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Invesco BulletShares 2031 Municipal Bond ETF

58 hedge funds and large institutions have $68.2M invested in Invesco BulletShares 2031 Municipal Bond ETF in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 32 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 16

1% more capital invested

Capital invested by funds: $67.4M → $68.2M (+$853K)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

0.18% less ownership

Funds ownership: 67.2%67.02% (-0.18%)

2% less funds holding

Funds holding: 5958 (-1)

Holders
58
Holders Change
-1
Holders Change %
-1.69%
% of All Funds
0.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
32
Reduced
16
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$6.82M -$230K -11,235 -3%
Bank of America
2
Bank of America
North Carolina
$3.82M +$27K +1,320 +0.7%
Invesco
3
Invesco
Georgia
$3.65M +$354K +17,312 +11%
AUB
4
Atlantic Union Bankshares
Virginia
$3.32M +$632K +30,866 +24%
PWP
5
Precedent Wealth Partners
Texas
$3.24M +$319K +15,574 +11%
CIM
6
Confluence Investment Management
Missouri
$2.89M -$77.1K -3,765 -3%
UBS Group
7
UBS Group
Switzerland
$2.73M +$360K +17,587 +15%
KFI
8
Key Financial Inc
Pennsylvania
$2.5M +$20.5K +1,000 +0.8%
Raymond James Financial
9
Raymond James Financial
Florida
$2.46M +$257K +12,568 +12%
AWM
10
Avior Wealth Management
Nebraska
$2.43M -$589K -28,749 -20%
Morgan Stanley
11
Morgan Stanley
New York
$2.18M +$674K +32,903 +45%
MA
12
MONECO Advisors
Connecticut
$2.09M +$678K +33,129 +48%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$1.99M -$207K -10,134 -9%
Jane Street
14
Jane Street
New York
$1.91M +$1.11M +53,994 +139%
Lido Advisors
15
Lido Advisors
California
$1.78M +$395K +19,300 +29%
KAS
16
Kestra Advisory Services
Texas
$1.67M +$35.4K +1,727 +2%
MLA
17
MB, Levis & Associates
Pennsylvania
$1.29M +$12K +587 +0.9%
HighTower Advisors
18
HighTower Advisors
Illinois
$1.29M -$32K -1,562 -2%
SFG
19
Sterling Financial Group
California
$1.1M -$10.2K -500 -0.9%
FNB
20
Farmers National Bank
Kentucky
$1.08M +$12.1K +593 +1%
EFP
21
Envision Financial Planning
Tennessee
$1.05M -$3.28M -160,162 -76%
HBT
22
Hills Bank & Trust
Iowa
$1.04M +$1.03M +50,511 New
MML Investors Services
23
MML Investors Services
Massachusetts
$1M +$124K +6,061 +14%
CAM
24
Clark Asset Management
New Hampshire
$999K +$79.9K +3,904 +9%
Osaic Holdings
25
Osaic Holdings
Arizona
$976K +$113K +5,510 +13%

BSMV Hedge Fund Activity: Q2 2025 in Review

58 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2031 Municipal Bond ETF (BSMV) for Q2 2025, worth a combined $68.2M — up 1.3% from $67.4M a quarter earlier.

Fund positioning in BSMV was balanced in Q2 2025: 4 funds opened new positions, 4 closed out, 32 added to existing stakes and 16 trimmed.

The largest buyer was Jane Street, adding an estimated $1.11M. The largest seller was Envision Financial Planning, cutting an estimated $3.28M.

  • 58 institutional investors held Invesco BulletShares 2031 Municipal Bond ETF (BSMV) as of Q2 2025, down from 59 in Q1 2025.
  • Funds reported $68.2M of Invesco BulletShares 2031 Municipal Bond ETF stock for Q2 2025, up 1.3% quarter-over-quarter.
  • 4 funds opened new Invesco BulletShares 2031 Municipal Bond ETF positions in Q2 2025 and 4 closed out, a net change of 0 holders.
  • The largest Invesco BulletShares 2031 Municipal Bond ETF buyer in Q2 2025 was Jane Street, an estimated $1.11M added.
  • The largest Invesco BulletShares 2031 Municipal Bond ETF seller in Q2 2025 was Envision Financial Planning, an estimated $3.28M sold.

Based on aggregated 13F filings for Q2 2025.