
$2.4M
2
KAS
2
Kestra Advisory Services
Texas
$1.61M
3
EFP
3
Envision Financial Planning
Tennessee
$4.2M
4
LPL Financial
4
LPL Financial
California
$3.06M
5
MLA
5
MB, Levis & Associates
Pennsylvania
$1.06M

Top Sellers

1
Jane Street
1
Jane Street
New York
$1.6M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
Wells Fargo
3
Wells Fargo
California
$1.31M
4
CA
4
CGN Advisors
Kansas
$1.28M
5
Invesco
5
Invesco
Georgia
$1.61M
Name Market Value Shares Shares
Change 		Shares
Change %
CIM
1
Confluence Investment Management
Missouri
$5.92M 282,488 -3,269 -1%
EFP
2
Envision Financial Planning
Tennessee
$4.2M 200,599 +16,623 +9%
LPL Financial
3
LPL Financial
California
$3.06M 145,785 +15,180 +12%
Bank of America
4
Bank of America
North Carolina
$2.64M 125,963 +1,011 +0.8%
KFI
5
Key Financial Inc
Pennsylvania
$2.4M 114,364 +25,975 +29%
KAS
6
Kestra Advisory Services
Texas
$1.61M 77,023 +18,895 +33%
Invesco
7
Invesco
Georgia
$1.61M 76,874 -6,045 -7%
Jane Street
8
Jane Street
New York
$1.6M 76,175 -42,806 -36%
Wells Fargo
9
Wells Fargo
California
$1.31M 62,440 -8,989 -13%
CA
10
CGN Advisors
Kansas
$1.28M 61,045 -8,731 -13%
PWP
11
Precedent Wealth Partners
Texas
$1.21M 57,612 +8,932 +18%
MLA
12
MB, Levis & Associates
Pennsylvania
$1.06M 50,446 +12,333 +32%
SFG
13
Sterling Financial Group
California
$994K 47,440 -350 -0.7%
FNB
14
Farmers National Bank
Kentucky
$860K 41,049 +2,586 +7%
VVP
15
Venture Visionary Partners
Ohio
$843K 40,229 -1,874 -4%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$701K 33,439 +6,432 +24%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$670K 31,954 +3,171 +11%
EH
18
Equitable Holdings
New York
$668K 31,883 -3,013 -9%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$618K 29,501 +1,870 +7%
CAPTRUST Financial Advisors
20
CAPTRUST Financial Advisors
North Carolina
$613K 29,238 +4,031 +16%
CICC
21
Capital Investment Counsel (Colorado)
Colorado
$534K 25,466 – –
CAM
22
Clark Asset Management
New Hampshire
$526K 25,099 +12,257 +95%
Morgan Stanley
23
Morgan Stanley
New York
$495K 23,608 +1,691 +8%
Osaic Holdings
24
Osaic Holdings
Arizona
$475K 22,680 +4,851 +27%
GCA
25
Gradient Capital Advisors
California
$413K 19,704 – –
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