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Invesco BulletShares 2026 Municipal Bond ETF
BSMQ

Overview Fund Activity

91 hedge funds and large institutions have $116M invested in Invesco BulletShares 2026 Municipal Bond ETF in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 45 increasing their positions, 15 reducing their positions, and 7 closing their positions.

Holders
91
Holders Change
+7
Holders Change %
+8.33%
% of All Funds
1.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
45
Reduced
15
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$10.5M
2
CW
2
CreativeOne Wealth
Kansas
$1.89M
3
Wells Fargo
3
Wells Fargo
California
$10.7M
4
ACA
4
Aptus Capital Advisors
Alabama
$1.1M
5
ACM
5
AlphaStar Capital Management
North Carolina
$792K

Top Sellers

1
KFI
1
Key Financial Inc
Pennsylvania
$719K
2
CA
2
CGN Advisors
Kansas
$1.62M
3
MWM
3
Meridian Wealth Management
Kentucky
$0
4
OA
4
Oceanside Advisors
South Carolina
$0
5
NAM
5
NorthCrest Asset Manangement
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
IWC
26
Integrated Wealth Concepts
Massachusetts
$1.27M 53,959 +22,239 +70%
PNC Financial Services Group
27
PNC Financial Services Group
Pennsylvania
$1.26M 53,566 +12,409 +30%
ACA
28
Aptus Capital Advisors
Alabama
$1.1M 46,665 +46,665 New
PWP
29
Precedent Wealth Partners
Texas
$1.08M 45,773 +11,110 +32%
PFG
30
PAX Financial Group
Texas
$1.03M 43,682 -3,398 -7%
PAG
31
Private Advisor Group
New Jersey
$993K 42,158 +15,622 +59%
APA
32
Astoria Portfolio Advisors
New York
$866K 36,862 +471 +1%
WA
33
WESPAC Advisors
California
$825K 35,000 +9,442 +37%
CWM
34
Cornerstone Wealth Management
Missouri
$820K 34,779 +487 +1%
ACM
35
AlphaStar Capital Management
North Carolina
$792K 33,625 +33,625 New
SC
36
Savant Capital
Illinois
$761K 32,303 – –
RSA
37
River Street Advisors
Illinois
$752K 31,927 +31,927 New
MML Investors Services
38
MML Investors Services
Massachusetts
$752K 31,927 +6,482 +25%
CIC
39
Carnegie Investment Counsel
Ohio
$751K 31,885 -1,900 -6%
KFI
40
Key Financial Inc
Pennsylvania
$719K 30,513 -38,600 -56%
PWM
41
Paulson Wealth Management
Illinois
$652K 27,660 +2,267 +9%
BPA
42
Beacon Pointe Advisors
California
$628K 26,661 +2,535 +11%
Brown Advisory
43
Brown Advisory
Maryland
$612K 25,976 – –
FWM
44
Fortress Wealth Management
California
$607K 25,749 +166 +0.6%
Lido Advisors
45
Lido Advisors
California
$597K 25,320 +6,034 +31%
BFEC
46
Benjamin F. Edwards & Company
Missouri
$575K 24,390 -41 -0.2%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$575K 24,409 +5,151 +27%
TF
48
TLWM Financial
Texas
$564K 23,934 +731 +3%
VWWMG
49
Vermillion & White Wealth Management Group
Pennsylvania
$557K 23,625 +23,625 New
SPA
50
Sentinel Pension Advisors
Massachusetts
$540K 22,932 +5,227 +30%
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