Who Owns BSMV?
Invesco BulletShares 2031 Municipal Bond ETF — Institutional Ownership & 13F Holdings
$21.02
+0.00 (+0.02%)
Market Cap
$135.9M
Shares Outstanding
6,399,452
Institutional Holders
59
Total Inst. Value
$929.5M
% of Float Held
—
QoQ Holder Change
+30
Institutional data as of Q1 2025
New Positions
16
Closed Positions
6
Increased
29
Decreased
11
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $879.3M | 42,415 |
| 2 | Envision Financial Planning, LLC | $4.4M | 210,905 |
| 3 | BANK OF AMERICA CORP /DE/ | $3.8M | 184,049 |
| 4 | Invesco Ltd. | $3.3M | 159,853 |
| 5 | Avior Wealth Management, LLC | $3.0M | 146,393 |
| 6 | PRECEDENT WEALTH PARTNERS, LLCNew | $2.9M | 141,395 |
| 7 | Atlantic Union Bankshares CorpNew | $2.7M | 129,903 |
| 8 | Key FInancial Inc | $2.5M | 120,289 |
| 9 | UBS Group AG | $2.4M | 114,648 |
| 10 | RAYMOND JAMES FINANCIAL INC | $2.2M | 106,519 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | +13K | $879.3M |
| Envision Financial Planning, LLC | +4K | $4.4M |
| BANK OF AMERICA CORP /DE/ | +15K | $3.8M |
| Invesco Ltd. | +19K | $3.3M |
| Avior Wealth Management, LLC | +28K | $3.0M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Venture Visionary Partners LLC | -28K | $550K |
| JANE STREET GROUP, LLC | -10K | $805K |
| WELLS FARGO & COMPANY/MN | -10K | $1.1M |
| Integrated Wealth Concepts LLC | -8K | $798K |
| Jacobi Capital Management LLC | -1K | $226K |
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Frequently Asked Questions
How many institutional investors hold BSMV?
As of Q1 2025, 59 institutional investors report holding BSMV (Invesco BulletShares 2031 Municipal Bond ETF) in their 13F filings.
Which hedge fund owns the most BSMV?
The largest institutional holder of BSMV is NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO with $879.3M in shares.
Are institutions buying or selling BSMV?
This quarter, 16 institutions opened new positions in BSMV and 6 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.