Who Owns Invesco BulletShares 2031 Municipal Bond ETF (BSMV)?Hedge Fund & Institutional Holders

$21.12+0.01 (+0.07%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$4.454000404100041e+259T

% of Float Held

—

QoQ Change in Holders

+7 / -3

Price History

$20.08$20.42$20.76$21.11$21.45Aug 24Jun 25Mar 26

BSMV — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
MONECO ADVISORS, LLCNew Position+111K+$2.3B
BANK OF AMERICA CORP /DE/Increased+2K+$2.0B
Clark Asset Management, LLCNew Position+68K+$1.4B
Elequin Capital, LPIncreased+60K+$1.3B
UBS Group AGIncreased+41K+$886.9M
Invesco Ltd.Increased+36K+$792.0M
Focus Partners WealthIncreased+52K+$790.0M
Koss-Olinger Consulting, LLCNew Position+26K+$551.0M
Gradient Capital Advisors, LLCNew Position+20K+$416.0M
CARY STREET PARTNERS FINANCIAL LLCIncreased+16K+$332.6M
PRECEDENT WEALTH PARTNERS, LLCIncreased+12K+$271.3M
Horizons Wealth ManagementIncreased+11K+$235.5M
Crews Bank & TrustNew Position+9K+$199.0M
MassMutual Private Wealth & Trust, FSBNew Position+7K+$157.0M
First Command Advisory Services, Inc.New Position+7K+$142.0M

BSMV — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Integrated Wealth Concepts LLCDecreased-25K-$1.2B
Equitable Holdings, Inc.Decreased-785-$977.1M
Sterling Financial Group, Inc.Closed Position-36K-$762.0M
Venture Visionary Partners LLCDecreased-2K-$513.5M
StoneX Group Inc.Decreased-5K-$476.8M
Beacon Pointe Advisors, LLCDecreased-9K-$450.4M
JPMORGAN CHASE & COClosed Position-3K-$56.0M
CGN Advisors LLCDecreased-912-$18.8M
PRINCIPAL SECURITIES, INC.Closed Position-3K-$67K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Invesco Ltd.210,773$4.5B0.00%Share
2CENTRAL VALLEY ADVISORS, LLC191,219$4.0B1.21%Share
3PRECEDENT WEALTH PARTNERS, LLC189,917$4.0B0.84%Share
4UBS Group AG184,341$3.9B0.00%Share
5MONECO ADVISORS, LLC110,824$2.3B0.19%Share
6Envision Financial Planning, LLC106,418$2.2B0.85%Share
7BANK OF AMERICA CORP /DE/135,830$2.0B0.00%Share
8RAYMOND JAMES FINANCIAL INC123,938$2.0B0.00%Share
9Elequin Capital, LP72,685$1.5B0.11%Share
10Clark Asset Management, LLC67,587$1.4B0.15%Share
11Farmers National Bank54,498$1.2B0.26%Share
12Asset Dedication, LLC49,093$1.0B0.07%Share
13OSAIC HOLDINGS, INC.60,035$1.0B0.00%Share
14RAYMOND JAMES FINANCIAL INC65,303$1.0B0.00%Share
15Focus Partners Wealth61,676$1.0B0.00%Share
16STIFEL FINANCIAL CORP67,870$1.0B0.00%Share
17CARY STREET PARTNERS FINANCIAL LLC41,605$879.0M0.02%Share
18Koss-Olinger Consulting, LLC26,048$551.0M0.04%Share
19Addison Advisors LLC22,320$471.0M0.11%Share
20Jacobi Capital Management LLC20,105$424.0M0.02%Share
21Gradient Capital Advisors, LLC19,704$416.0M0.11%Share
22Cambridge Financial Group, LLC15,398$325.0M0.11%Share
23Horizons Wealth Management12,605$266.0M0.17%Share
24CGN Advisors LLC10,690$225.0M0.02%Share
25Crews Bank & Trust9,460$199.0M0.03%Share
26MassMutual Private Wealth & Trust, FSB7,457$157.0M0.00%Share
27First Command Advisory Services, Inc.6,735$142.0M0.00%Share
28Farther Finance Advisors, LLC6,429$135.0M0.00%Share
29Farmers National Bank1,189$25.1M0.01%Share
30YANKCOM Partnership929$19.0M0.01%Share
31NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO317,976$13.7M0.01%Share
32Hills Bank & Trust Co441,580$9.3M0.00%Share
33LPL Financial LLC390,534$8.0M0.00%Share
34MORGAN STANLEY246,748$5.0M0.00%Share
35HighTower Advisors, LLC220,511$4.0M0.00%Share
36Lido Advisors, LLC195,700$4.0M0.01%Share
37Avior Wealth Management, LLC174,209$3.7M0.11%Share
38Atlantic Union Bankshares Corp153,349$3.2M0.06%Share
39Key FInancial Inc124,289$2.6M0.48%Share
40Parkway Wealth Management Group, LLC93,276$2.0M0.26%Share
41ENVESTNET ASSET MANAGEMENT INC78,257$1.0M0.00%Share
42MML INVESTORS SERVICES, LLC58,162$1.0M0.00%Share
43JANE STREET GROUP, LLC59,333$1.0M0.00%Share
44Kestra Advisory Services, LLC90,384$1.0M0.00%Share
45Sequoia Financial Advisors, LLC36,270$766K0.00%Share
46Marietta Wealth Management, LLC34,012$718K0.08%Share
47BENJAMIN EDWARDS INC26,374$557K0.01%Share
48Atlantic Union Bankshares Corp9,735$205K0.00%Share
49HARBOUR INVESTMENTS, INC.9,517$201K0.00%Share
50Capital Analysts, LLC8,884$188K0.01%Share

BSMV Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202574$38.4B+22
Q3 202552$56.9B+1
Q2 202551$51.5B-8
Q1 202559$69.5B+10
Q4 202449$2.6T+10
Q3 202439$6.4T+7
Q2 202432$2.3T+3
Q1 202429$3.1T—

Similar Stocks by Institutional Ownership

1306.T

NEXT FUNDS TOPIX Exchange Traded Fund

152100.KS

PLUS 200

102780.KS

Kodex Samsung Group

1591.T

NEXT FUNDS JPX-Nikkei Index 400 Exchange Traded Fund

VOO

Vanguard S&P 500 ETF

OAKI

Oakmark International Large Cap ETF

BCTK

Baron Technology ETF

JPM

JPMorgan Chase & Co.

As of Q4 2025, 50 institutional investors hold BSMV (Invesco BulletShares 2031 Municipal Bond ETF). The largest holder is Invesco Ltd. with $4.5B in shares. This quarter, 7 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own BSMV?

As of Q4 2025, 50 institutional investors report holding BSMV (Invesco BulletShares 2031 Municipal Bond ETF) in their 13F filings.

Who is the largest institutional holder of BSMV?

The largest institutional holder of BSMV is Invesco Ltd. with $4.5B in shares.

Is institutional ownership of BSMV increasing or decreasing?

This quarter, 7 institutions opened new positions in BSMV and 3 closed their positions.