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Invesco BulletShares 2026 Municipal Bond ETF
BSMQ

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.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 4

350% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 6

118% more capital invested

Capital invested by funds: $27.2M → $59.2M (+$32M)

31% more funds holding

Funds holding: 45 → 59 (+14)

10.53% more ownership

Funds ownership: 62.65% → 73.18% (+11%)

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
Morgan Stanley
New York
+$8.3M
2
CIM
Confluence Investment Management
Missouri
+$5.65M
3
Wells Fargo
Wells Fargo
California
+$3.57M
4
LPL Financial
LPL Financial
California
+$2.78M
5
PI
PFS Investments
Georgia
+$1.6M

Top Sellers

1
NAM
NorthCrest Asset Manangement
Minnesota
-$235K
2
FIM
Freedom Investment Management
Connecticut
-$225K
3
WB
Webster Bank
Connecticut
-$106K
4
RHP
Royal Harbor Partners
Texas
-$87.9K
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$72.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
AUB
26
Atlantic Union Bankshares
Virginia
$473K +$468K +20,125 New
RHP
27
Royal Harbor Partners
Texas
$464K -$87.9K -3,781 -16%
PTC
28
Private Trust Company
Ohio
$451K +$390K +16,775 +699%
SFG
29
Sterling Financial Group
California
$432K +$427K +18,369 New
EH
30
Equitable Holdings
New York
$363K +$10.5K +451 +3%
PWM
31
Paulson Wealth Management
Illinois
$326K +$322K +13,849 New
BFEC
32
Benjamin F. Edwards & Company
Missouri
$318K +$67.4K +2,900 +27%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$295K +$22.2K +955 +8%
CAM
34
Clark Asset Management
New Hampshire
$285K +$282K +12,117 New
HighTower Advisors
35
HighTower Advisors
Illinois
$277K -$10.8K -465 -4%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$275K – – –
Stifel Financial
37
Stifel Financial
Missouri
$272K +$269K +11,568 New
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$250K +$247K +10,643 New
TF
39
TLWM Financial
Texas
$249K +$247K +10,606 New
KBFS
40
Kohmann Bosshard Financial Services
Ohio
$242K – – –
CG
41
Colony Group
Massachusetts
$230K +$227K +9,762 New
CPC
42
Cookson Peirce & Co
Pennsylvania
$226K +$13.5K +580 +6%
BPA
43
Beacon Pointe Advisors
California
$223K +$220K +9,474 New
MTWM
44
Masso Torrence Wealth Management
New Jersey
$221K +$218K +9,393 New
RJFSA
45
Raymond James Financial Services Advisors
Florida
$219K -$72.7K -3,126 -25%
MOS
46
MGO One Seven
Ohio
$216K +$213K +9,185 New
BFA
47
Bill Few Associates
Pennsylvania
$210K – – –
DWM
48
Denver Wealth Management
Colorado
$209K +$207K +8,896 New
HWM
49
Horizons Wealth Management
North Carolina
$193K – – –
KFI
50
Key Financial Inc
Pennsylvania
$144K – – –
1
2
3

BSMQ Hedge Fund Activity: Q4 2022 in Review

59 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) for Q4 2022, worth a combined $59.2M — up 118% from $27.2M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new BSMQ positions and 4 closed out — a net gain of 14 holders — while 27 added to existing stakes and 6 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $8.3M. The largest seller was NorthCrest Asset Manangement, exiting entirely with an estimated $235K sold.

  • 59 institutional investors held Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) as of Q4 2022, up from 45 in Q3 2022.
  • Funds reported $59.2M of Invesco BulletShares 2026 Municipal Bond ETF stock for Q4 2022, up 118% quarter-over-quarter.
  • 18 funds opened new Invesco BulletShares 2026 Municipal Bond ETF positions in Q4 2022 and 4 closed out, a net change of +14 holders.
  • The largest Invesco BulletShares 2026 Municipal Bond ETF buyer in Q4 2022 was Morgan Stanley, an estimated $8.3M added.
  • The largest Invesco BulletShares 2026 Municipal Bond ETF seller in Q4 2022 was NorthCrest Asset Manangement, an estimated $235K sold.

Based on aggregated 13F filings for Q4 2022.