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Invesco BulletShares 2026 Municipal Bond ETF
BSMQ

Overview Fund Activity

71 hedge funds and large institutions have $79.1M invested in Invesco BulletShares 2026 Municipal Bond ETF in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 36 increasing their positions, 19 reducing their positions, and 5 closing their positions.

Holders
71
Holders Change
-1
Holders Change %
-1.39%
% of All Funds
1.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
36
Reduced
19
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$8.87M
2
LPT
2
Legacy Private Trust
Wisconsin
$1.24M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.42M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$593K
5
LPL Financial
5
LPL Financial
California
$7.7M

Top Sellers

1
Janney Montgomery Scott
1
Janney Montgomery Scott
Pennsylvania
$0
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$2.53M
3
Jane Street
3
Jane Street
New York
$4.22M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$0
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SC
26
Savant Capital
Illinois
$852K 37,078 -8,116 -18%
CG
27
Colony Group
Massachusetts
$785K 34,131 +403 +1%
SFG
28
Sterling Financial Group
California
$712K 30,957 +4,350 +16%
CAPTRUST Financial Advisors
29
CAPTRUST Financial Advisors
North Carolina
$650K 28,282 +1,505 +6%
Lido Advisors
30
Lido Advisors
California
$610K 26,517 +1,519 +6%
AWM
31
Avior Wealth Management
Nebraska
$598K 26,030 +256 +1%
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$593K 25,810 +25,810 New
WA
33
WESPAC Advisors
California
$588K 25,558 +12,772 +100%
FWM
34
Fortress Wealth Management
California
$584K 25,419 +159 +0.6%
PWM
35
Paulson Wealth Management
Illinois
$524K 22,792 -244 -1%
TF
36
TLWM Financial
Texas
$512K 22,274 +11,726 +111%
EH
37
Equitable Holdings
New York
$456K 19,839 -7,612 -28%
RHP
38
Royal Harbor Partners
Texas
$454K 19,739 – –
PTC
39
Private Trust Company
Ohio
$441K 19,175 – –
IWC
40
Integrated Wealth Concepts
Massachusetts
$389K 16,934 +16,934 New
MML Investors Services
41
MML Investors Services
Massachusetts
$385K 16,758 +3,898 +30%
BPA
42
Beacon Pointe Advisors
California
$357K 15,544 +4 +0%
FTUS
43
Flow Traders U.S.
New York
$325K 14,133 -3,080 -18%
BFEC
44
Benjamin F. Edwards & Company
Missouri
$299K 12,984 -735 -5%
RJFSA
45
Raymond James Financial Services Advisors
Florida
$295K 12,819 -1,990 -13%
HNB
46
Huntington National Bank
Ohio
– – – –
SPA
47
Sentinel Pension Advisors
Massachusetts
$283K 12,302 +3,730 +44%
LWMG
48
Levy Wealth Management Group
Pennsylvania
$282K 12,259 – –
KOC
49
Koss-Olinger Consulting
Florida
$280K 12,171 +357 +3%
MTWM
50
Masso Torrence Wealth Management
New Jersey
$275K 11,953 – –
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