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Invesco BulletShares 2026 Municipal Bond ETF
BSMQ

Overview Fund Activity

84 hedge funds and large institutions have $101M invested in Invesco BulletShares 2026 Municipal Bond ETF in 2023 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 36 increasing their positions, 17 reducing their positions, and 6 closing their positions.

Holders
84
Holders Change
+13
Holders Change %
+18.31%
% of All Funds
1.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
36
Reduced
17
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$6.07M
2
OFS
2
OneAscent Financial Services
Alabama
$2.97M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$5.31M
4
AI
4
Atria Investments
North Carolina
$1.78M
5
Invesco
5
Invesco
Georgia
$4.53M

Top Sellers

1
Jane Street
1
Jane Street
New York
$1.76M
2
GWP
2
Gateway Wealth Partners
Wisconsin
$0
3
LPL Financial
3
LPL Financial
California
$6.32M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$1.81M
5
AWM
5
Avior Wealth Management
Nebraska
$287K
Name Market Value Shares Shares
Change 		Shares
Change %
PFG
26
PAX Financial Group
Texas
$1.11M 47,080 +47,080 New
PNC Financial Services Group
27
PNC Financial Services Group
Pennsylvania
$978K 41,157 +15,347 +59%
APA
28
Astoria Portfolio Advisors
New York
$861K 36,391 -973 -3%
PWP
29
Precedent Wealth Partners
Texas
$823K 34,663 +34,663 New
VVP
30
Venture Visionary Partners
Ohio
$823K 34,649 -4,591 -12%
CWM
31
Cornerstone Wealth Management
Missouri
$815K 34,292 +34,292 New
CIC
32
Carnegie Investment Counsel
Ohio
$803K 33,785 -7,450 -18%
HGA
33
Hobbs Group Advisors
South Carolina
$781K 32,859 +32,859 New
SC
34
Savant Capital
Illinois
$767K 32,303 -4,775 -13%
IWC
35
Integrated Wealth Concepts
Massachusetts
$754K 31,720 +14,786 +87%
SFG
36
Sterling Financial Group
California
$735K 30,957 – –
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$672K 28,290 +8 +0%
PAG
38
Private Advisor Group
New Jersey
$630K 26,536 +15,074 +132%
Brown Advisory
39
Brown Advisory
Maryland
$617K 25,976 +25,976 New
FWM
40
Fortress Wealth Management
California
$608K 25,583 +164 +0.6%
WA
41
WESPAC Advisors
California
$607K 25,558 – –
MML Investors Services
42
MML Investors Services
Massachusetts
$604K 25,445 +8,687 +52%
PWM
43
Paulson Wealth Management
Illinois
$603K 25,393 +2,601 +11%
BFEC
44
Benjamin F. Edwards & Company
Missouri
$580K 24,431 +11,447 +88%
BPA
45
Beacon Pointe Advisors
California
$573K 24,126 +8,582 +55%
TF
46
TLWM Financial
Texas
$551K 23,203 +929 +4%
EH
47
Equitable Holdings
New York
$495K 20,847 +1,008 +5%
RHP
48
Royal Harbor Partners
Texas
$469K 19,739 – –
Lido Advisors
49
Lido Advisors
California
$458K 19,286 -7,231 -27%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$457K 19,258 +8,015 +71%
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