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Invesco BulletShares 2031 Municipal Bond ETF

70 hedge funds and large institutions have $84.6M invested in Invesco BulletShares 2031 Municipal Bond ETF in 2025 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 2

192% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 12

24% more capital invested

Capital invested by funds: $68.2M → $84.6M (+$16.3M)

21% more funds holding

Funds holding: 5870 (+12)

1.95% more ownership

Funds ownership: 67.02%68.97% (+2%)

Holders
70
Holders Change
+12
Holders Change %
+20.69%
% of All Funds
0.92%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
35
Reduced
12
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$8.01M +$1.05M +50,466 +15%
CVA
2
Central Valley Advisors
California
$3.95M +$3.91M +188,060 New
Bank of America
3
Bank of America
North Carolina
$3.79M -$105K -5,059 -3%
PWP
4
Precedent Wealth Partners
Texas
$3.74M +$439K +21,122 +13%
AUB
5
Atlantic Union Bankshares
Virginia
$3.74M +$354K +17,011 +11%
Lido Advisors
6
Lido Advisors
California
$3.72M +$1.88M +90,400 +105%
Invesco
7
Invesco
Georgia
$3.66M -$59.6K -2,869 -2%
AWM
8
Avior Wealth Management
Nebraska
$3.1M +$618K +29,710 +25%
Raymond James Financial
9
Raymond James Financial
Florida
$3.08M +$568K +27,320 +23%
Morgan Stanley
10
Morgan Stanley
New York
$3.01M +$783K +37,659 +36%
UBS Group
11
UBS Group
Switzerland
$3.01M +$228K +10,987 +8%
CIM
12
Confluence Investment Management
Missouri
$2.81M -$125K -6,036 -4%
HBT
13
Hills Bank & Trust
Iowa
$2.71M +$1.63M +78,411 +155%
KFI
14
Key Financial Inc
Pennsylvania
$2.55M
MA
15
MONECO Advisors
Connecticut
$2.29M +$155K +7,444 +7%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$2.22M +$193K +9,285 +10%
EFP
17
Envision Financial Planning
Tennessee
$2.19M +$1.11M +53,565 +106%
KAS
18
Kestra Advisory Services
Texas
$1.89M +$185K +8,881 +11%
HighTower Advisors
19
HighTower Advisors
Illinois
$1.47M +$150K +7,217 +12%
CAM
20
Clark Asset Management
New Hampshire
$1.4M +$375K +18,047 +37%
IWC
21
Integrated Wealth Concepts
Massachusetts
$1.24M +$428K +20,598 +53%
FNB
22
Farmers National Bank
Kentucky
$1.12M +$27.5K +1,323 +3%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$1.06M +$190K +9,160 +22%
MML Investors Services
24
MML Investors Services
Massachusetts
$1.06M +$39.1K +1,880 +4%
Osaic Holdings
25
Osaic Holdings
Arizona
$991K +$8.23K +396 +0.8%

BSMV Hedge Fund Activity: Q3 2025 in Review

70 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2031 Municipal Bond ETF (BSMV) for Q3 2025, worth a combined $84.6M — up 24% from $68.2M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new BSMV positions and 2 closed out — a net gain of 12 holders — while 35 added to existing stakes and 12 trimmed.

The largest buyer was Central Valley Advisors, opening a new position worth an estimated $3.91M. The largest seller was Jane Street, cutting an estimated $1.55M.

  • 70 institutional investors held Invesco BulletShares 2031 Municipal Bond ETF (BSMV) as of Q3 2025, up from 58 in Q2 2025.
  • Funds reported $84.6M of Invesco BulletShares 2031 Municipal Bond ETF stock for Q3 2025, up 24% quarter-over-quarter.
  • 14 funds opened new Invesco BulletShares 2031 Municipal Bond ETF positions in Q3 2025 and 2 closed out, a net change of +12 holders.
  • The largest Invesco BulletShares 2031 Municipal Bond ETF buyer in Q3 2025 was Central Valley Advisors, an estimated $3.91M added.
  • The largest Invesco BulletShares 2031 Municipal Bond ETF seller in Q3 2025 was Jane Street, an estimated $1.55M sold.

Based on aggregated 13F filings for Q3 2025.