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Invesco BulletShares 2026 Municipal Bond ETF
BSMQ

145 hedge funds and large institutions have $220M invested in Invesco BulletShares 2026 Municipal Bond ETF in 2026 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 59 increasing their positions, 41 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 41

1.96% more ownership

Funds ownership: 71.3% → 73.26% (+2%)

2% more capital invested

Capital invested by funds: $216M → $220M (+$3.93M)

6% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 17

2% less funds holding

Funds holding: 148 → 145 (-3)

Holders
145
Holders Change
-3
Holders Change %
-2.03%
% of All Funds
1.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
59
Reduced
41
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$4.11M
2
OFS
OneAscent Financial Services
Alabama
+$3.68M
3
Raymond James Financial
Raymond James Financial
Florida
+$2.99M
4
Bank of America
Bank of America
North Carolina
+$2.76M
5
TJHA
Thomas J. Herzfeld Advisors
Florida
+$2.32M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
-$4.61M
2
CIM
Confluence Investment Management
Missouri
-$3.87M
3
CCW
Coastline Complete Wealth
South Carolina
-$3.7M
4
Goldman Sachs
Goldman Sachs
New York
-$3.27M
5
Jane Street
Jane Street
New York
-$1.88M
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
1
Wells Fargo
California
$14.4M +$121K +5,135 +0.8%
Bank of America
2
Bank of America
North Carolina
$13.1M +$2.76M +116,540 +27%
LPL Financial
3
LPL Financial
California
$12M -$584K -24,699 -5%
UBS Group
4
UBS Group
Switzerland
$9.34M +$4.11M +173,850 +78%
Invesco
5
Invesco
Georgia
$9.17M +$244K +10,299 +3%
Truist Financial
6
Truist Financial
North Carolina
$7.9M +$590K +24,953 +8%
Raymond James Financial
7
Raymond James Financial
Florida
$6.73M +$2.99M +126,325 +80%
Morgan Stanley
8
Morgan Stanley
New York
$5.53M -$1.69M -71,632 -23%
SF
9
Summit Financial
New Jersey
$5.05M +$40K +1,690 +0.8%
Osaic Holdings
10
Osaic Holdings
Arizona
$5.03M -$116K -4,890 -2%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$4.91M +$773K +32,701 +19%
ADL
12
Asset Dedication LLC
California
$4.83M +$549K +23,201 +13%
KFI
13
Key Financial Inc
Pennsylvania
$4.57M +$1.59M +67,390 +53%
IWC
14
Integrated Wealth Concepts
Massachusetts
$4.56M +$156K +6,602 +4%
NA
15
NewEdge Advisors
Louisiana
$4.33M +$245K +10,369 +6%
AUB
16
Atlantic Union Bankshares
Virginia
$4.24M +$268K +11,345 +7%
HBT
17
Hills Bank & Trust
Iowa
$3.98M -$853K -36,069 -18%
FSAG
18
Financial Solutions Advisory Group
Illinois
$3.87M +$3.88M +163,857 New
HighTower Advisors
19
HighTower Advisors
Illinois
$3.79M -$61.4K -2,596 -2%
Thrivent Financial for Lutherans
20
Thrivent Financial for Lutherans
Minnesota
$3.68M +$461K +19,480 +14%
OFS
21
OneAscent Financial Services
Alabama
$3.67M +$3.68M +155,390 New
MA
22
MONECO Advisors
Connecticut
$3.66M +$272K +11,484 +8%
PWP
23
Precedent Wealth Partners
Texas
$2.96M +$69.2K +2,925 +2%
LPT
24
Legacy Private Trust
Wisconsin
$2.78M +$484K +20,465 +21%
Ameriprise
25
Ameriprise
Minnesota
$2.7M +$667K +28,202 +33%
1
2 3 4 5

BSMQ Hedge Fund Activity: Q1 2026 in Review

145 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) for Q1 2026, worth a combined $220M — up 1.8% from $216M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of BSMQ and 16 opened new positions — a net loss of 1 holder — while 41 trimmed existing stakes and 59 added.

The largest buyer was UBS Group, adding an estimated $4.11M. The largest seller was Bank of New York Mellon, exiting entirely with an estimated $4.61M sold.

  • 145 institutional investors held Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) as of Q1 2026, down from 148 in Q4 2025.
  • Funds reported $220M of Invesco BulletShares 2026 Municipal Bond ETF stock for Q1 2026, up 1.8% quarter-over-quarter.
  • 16 funds opened new Invesco BulletShares 2026 Municipal Bond ETF positions in Q1 2026 and 17 closed out, a net change of -1 holder.
  • The largest Invesco BulletShares 2026 Municipal Bond ETF buyer in Q1 2026 was UBS Group, an estimated $4.11M added.
  • The largest Invesco BulletShares 2026 Municipal Bond ETF seller in Q1 2026 was Bank of New York Mellon, an estimated $4.61M sold.

Based on aggregated 13F filings for Q1 2026.