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Invesco BulletShares 2031 Municipal Bond ETF

58 hedge funds and large institutions have $57.6M invested in Invesco BulletShares 2031 Municipal Bond ETF in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 3

155% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 11

22% more capital invested

Capital invested by funds: $47.3M → $57.6M (+$10.3M)

16% more funds holding

Funds holding: 5058 (+8)

7.07% more ownership

Funds ownership: 61.38%68.44% (+7.1%)

Holders
58
Holders Change
+8
Holders Change %
+16%
% of All Funds
0.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
28
Reduced
11
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$5.66M +$1.7M +80,300 +42%
CIM
2
Confluence Investment Management
Missouri
$5.37M -$186K -8,802 -3%
EFP
3
Envision Financial Planning
Tennessee
$4.32M +$99.5K +4,714 +2%
Bank of America
4
Bank of America
North Carolina
$3.53M +$23.2K +1,101 +0.7%
Invesco
5
Invesco
Georgia
$2.95M +$786K +37,236 +36%
KFI
6
Key Financial Inc
Pennsylvania
$2.49M
AWM
7
Avior Wealth Management
Nebraska
$2.48M +$2.26M +107,041 +930%
Raymond James Financial
8
Raymond James Financial
Florida
$2.09M +$2.11M +99,907 New
KAS
9
Kestra Advisory Services
Texas
$1.65M -$123K -5,806 -7%
PWP
10
Precedent Wealth Partners
Texas
$1.55M +$66.9K +3,171 +4%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$1.53M +$909K +43,053 +143%
HighTower Advisors
12
HighTower Advisors
Illinois
$1.36M +$104K +4,928 +8%
Wells Fargo
13
Wells Fargo
California
$1.3M
CA
14
CGN Advisors
Kansas
$1.22M -$62K -2,938 -5%
MLA
15
MB, Levis & Associates
Pennsylvania
$1.21M +$36.4K +1,726 +3%
FTUS
16
Flow Traders U.S.
New York
$1.19M +$1.2M +56,714 New
FNB
17
Farmers National Bank
Kentucky
$1.05M +$1.06M +50,257 New
Lido Advisors
18
Lido Advisors
California
$1.03M +$1.04M +49,200 New
Jane Street
19
Jane Street
New York
$1.03M -$413K -19,557 -28%
SFG
20
Sterling Financial Group
California
$1M +$10.6K +500 +1%
Morgan Stanley
21
Morgan Stanley
New York
$972K +$195K +9,238 +25%
IWC
22
Integrated Wealth Concepts
Massachusetts
$967K +$607K +28,746 +165%
CAM
23
Clark Asset Management
New Hampshire
$928K +$130K +6,135 +16%
MA
24
MONECO Advisors
Connecticut
$765K +$263K +12,481 +52%
EH
25
Equitable Holdings
New York
$729K +$63.6K +3,013 +9%

BSMV Hedge Fund Activity: Q4 2024 in Review

58 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2031 Municipal Bond ETF (BSMV) for Q4 2024, worth a combined $57.6M — up 22% from $47.3M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new BSMV positions and 3 closed out — a net gain of 10 holders — while 28 added to existing stakes and 11 trimmed.

The largest buyer was Avior Wealth Management, adding an estimated $2.26M. The largest seller was Goldman Sachs, exiting entirely with an estimated $1.24M sold.

  • 58 institutional investors held Invesco BulletShares 2031 Municipal Bond ETF (BSMV) as of Q4 2024, up from 50 in Q3 2024.
  • Funds reported $57.6M of Invesco BulletShares 2031 Municipal Bond ETF stock for Q4 2024, up 22% quarter-over-quarter.
  • 13 funds opened new Invesco BulletShares 2031 Municipal Bond ETF positions in Q4 2024 and 3 closed out, a net change of +10 holders.
  • The largest Invesco BulletShares 2031 Municipal Bond ETF buyer in Q4 2024 was Avior Wealth Management, an estimated $2.26M added.
  • The largest Invesco BulletShares 2031 Municipal Bond ETF seller in Q4 2024 was Goldman Sachs, an estimated $1.24M sold.

Based on aggregated 13F filings for Q4 2024.