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Invesco BulletShares 2031 Municipal Bond ETF
BSMV

76 hedge funds and large institutions have $112M invested in Invesco BulletShares 2031 Municipal Bond ETF in 2025 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 44 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

340% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 10

175% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 4

33% more capital invested

Capital invested by funds: $84.6M → $112M (+$27.9M)

9% more funds holding

Funds holding: 70 → 76 (+6)

3.47% more ownership

Funds ownership: 68.97% → 72.45% (+3.5%)

Holders
76
Holders Change
+6
Holders Change %
+8.57%
% of All Funds
0.92%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
44
Reduced
10
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HBT
Hills Bank & Trust
Iowa
+$6.61M
2
HighTower Advisors
HighTower Advisors
Illinois
+$3.18M
3
Morgan Stanley
Morgan Stanley
New York
+$2.19M
4
FTUS
Flow Traders U.S.
New York
+$1.63M
5
EC
Elequin Capital
New York
+$1.27M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$583K
2
IWC
Integrated Wealth Concepts
Massachusetts
-$520K
3
BPA
Beacon Pointe Advisors
California
-$191K
4
AUB
Atlantic Union Bankshares
Virginia
-$159K
5
SG
StoneX Group
New York
-$99.9K
Name Holding Trade Value Shares
Change 		Change in
Stake
HBT
1
Hills Bank & Trust
Iowa
$9.33M +$6.61M +312,658 +243%
LPL Financial
2
LPL Financial
California
$8.25M +$201K +9,492 +2%
Morgan Stanley
3
Morgan Stanley
New York
$5.22M +$2.19M +103,477 +72%
HighTower Advisors
4
HighTower Advisors
Illinois
$4.66M +$3.18M +150,658 +216%
Invesco
5
Invesco
Georgia
$4.45M +$771K +36,477 +21%
Lido Advisors
6
Lido Advisors
California
$4.14M +$397K +18,800 +11%
CVA
7
Central Valley Advisors
California
$4.04M +$66.7K +3,159 +2%
PWP
8
Precedent Wealth Partners
Texas
$4.01M +$250K +11,826 +7%
Raymond James Financial
9
Raymond James Financial
Florida
$4M +$905K +42,834 +29%
UBS Group
10
UBS Group
Switzerland
$3.9M +$869K +41,119 +29%
Bank of America
11
Bank of America
North Carolina
$3.86M +$50.1K +2,371 +1%
AWM
12
Avior Wealth Management
Nebraska
$3.68M +$567K +26,855 +18%
AUB
13
Atlantic Union Bankshares
Virginia
$3.6M -$159K -7,521 -4%
CIM
14
Confluence Investment Management
Missouri
$3.26M +$434K +20,527 +15%
KFI
15
Key Financial Inc
Pennsylvania
$2.63M +$63.4K +3,000 +2%
MA
16
MONECO Advisors
Connecticut
$2.34M +$38.7K +1,833 +2%
EFP
17
Envision Financial Planning
Tennessee
$2.25M +$44.6K +2,110 +2%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$2.24M +$1.17M +55,479 +110%
PWM
19
Parkway Wealth Management
Texas
$1.97M +$1.97M +93,276 New
KAS
20
Kestra Advisory Services
Texas
$1.91M +$8.13K +385 +0.4%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$1.65M -$583K -27,579 -26%
FTUS
22
Flow Traders U.S.
New York
$1.63M +$1.63M +77,168 New
EC
23
Elequin Capital
New York
$1.54M +$1.27M +59,933 +470%
Stifel Financial
24
Stifel Financial
Missouri
$1.43M +$491K +23,234 +52%
CAM
25
Clark Asset Management
New Hampshire
$1.43M +$23.4K +1,106 +2%
1
2 3 4

BSMV Hedge Fund Activity: Q4 2025 in Review

76 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2031 Municipal Bond ETF (BSMV) for Q4 2025, worth a combined $112M — up 33% from $84.6M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new BSMV positions and 4 closed out — a net gain of 7 holders — while 44 added to existing stakes and 10 trimmed.

The largest buyer was Hills Bank & Trust, adding an estimated $6.61M. The largest seller was Envestnet Asset Management, cutting an estimated $583K.

  • 76 institutional investors held Invesco BulletShares 2031 Municipal Bond ETF (BSMV) as of Q4 2025, up from 70 in Q3 2025.
  • Funds reported $112M of Invesco BulletShares 2031 Municipal Bond ETF stock for Q4 2025, up 33% quarter-over-quarter.
  • 11 funds opened new Invesco BulletShares 2031 Municipal Bond ETF positions in Q4 2025 and 4 closed out, a net change of +7 holders.
  • The largest Invesco BulletShares 2031 Municipal Bond ETF buyer in Q4 2025 was Hills Bank & Trust, an estimated $6.61M added.
  • The largest Invesco BulletShares 2031 Municipal Bond ETF seller in Q4 2025 was Envestnet Asset Management, an estimated $583K sold.

Based on aggregated 13F filings for Q4 2025.