Invesco BulletShares 2031 Municipal Bond
BSMV • NASDAQ
Invesco BulletShares 2031 Municipal Bond is an exchange-traded fund on NASDAQ. As of Q3 2025, 70 institutional investors hold shares in this ETF, with total holdings valued at $83.3M. LPL Financial LLC is the largest holder with a position valued at $8.0M.
Overview
Overview of institutional ownership in BSMV as of Q3 2025
All Institutions
- Institutions
- 70
- Value Held
- $83.3M
- Shares Held
- 4.0M
- Avg Position
- $1.2M
- Median Position
- $553.6K
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $267.9K
- Shares Held
- 12.8K
- Avg Position
- $267.9K
- Median Position
- $267.9K
Biggest Investors
Institutions with the largest positions in BSMV as of Q3 2025
| Institution | Position Value |
|---|---|
L LPL Financial LLC Institution | $8.0M 0.00% of portfolio |
C CENTRAL VALLEY ADVISORS, LLC Institution | $4.0M 1.24% of portfolio |
 BANK OF AMERICA CORP /DE/ Institution | $3.8M 0.00% of portfolio |
P PRECEDENT WEALTH PARTNERS, LLC RIA/Wealth | $3.7M 0.85% of portfolio |
 Union Bankshares Corp Institution | $3.7M 0.07% of portfolio |
 Lido Advisors, LLC RIA/Wealth | $3.7M 0.02% of portfolio |
 Invesco Ltd. ETF Provider | $3.7M 0.00% of portfolio |
$3.1M 0.10% of portfolio | |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $3.1M 0.00% of portfolio |
 MORGAN STANLEY RIA/Wealth | $3.0M 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for BSMV in Q3 2025
- Traded
- +$14.9M
- Buyers
- 48
- Sellers
- 15
- Total Bought
- +$19.0M
- Total Sold
- −$4.2M
- Avg Position
- $1.2M
Biggest Buyers
| Institution | Net Bought |
|---|---|
C CENTRAL VALLEY ADVISORS, LLC Institution | +$4.0M +188.1K shares |
Lido Advisors, LLC RIA/Wealth | +$1.9M +90.4K shares |
H Hills Bank & Trust Co Institution | +$1.6M +78.4K shares |
 Envision Financial Planning, LLC RIA/Wealth | +$1.1M +53.6K shares |
L LPL Financial LLC Institution | +$1.1M +50.5K shares |
MORGAN STANLEY RIA/Wealth | +$791.2K +37.7K shares |
+$624.2K +29.7K shares | |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$574.0K +27.3K shares |
 HPM Partners LLC RIA/Wealth | +$560.0K +26.7K shares |
C CARY STREET PARTNERS FINANCIAL LLC Institution | +$546.4K +26.0K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
J JANE STREET GROUP, LLC Institution | −$1.6M −74.8K shares |
 MB, LEVIS & ASSOCIATES, LLC RIA/Wealth | −$1.3M −62.6K shares |
 Sterling Financial Group, Inc. RIA/Wealth | −$357.6K −17.0K shares |
 Garrett Investment Advisors LLC RIA/Wealth | −$348.7K −16.6K shares |
 CONFLUENCE INVESTMENT MANAGEMENT LLC Long Only Manager | −$126.8K −6.0K shares |
BANK OF AMERICA CORP /DE/ Institution | −$106.3K −5.1K shares |
 Venture Visionary Partners LLC RIA/Wealth | −$75.2K −3.6K shares |
 Collier Financial RIA/Wealth | −$72.0K −3.4K shares |
Invesco Ltd. ETF Provider | −$60.3K −2.9K shares |
 VestGen Advisors, LLC RIA/Wealth | −$48.7K −2.3K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited BSMV in Q3 2025
- New Positions
- 12
- New Value
- $6.7M
- Exited Positions
- 2
- Exited Value
- $1.3M
New Positions
| Institution | Position Value |
|---|---|
C CENTRAL VALLEY ADVISORS, LLC Institution | $4.0M 188.1K shares |
HPM Partners LLC RIA/Wealth | $560.0K 26.7K shares |
C CARY STREET PARTNERS FINANCIAL LLC Institution | $546.4K 26.0K shares |
 IFG Advisory, LLC RIA/Wealth | $268.1K 12.8K shares |
E ELEQUIN CAPITAL LP Hedge Fund•Multi-Strategy | $267.9K 12.8K shares |
O OneAscent Financial Services LLC RIA/Wealth | $226.5K 10.8K shares |
C Colony Group, LLC Institution | $210.0K 10.0K shares |
M MASSMUTUAL TRUST CO FSB/ADV Institution | $197.0K 9.4K shares |
 HARBOUR INVESTMENTS, INC. RIA/Wealth | $190.0K 9.0K shares |
 ORG Partners LLC RIA/Wealth | $140.8K 6.7K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
MB, LEVIS & ASSOCIATES, LLC RIA/Wealth | $1.3M 62.6K shares |
A AdvisorNet Financial, Inc Institution | $6.6K 320.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in BSMV as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with BSMV as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
C CENTRAL VALLEY ADVISORS, LLC Institution | 1.24% $4.0M |
Envision Financial Planning, LLC RIA/Wealth | 0.94% $2.2M |
P PRECEDENT WEALTH PARTNERS, LLC RIA/Wealth | 0.85% $3.7M |
 Key FInancial Inc RIA/Wealth | 0.47% $2.6M |
Sterling Financial Group, Inc. RIA/Wealth | 0.24% $762.0K |
 MONECO Advisors, LLC RIA/Wealth | 0.19% $2.3M |
 Clark Asset Management, LLC RIA/Wealth | 0.16% $1.4M |
H Hills Bank & Trust Co Institution | 0.16% $2.7M |
G Gradient Capital Advisors, LLC RIA/Wealth | 0.11% $414.0K |
A Addison Advisors LLC Institution | 0.11% $468.3K |
Hedge Fund Spotlight
Discover hedge funds investing in BSMV
E
ELEQUIN CAPITAL LP
Hedge Fund • Multi-Strategy
Portfolio ManagerPeter German Gutierrez
- Portfolio Value
- $864.9M
- Positions
- 104
- Last Reported
- Q3 2025
Sector Allocation
Position in Invesco BulletShares 2031 Municipal Bond
- Market Value
- $267.9K
- Shares Held
- 12.8K
- Portfolio Weight
- 0.03%
- Owned Since
- 2025-Q3
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Auto - Manufacturers Consumer Cyclical | $204.2M | 23.62% | |
Software - Infrastructure Technology | $77.7M | 8.98% | |
Semiconductors Technology | $56.6M | 6.54% |
