BSMV icon

Invesco BulletShares 2031 Municipal Bond ETF
BSMV

Overview Fund Activity

59 hedge funds and large institutions have $67.4M invested in Invesco BulletShares 2031 Municipal Bond ETF in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 34 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
59
Holders Change
+1
Holders Change %
+1.72%
% of All Funds
0.8%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
34
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AUB
Atlantic Union Bankshares
Virginia
+$2.69M
2
UBS Group
UBS Group
Switzerland
+$1.73M
3
LPL Financial
LPL Financial
California
+$1.48M
4
PWP
Precedent Wealth Partners
Texas
+$1.39M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$696K

Top Sellers

1
CIM
Confluence Investment Management
Missouri
-$2.34M
2
FTUS
Flow Traders U.S.
New York
-$1.19M
3
Citadel Advisors
Citadel Advisors
Florida
-$313K
4
HNB
Huntington National Bank
Ohio
-$304K
5
HSWS
Higgins & Schmidt Wealth Strategies
Colorado
-$233K
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$7.09M +$1.48M +71,520 +26%
EFP
2
Envision Financial Planning
Tennessee
$4.37M +$89.6K +4,320 +2%
Bank of America
3
Bank of America
North Carolina
$3.82M +$318K +15,363 +9%
Invesco
4
Invesco
Georgia
$3.31M +$392K +18,891 +13%
AWM
5
Avior Wealth Management
Nebraska
$3.03M +$577K +27,839 +23%
CIM
6
Confluence Investment Management
Missouri
$2.98M -$2.34M -113,022 -44%
PWP
7
Precedent Wealth Partners
Texas
$2.93M +$1.39M +67,193 +91%
AUB
8
Atlantic Union Bankshares
Virginia
$2.69M +$2.69M +129,903 New
KFI
9
Key Financial Inc
Pennsylvania
$2.49M +$29K +1,400 +1%
UBS Group
10
UBS Group
Switzerland
$2.38M +$1.73M +83,691 +270%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$2.21M +$696K +33,595 +46%
Raymond James Financial
12
Raymond James Financial
Florida
$2.21M +$137K +6,612 +7%
KAS
13
Kestra Advisory Services
Texas
$1.65M +$9.49K +458 +0.6%
Morgan Stanley
14
Morgan Stanley
New York
$1.51M +$545K +26,280 +57%
MA
15
MONECO Advisors
Connecticut
$1.42M +$661K +31,862 +87%
Lido Advisors
16
Lido Advisors
California
$1.39M +$373K +18,000 +37%
HighTower Advisors
17
HighTower Advisors
Illinois
$1.33M -$14.5K -698 -1%
MLA
18
MB, Levis & Associates
Pennsylvania
$1.29M +$92.5K +4,462 +8%
CA
19
CGN Advisors
Kansas
$1.21M -$2.84K -137 -0.2%
SFG
20
Sterling Financial Group
California
$1.12M +$121K +5,850 +12%
Wells Fargo
21
Wells Fargo
California
$1.08M -$200K -9,650 -16%
FNB
22
Farmers National Bank
Kentucky
$1.07M +$26.7K +1,288 +3%
CAM
23
Clark Asset Management
New Hampshire
$923K +$4K +193 +0.4%
MML Investors Services
24
MML Investors Services
Massachusetts
$884K +$527K +25,447 +148%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$879K +$263K +12,705 +43%
1
2 3