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Invesco BulletShares 2026 Municipal Bond ETF
BSMQ

Overview Fund Activity

59 hedge funds and large institutions have $59.2M invested in Invesco BulletShares 2026 Municipal Bond ETF in 2022 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 27 increasing their positions, 6 reducing their positions, and 4 closing their positions.

Holders
59
Holders Change
+14
Holders Change %
+31.11%
% of All Funds
0.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
27
Reduced
6
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$9.42M
2
CIM
2
Confluence Investment Management
Missouri
$5.72M
3
Wells Fargo
3
Wells Fargo
California
$7.57M
4
LPL Financial
4
LPL Financial
California
$5.75M
5
PI
5
PFS Investments
Georgia
$1.62M

Top Sellers

1
NAM
1
NorthCrest Asset Manangement
Minnesota
$0
2
FIM
2
Freedom Investment Management
Connecticut
$0
3
WB
3
Webster Bank
Connecticut
$50K
4
RHP
4
Royal Harbor Partners
Texas
$464K
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$219K
Name Market Value Shares Shares
Change 		Shares
Change %
AUB
26
Atlantic Union Bankshares
Virginia
$473K 20,125 +20,125 New
RHP
27
Royal Harbor Partners
Texas
$464K 19,739 -3,781 -16%
PTC
28
Private Trust Company
Ohio
$451K 19,175 +16,775 +699%
SFG
29
Sterling Financial Group
California
$432K 18,369 +18,369 New
EH
30
Equitable Holdings
New York
$363K 15,443 +451 +3%
PWM
31
Paulson Wealth Management
Illinois
$326K 13,849 +13,849 New
BFEC
32
Benjamin F. Edwards & Company
Missouri
$318K 13,519 +2,900 +27%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$295K 12,552 +955 +8%
CAM
34
Clark Asset Management
New Hampshire
$285K 12,117 +12,117 New
HighTower Advisors
35
HighTower Advisors
Illinois
$277K 11,779 -465 -4%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$275K 11,700 – –
Stifel Financial
37
Stifel Financial
Missouri
$272K 11,568 +11,568 New
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$250K 10,643 +10,643 New
TF
39
TLWM Financial
Texas
$249K 10,606 +10,606 New
KBFS
40
Kohmann Bosshard Financial Services
Ohio
$242K 10,280 – –
CG
41
Colony Group
Massachusetts
$230K 9,762 +9,762 New
CPC
42
Cookson Peirce & Co
Pennsylvania
$226K 9,608 +580 +6%
BPA
43
Beacon Pointe Advisors
California
$223K 9,474 +9,474 New
MTWM
44
Masso Torrence Wealth Management
New Jersey
$221K 9,393 +9,393 New
RJFSA
45
Raymond James Financial Services Advisors
Florida
$219K 9,324 -3,126 -25%
MOS
46
MGO One Seven
Ohio
$216K 9,185 +9,185 New
BFA
47
Bill Few Associates
Pennsylvania
$210K 8,922 – –
DWM
48
Denver Wealth Management
Colorado
$209K 8,896 +8,896 New
HWM
49
Horizons Wealth Management
North Carolina
$193K 8,195 – –
KFI
50
Key Financial Inc
Pennsylvania
$144K 6,333 – –
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