BSMQ icon

Invesco BulletShares 2026 Municipal Bond ETF
BSMQ

Overview Fund Activity

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.

Holders
72
Holders Change
+6
Holders Change %
+9.09%
% of All Funds
1.14%
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
1
Jane Street
New York
$5.17M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$3.8M
3
LPL Financial
3
LPL Financial
California
$7.3M
4
RJA
4
Raymond James & Associates
Florida
$2.72M
5
Lido Advisors
5
Lido Advisors
California
$588K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.39M
2
Wells Fargo
2
Wells Fargo
California
$7.35M
3
IWC
3
Integrated Wealth Concepts
Massachusetts
$0
4
FTUS
4
Flow Traders U.S.
New York
$405K
5
SC
5
Savant Capital
Illinois
$1.06M
Name Market Value Shares Shares
Change 		Shares
Change %
CG
26
Colony Group
Massachusetts
$793K 33,728 +24,366 +260%
APA
27
Astoria Portfolio Advisors
New York
$760K 32,282 +6,132 +23%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$717K 30,507 +15,835 +108%
EH
29
Equitable Holdings
New York
$645K 27,451 +9,766 +55%
CAPTRUST Financial Advisors
30
CAPTRUST Financial Advisors
North Carolina
$630K 26,777 +71 +0.3%
SFG
31
Sterling Financial Group
California
$626K 26,607 +8,238 +45%
AWM
32
Avior Wealth Management
Nebraska
$606K 25,774 +1,256 +5%
FWM
33
Fortress Wealth Management
California
$594K 25,260 +157 +0.6%
Lido Advisors
34
Lido Advisors
California
$588K 24,998 +24,998 New
PWM
35
Paulson Wealth Management
Illinois
$542K 23,036 +1,512 +7%
LPT
36
Legacy Private Trust
Wisconsin
$508K 21,590 -11,370 -34%
RHP
37
Royal Harbor Partners
Texas
$464K 19,739 – –
PTC
38
Private Trust Company
Ohio
$451K 19,175 – –
FTUS
39
Flow Traders U.S.
New York
$405K 17,213 -16,813 -49%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$392K 16,664 +4,964 +42%
BPA
41
Beacon Pointe Advisors
California
$365K 15,540 +745 +5%
RJFSA
42
Raymond James Financial Services Advisors
Florida
$348K 14,809 +2,743 +23%
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$334K 14,029 +14,029 New
BFEC
44
Benjamin F. Edwards & Company
Missouri
$323K 13,719 – –
MML Investors Services
45
MML Investors Services
Massachusetts
$302K 12,860 +12,860 New
WA
46
WESPAC Advisors
California
$301K 12,786 +12,786 New
OSNBOA
47
Old Second National Bank of Aurora
Illinois
$293K 12,465 +1,007 +9%
LWMG
48
Levy Wealth Management Group
Pennsylvania
$288K 12,259 – –
Stifel Financial
49
Stifel Financial
Missouri
$288K 12,250 +720 +6%
MTWM
50
Masso Torrence Wealth Management
New Jersey
$281K 11,953 +2,560 +27%
1
2
3 4