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Invesco BulletShares 2026 Municipal Bond ETF
BSMQ

Overview Fund Activity

140 hedge funds and large institutions have $188M invested in Invesco BulletShares 2026 Municipal Bond ETF in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 59 increasing their positions, 40 reducing their positions, and 8 closing their positions.

Holders
140
Holders Change
+4
Holders Change %
+2.94%
% of All Funds
1.88%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
59
Reduced
40
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$11.8M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$1.59M
3
Bank of America
3
Bank of America
North Carolina
$8.03M
4
MA
4
MONECO Advisors
Connecticut
$3.06M
5
IWC
5
Integrated Wealth Concepts
Massachusetts
$3.51M

Top Sellers

1
AI
1
Atria Investments
North Carolina
$0
2
Osaic Holdings
2
Osaic Holdings
Arizona
$2.83M
3
Morgan Stanley
3
Morgan Stanley
New York
$10.9M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$4.01M
5
FFN
5
Focus Financial Network
Minnesota
$922K
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$15.1M 640,934 +7,565 +1%
LPL Financial
2
LPL Financial
California
$11.8M 500,997 +77,961 +18%
Morgan Stanley
3
Morgan Stanley
New York
$10.9M 462,536 -45,435 -9%
Bank of America
4
Bank of America
North Carolina
$8.03M 340,698 +46,886 +16%
Truist Financial
5
Truist Financial
North Carolina
$7.04M 298,961 -3,193 -1%
Invesco
6
Invesco
Georgia
$6.98M 296,072 +12,121 +4%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$6.88M 291,874 -17,097 -6%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$4.63M 196,529 -11,455 -6%
CVA
9
Central Valley Advisors
California
$4.3M 182,424 -2,671 -1%
UBS Group
10
UBS Group
Switzerland
$4.19M 177,892 -4,574 -3%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$4.01M 170,080 -41,370 -20%
AUB
12
Atlantic Union Bankshares
Virginia
$3.89M 165,321 +17,116 +12%
NA
13
NewEdge Advisors
Louisiana
$3.79M 160,743 +9,348 +6%
Raymond James Financial
14
Raymond James Financial
Florida
$3.75M 159,077 +6,507 +4%
VA
15
VestGen Advisors
Illinois
$3.53M 149,868 +2,057 +1%
IWC
16
Integrated Wealth Concepts
Massachusetts
$3.51M 149,088 +36,607 +33%
OFS
17
OneAscent Financial Services
Alabama
$3.11M 132,059 +9,608 +8%
ADL
18
Asset Dedication LLC
California
$3.1M 131,581 +16,708 +15%
MA
19
MONECO Advisors
Connecticut
$3.06M 129,978 +40,428 +45%
Osaic Holdings
20
Osaic Holdings
Arizona
$2.83M 119,905 -64,743 -35%
PWP
21
Precedent Wealth Partners
Texas
$2.62M 111,085 +10,046 +10%
CIM
22
Confluence Investment Management
Missouri
$2.61M 110,838 -3,502 -3%
KFI
23
Key Financial Inc
Pennsylvania
$2.46M 104,371 +6,166 +6%
Focus Partners Wealth
24
Focus Partners Wealth
Massachusetts
$2.11M 89,748 +8,826 +11%
Jane Street
25
Jane Street
New York
$1.99M 84,524 -30,185 -26%
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