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Invesco BulletShares 2026 Municipal Bond ETF
BSMQ

Overview Fund Activity

66 hedge funds and large institutions have $75.1M invested in Invesco BulletShares 2026 Municipal Bond ETF in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 32 increasing their positions, 12 reducing their positions, and 2 closing their positions.

Holders
66
Holders Change
+7
Holders Change %
+11.86%
% of All Funds
1.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
32
Reduced
12
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$12M
2
GWP
2
Gateway Wealth Partners
Wisconsin
$2.53M
3
SC
3
Savant Capital
Illinois
$1.37M
4
Invesco
4
Invesco
Georgia
$2.59M
5
Wells Fargo
5
Wells Fargo
California
$8.5M

Top Sellers

1
Jane Street
1
Jane Street
New York
$447K
2
CPC
2
Cookson Peirce & Co
Pennsylvania
$0
3
FTUS
3
Flow Traders U.S.
New York
$809K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$180K
5
CA
5
Claro Advisors
Massachusetts
$418K
Name Market Value Shares Shares
Change 		Shares
Change %
FWM
26
Fortress Wealth Management
California
$597K 25,103 +25,103 New
AWM
27
Avior Wealth Management
Nebraska
$583K 24,518 +24,518 New
IWC
28
Integrated Wealth Concepts
Massachusetts
$529K 22,248 -18 -0.1%
PWM
29
Paulson Wealth Management
Illinois
$512K 21,524 +7,675 +55%
AUB
30
Atlantic Union Bankshares
Virginia
$474K 19,937 -188 -0.9%
RHP
31
Royal Harbor Partners
Texas
$470K 19,739 – –
PTC
32
Private Trust Company
Ohio
$456K 19,175 – –
Jane Street
33
Jane Street
New York
$447K 18,782 -65,383 -78%
SFG
34
Sterling Financial Group
California
$432K 18,369 – –
EH
35
Equitable Holdings
New York
$421K 17,685 +2,242 +15%
CA
36
Claro Advisors
Massachusetts
$418K 17,562 -3,000 -15%
BPA
37
Beacon Pointe Advisors
California
$352K 14,795 +5,321 +56%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$349K 14,672 +4,029 +38%
BFEC
39
Benjamin F. Edwards & Company
Missouri
$326K 13,719 +200 +1%
LWMG
40
Levy Wealth Management Group
Pennsylvania
$292K 12,259 +12,259 New
CAM
41
Clark Asset Management
New Hampshire
$288K 12,117 – –
RJFSA
42
Raymond James Financial Services Advisors
Florida
$287K 12,066 +2,742 +29%
HighTower Advisors
43
HighTower Advisors
Illinois
$281K 11,811 +32 +0.3%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$278K 11,700 – –
Stifel Financial
45
Stifel Financial
Missouri
$274K 11,530 -38 -0.3%
OSNBOA
46
Old Second National Bank of Aurora
Illinois
$273K 11,458 +11,458 New
HWM
47
Horizons Wealth Management
North Carolina
$253K 10,645 +2,450 +30%
NAM
48
NorthCrest Asset Manangement
Minnesota
$245K 10,306 +10,306 New
KBFS
49
Kohmann Bosshard Financial Services
Ohio
$245K 10,302 +22 +0.2%
MTWM
50
Masso Torrence Wealth Management
New Jersey
$223K 9,393 – –
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