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Invesco BulletShares 2031 Municipal Bond ETF
BSMV

Overview Fund Activity

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.

Holders
58
Holders Change
+8
Holders Change %
+16%
% of All Funds
0.77%
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
–

Top Buyers

1
AWM
1
Avior Wealth Management
Nebraska
$2.48M
2
Raymond James Financial
2
Raymond James Financial
Florida
$2.09M
3
LPL Financial
3
LPL Financial
California
$5.66M
4
FTUS
4
Flow Traders U.S.
New York
$1.19M
5
FNB
5
Farmers National Bank
Kentucky
$1.05M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
Jane Street
3
Jane Street
New York
$1.03M
4
CICC
4
Capital Investment Counsel (Colorado)
Colorado
$0
5
CIM
5
Confluence Investment Management
Missouri
$5.37M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$5.66M 270,291 +80,300 +42%
CIM
2
Confluence Investment Management
Missouri
$5.37M 256,727 -8,802 -3%
EFP
3
Envision Financial Planning
Tennessee
$4.32M 206,585 +4,714 +2%
Bank of America
4
Bank of America
North Carolina
$3.53M 168,686 +1,101 +0.7%
Invesco
5
Invesco
Georgia
$2.95M 140,962 +37,236 +36%
KFI
6
Key Financial Inc
Pennsylvania
$2.49M 118,889 – –
AWM
7
Avior Wealth Management
Nebraska
$2.48M 118,554 +107,041 +930%
Raymond James Financial
8
Raymond James Financial
Florida
$2.09M 99,907 +99,907 New
KAS
9
Kestra Advisory Services
Texas
$1.65M 78,933 -5,806 -7%
PWP
10
Precedent Wealth Partners
Texas
$1.55M 74,202 +3,171 +4%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$1.53M 73,090 +43,053 +143%
HighTower Advisors
12
HighTower Advisors
Illinois
$1.36M 64,896 +4,928 +8%
Wells Fargo
13
Wells Fargo
California
$1.3M 61,974 – –
CA
14
CGN Advisors
Kansas
$1.22M 58,433 -2,938 -5%
MLA
15
MB, Levis & Associates
Pennsylvania
$1.21M 57,597 +1,726 +3%
FTUS
16
Flow Traders U.S.
New York
$1.19M 56,714 +56,714 New
FNB
17
Farmers National Bank
Kentucky
$1.05M 50,257 +50,257 New
Lido Advisors
18
Lido Advisors
California
$1.03M 49,200 +49,200 New
Jane Street
19
Jane Street
New York
$1.03M 49,173 -19,557 -28%
SFG
20
Sterling Financial Group
California
$1M 47,940 +500 +1%
Morgan Stanley
21
Morgan Stanley
New York
$972K 46,430 +9,238 +25%
IWC
22
Integrated Wealth Concepts
Massachusetts
$967K 46,190 +28,746 +165%
CAM
23
Clark Asset Management
New Hampshire
$928K 44,337 +6,135 +16%
MA
24
MONECO Advisors
Connecticut
$765K 36,556 +12,481 +52%
EH
25
Equitable Holdings
New York
$729K 34,831 +3,013 +9%
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