We are live on ! Find out more
BSMQ icon

Invesco BulletShares 2026 Municipal Bond ETF
BSMQ

72 hedge funds and large institutions have $80M invested in Invesco BulletShares 2026 Municipal Bond ETF in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 38 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 12

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

9% more funds holding

Funds holding: 66 → 72 (+6)

6% more capital invested

Capital invested by funds: $75.1M → $80M (+$4.84M)

1.77% less ownership

Funds ownership: 73.91% → 72.14% (-1.8%)

Holders
72
Holders Change
+6
Holders Change %
+9.09%
% of All Funds
1.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
38
Reduced
12
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$4.74M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$3.65M
3
LPL Financial
LPL Financial
California
+$739K
4
RJA
Raymond James & Associates
Florida
+$690K
5
Lido Advisors
Lido Advisors
California
+$590K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$9.5M
2
Wells Fargo
Wells Fargo
California
-$1.05M
3
IWC
Integrated Wealth Concepts
Massachusetts
-$529K
4
FTUS
Flow Traders U.S.
New York
-$396K
5
SC
Savant Capital
Illinois
-$291K
Name Holding Trade Value Shares
Change 		Change in
Stake
CG
26
Colony Group
Massachusetts
$793K +$575K +24,366 +260%
APA
27
Astoria Portfolio Advisors
New York
$760K +$145K +6,132 +23%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$717K +$373K +15,835 +108%
EH
29
Equitable Holdings
New York
$645K +$230K +9,766 +55%
CAPTRUST Financial Advisors
30
CAPTRUST Financial Advisors
North Carolina
$630K +$1.67K +71 +0.3%
SFG
31
Sterling Financial Group
California
$626K +$194K +8,238 +45%
AWM
32
Avior Wealth Management
Nebraska
$606K +$29.6K +1,256 +5%
FWM
33
Fortress Wealth Management
California
$594K +$3.7K +157 +0.6%
Lido Advisors
34
Lido Advisors
California
$588K +$590K +24,998 New
PWM
35
Paulson Wealth Management
Illinois
$542K +$35.7K +1,512 +7%
LPT
36
Legacy Private Trust
Wisconsin
$508K -$268K -11,370 -34%
RHP
37
Royal Harbor Partners
Texas
$464K – – –
PTC
38
Private Trust Company
Ohio
$451K – – –
FTUS
39
Flow Traders U.S.
New York
$405K -$396K -16,813 -49%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$392K +$117K +4,964 +42%
BPA
41
Beacon Pointe Advisors
California
$365K +$17.6K +745 +5%
RJFSA
42
Raymond James Financial Services Advisors
Florida
$348K +$64.7K +2,743 +23%
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$334K +$331K +14,029 New
BFEC
44
Benjamin F. Edwards & Company
Missouri
$323K – – –
MML Investors Services
45
MML Investors Services
Massachusetts
$302K +$303K +12,860 New
WA
46
WESPAC Advisors
California
$301K +$302K +12,786 New
OSNBOA
47
Old Second National Bank of Aurora
Illinois
$293K +$23.7K +1,007 +9%
LWMG
48
Levy Wealth Management Group
Pennsylvania
$288K – – –
Stifel Financial
49
Stifel Financial
Missouri
$288K +$17K +720 +6%
MTWM
50
Masso Torrence Wealth Management
New Jersey
$281K +$60.4K +2,560 +27%
1
2
3 4

BSMQ Hedge Fund Activity: Q2 2023 in Review

72 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) for Q2 2023, worth a combined $80M — up 6.4% from $75.1M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new BSMQ positions and 4 closed out — a net gain of 6 holders — while 38 added to existing stakes and 12 trimmed.

The largest buyer was Jane Street, adding an estimated $4.74M. The largest seller was Morgan Stanley, cutting an estimated $9.5M.

  • 72 institutional investors held Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) as of Q2 2023, up from 66 in Q1 2023.
  • Funds reported $80M of Invesco BulletShares 2026 Municipal Bond ETF stock for Q2 2023, up 6.4% quarter-over-quarter.
  • 10 funds opened new Invesco BulletShares 2026 Municipal Bond ETF positions in Q2 2023 and 4 closed out, a net change of +6 holders.
  • The largest Invesco BulletShares 2026 Municipal Bond ETF buyer in Q2 2023 was Jane Street, an estimated $4.74M added.
  • The largest Invesco BulletShares 2026 Municipal Bond ETF seller in Q2 2023 was Morgan Stanley, an estimated $9.5M sold.

Based on aggregated 13F filings for Q2 2023.