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Invesco BulletShares 2026 Municipal Bond ETF
BSMQ

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.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 6

112% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 17

28% more capital invested

Capital invested by funds: $79.1M → $101M (+$22.2M)

18% more funds holding

Funds holding: 71 → 84 (+13)

1.44% less ownership

Funds ownership: 69.96% → 68.51% (-1.4%)

Holders
84
Holders Change
+13
Holders Change %
+18.31%
% of All Funds
1.22%
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

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$3.66M
2
OFS
OneAscent Financial Services
Alabama
+$2.91M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$2.9M
4
AI
Atria Investments
North Carolina
+$1.75M
5
Invesco
Invesco
Georgia
+$1.73M

Top Sellers

Rank Fund Capital Flow
1
GWP
Gateway Wealth Partners
Wisconsin
-$2.58M
2
Jane Street
Jane Street
New York
-$2.55M
3
LPL Financial
LPL Financial
California
-$1.6M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$792K
5
FTUS
Flow Traders U.S.
New York
-$325K
Name Holding Trade Value Shares
Change 		Change in
Stake
PFG
26
PAX Financial Group
Texas
$1.11M +$1.1M +47,080 New
PNC Financial Services Group
27
PNC Financial Services Group
Pennsylvania
$978K +$357K +15,347 +59%
APA
28
Astoria Portfolio Advisors
New York
$861K -$22.7K -973 -3%
PWP
29
Precedent Wealth Partners
Texas
$823K +$807K +34,663 New
VVP
30
Venture Visionary Partners
Ohio
$823K -$107K -4,591 -12%
CWM
31
Cornerstone Wealth Management
Missouri
$815K +$799K +34,292 New
CIC
32
Carnegie Investment Counsel
Ohio
$803K -$173K -7,450 -18%
HGA
33
Hobbs Group Advisors
South Carolina
$781K +$765K +32,859 New
SC
34
Savant Capital
Illinois
$767K -$111K -4,775 -13%
IWC
35
Integrated Wealth Concepts
Massachusetts
$754K +$344K +14,786 +87%
SFG
36
Sterling Financial Group
California
$735K – – –
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$672K +$186 +8 +0%
PAG
38
Private Advisor Group
New Jersey
$630K +$351K +15,074 +132%
Brown Advisory
39
Brown Advisory
Maryland
$617K +$605K +25,976 New
FWM
40
Fortress Wealth Management
California
$608K +$3.82K +164 +0.6%
WA
41
WESPAC Advisors
California
$607K – – –
MML Investors Services
42
MML Investors Services
Massachusetts
$604K +$202K +8,687 +52%
PWM
43
Paulson Wealth Management
Illinois
$603K +$60.6K +2,601 +11%
BFEC
44
Benjamin F. Edwards & Company
Missouri
$580K +$267K +11,447 +88%
BPA
45
Beacon Pointe Advisors
California
$573K +$200K +8,582 +55%
TF
46
TLWM Financial
Texas
$551K +$21.6K +929 +4%
EH
47
Equitable Holdings
New York
$495K +$23.5K +1,008 +5%
RHP
48
Royal Harbor Partners
Texas
$469K – – –
Lido Advisors
49
Lido Advisors
California
$458K -$168K -7,231 -27%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$457K +$187K +8,015 +71%
1
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BSMQ Hedge Fund Activity: Q4 2023 in Review

84 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) for Q4 2023, worth a combined $101M — up 28% from $79.1M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new BSMQ positions and 6 closed out — a net gain of 14 holders — while 36 added to existing stakes and 17 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.66M. The largest seller was Gateway Wealth Partners, exiting entirely with an estimated $2.58M sold.

  • 84 institutional investors held Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) as of Q4 2023, up from 71 in Q3 2023.
  • Funds reported $101M of Invesco BulletShares 2026 Municipal Bond ETF stock for Q4 2023, up 28% quarter-over-quarter.
  • 20 funds opened new Invesco BulletShares 2026 Municipal Bond ETF positions in Q4 2023 and 6 closed out, a net change of +14 holders.
  • The largest Invesco BulletShares 2026 Municipal Bond ETF buyer in Q4 2023 was Morgan Stanley, an estimated $3.66M added.
  • The largest Invesco BulletShares 2026 Municipal Bond ETF seller in Q4 2023 was Gateway Wealth Partners, an estimated $2.58M sold.

Based on aggregated 13F filings for Q4 2023.