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Invesco BulletShares 2026 Municipal Bond ETF
BSMQ

40 hedge funds and large institutions have $27.8M invested in Invesco BulletShares 2026 Municipal Bond ETF in 2022 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 11 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

750% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 2

106% more capital invested

Capital invested by funds: $13.5M → $27.8M (+$14.3M)

60% more funds holding

Funds holding: 25 → 40 (+15)

57% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 7

23.01% more ownership

Funds ownership: 50.43% → 73.44% (+23%)

Holders
40
Holders Change
+15
Holders Change %
+60%
% of All Funds
0.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
11
Reduced
7
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$3.81M
2
Wells Fargo
Wells Fargo
California
+$3.72M
3
NA
NewEdge Advisors
Louisiana
+$2.31M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$1.05M
5
RCA
Resonant Capital Advisors
Wisconsin
+$889K

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$565K
2
Morgan Stanley
Morgan Stanley
New York
-$516K
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$244K
4
BFA
Beaumont Financial Advisors
Massachusetts
-$154K
5
CIC
Carnegie Investment Counsel
Ohio
-$107K
Name Holding Trade Value Shares
Change 		Change in
Stake
NAM
26
NorthCrest Asset Manangement
Minnesota
$244K +$244K +10,306 New
KBFS
27
Kohmann Bosshard Financial Services
Ohio
$243K +$244K +10,280 New
FIM
28
Freedom Investment Management
Connecticut
$227K -$17.1K -720 -7%
BFA
29
Bill Few Associates
Pennsylvania
$211K +$212K +8,922 New
TCA
30
Transcend Capital Advisors
New Jersey
$200K +$200K +8,450 New
HWM
31
Horizons Wealth Management
North Carolina
$196K +$194K +8,195 New
KFI
32
Key Financial Inc
Pennsylvania
$150K – – –
UBS Group
33
UBS Group
Switzerland
$121K -$26.3K -1,108 -18%
BFEC
34
Benjamin F. Edwards & Company
Missouri
$109K +$109K +4,600 New
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$97K +$97.3K +4,102 New
AF
36
Advisornet Financial
Minnesota
$55K +$4.98K +210 +10%
WB
37
Webster Bank
Connecticut
$35K +$35.2K +1,485 New
MCC
38
Money Concepts Capital
Florida
$24K – – –
GWM
39
Geneos Wealth Management
Colorado
$21K – – –
TWM
40
Tradition Wealth Management
Minnesota
$13K +$47 +2 +0.4%
Thrivent Financial for Lutherans
41
Thrivent Financial for Lutherans
Minnesota
– -$244K -10,041 Closed
SCA
42
Stonebridge Capital Advisors
Minnesota
– -$36K -1,500 Closed
1
2

BSMQ Hedge Fund Activity: Q2 2022 in Review

40 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) for Q2 2022, worth a combined $27.8M — up 106% from $13.5M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new BSMQ positions and 2 closed out — a net gain of 15 holders — while 11 added to existing stakes and 7 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $3.81M. The largest seller was Bank of America, cutting an estimated $565K.

  • 40 institutional investors held Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) as of Q2 2022, up from 25 in Q1 2022.
  • Funds reported $27.8M of Invesco BulletShares 2026 Municipal Bond ETF stock for Q2 2022, up 106% quarter-over-quarter.
  • 17 funds opened new Invesco BulletShares 2026 Municipal Bond ETF positions in Q2 2022 and 2 closed out, a net change of +15 holders.
  • The largest Invesco BulletShares 2026 Municipal Bond ETF buyer in Q2 2022 was Jane Street, an estimated $3.81M added.
  • The largest Invesco BulletShares 2026 Municipal Bond ETF seller in Q2 2022 was Bank of America, an estimated $565K sold.

Based on aggregated 13F filings for Q2 2022.