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Invesco BulletShares 2026 Municipal Bond ETF
BSMQ

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.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 2

167% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 12

27% more capital invested

Capital invested by funds: $59.2M → $75.1M (+$15.9M)

12% more funds holding

Funds holding: 59 → 66 (+7)

0.73% more ownership

Funds ownership: 73.18% → 73.91% (+0.73%)

Holders
66
Holders Change
+7
Holders Change %
+11.86%
% of All Funds
1.05%
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

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$2.46M
2
GWP
Gateway Wealth Partners
Wisconsin
+$1.89M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.7M
4
SC
Savant Capital
Illinois
+$1.36M
5
Invesco
Invesco
Georgia
+$857K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$1.55M
2
CPC
Cookson Peirce & Co
Pennsylvania
-$226K
3
FTUS
Flow Traders U.S.
New York
-$182K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$118K
5
CA
Claro Advisors
Massachusetts
-$71.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
26
Fortress Wealth Management
California
$597K +$595K +25,103 New
AWM
27
Avior Wealth Management
Nebraska
$583K +$581K +24,518 New
IWC
28
Integrated Wealth Concepts
Massachusetts
$529K -$426 -18 -0.1%
PWM
29
Paulson Wealth Management
Illinois
$512K +$182K +7,675 +55%
AUB
30
Atlantic Union Bankshares
Virginia
$474K -$4.46K -188 -0.9%
RHP
31
Royal Harbor Partners
Texas
$470K – – –
PTC
32
Private Trust Company
Ohio
$456K – – –
Jane Street
33
Jane Street
New York
$447K -$1.55M -65,383 -78%
SFG
34
Sterling Financial Group
California
$432K – – –
EH
35
Equitable Holdings
New York
$421K +$53.1K +2,242 +15%
CA
36
Claro Advisors
Massachusetts
$418K -$71.1K -3,000 -15%
BPA
37
Beacon Pointe Advisors
California
$352K +$126K +5,321 +56%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$349K +$95.5K +4,029 +38%
BFEC
39
Benjamin F. Edwards & Company
Missouri
$326K +$4.74K +200 +1%
LWMG
40
Levy Wealth Management Group
Pennsylvania
$292K +$290K +12,259 New
CAM
41
Clark Asset Management
New Hampshire
$288K – – –
RJFSA
42
Raymond James Financial Services Advisors
Florida
$287K +$65K +2,742 +29%
HighTower Advisors
43
HighTower Advisors
Illinois
$281K +$758 +32 +0.3%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$278K – – –
Stifel Financial
45
Stifel Financial
Missouri
$274K -$900 -38 -0.3%
OSNBOA
46
Old Second National Bank of Aurora
Illinois
$273K +$271K +11,458 New
HWM
47
Horizons Wealth Management
North Carolina
$253K +$58.1K +2,450 +30%
NAM
48
NorthCrest Asset Manangement
Minnesota
$245K +$244K +10,306 New
KBFS
49
Kohmann Bosshard Financial Services
Ohio
$245K +$521 +22 +0.2%
MTWM
50
Masso Torrence Wealth Management
New Jersey
$223K – – –
1
2
3

BSMQ Hedge Fund Activity: Q1 2023 in Review

66 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) for Q1 2023, worth a combined $75.1M — up 27% from $59.2M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new BSMQ positions and 2 closed out — a net gain of 8 holders — while 32 added to existing stakes and 12 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.46M. The largest seller was Jane Street, cutting an estimated $1.55M.

  • 66 institutional investors held Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) as of Q1 2023, up from 59 in Q4 2022.
  • Funds reported $75.1M of Invesco BulletShares 2026 Municipal Bond ETF stock for Q1 2023, up 27% quarter-over-quarter.
  • 10 funds opened new Invesco BulletShares 2026 Municipal Bond ETF positions in Q1 2023 and 2 closed out, a net change of +8 holders.
  • The largest Invesco BulletShares 2026 Municipal Bond ETF buyer in Q1 2023 was Morgan Stanley, an estimated $2.46M added.
  • The largest Invesco BulletShares 2026 Municipal Bond ETF seller in Q1 2023 was Jane Street, an estimated $1.55M sold.

Based on aggregated 13F filings for Q1 2023.