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Invesco BulletShares 2026 Municipal Bond ETF
BSMQ

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.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 15

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

14% more capital invested

Capital invested by funds: $101M → $116M (+$14.6M)

8% more funds holding

Funds holding: 84 → 91 (+7)

3.19% less ownership

Funds ownership: 68.51% → 65.33% (-3.2%)

Holders
91
Holders Change
+7
Holders Change %
+8.33%
% of All Funds
1.31%
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

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$4.51M
2
CW
CreativeOne Wealth
Kansas
+$1.89M
3
Wells Fargo
Wells Fargo
California
+$1.45M
4
ACA
Aptus Capital Advisors
Alabama
+$1.1M
5
ACM
AlphaStar Capital Management
North Carolina
+$796K

Top Sellers

Rank Fund Capital Flow
1
KFI
Key Financial Inc
Pennsylvania
-$913K
2
CA
CGN Advisors
Kansas
-$699K
3
MWM
Meridian Wealth Management
Kentucky
-$354K
4
OA
Oceanside Advisors
South Carolina
-$327K
5
NAM
NorthCrest Asset Manangement
Minnesota
-$324K
Name Holding Trade Value Shares
Change 		Change in
Stake
IWC
26
Integrated Wealth Concepts
Massachusetts
$1.27M +$526K +22,239 +70%
PNC Financial Services Group
27
PNC Financial Services Group
Pennsylvania
$1.26M +$294K +12,409 +30%
ACA
28
Aptus Capital Advisors
Alabama
$1.1M +$1.1M +46,665 New
PWP
29
Precedent Wealth Partners
Texas
$1.08M +$263K +11,110 +32%
PFG
30
PAX Financial Group
Texas
$1.03M -$80.4K -3,398 -7%
PAG
31
Private Advisor Group
New Jersey
$993K +$370K +15,622 +59%
APA
32
Astoria Portfolio Advisors
New York
$866K +$11.1K +471 +1%
WA
33
WESPAC Advisors
California
$825K +$223K +9,442 +37%
CWM
34
Cornerstone Wealth Management
Missouri
$820K +$11.5K +487 +1%
ACM
35
AlphaStar Capital Management
North Carolina
$792K +$796K +33,625 New
SC
36
Savant Capital
Illinois
$761K – – –
RSA
37
River Street Advisors
Illinois
$752K +$755K +31,927 New
MML Investors Services
38
MML Investors Services
Massachusetts
$752K +$153K +6,482 +25%
CIC
39
Carnegie Investment Counsel
Ohio
$751K -$45K -1,900 -6%
KFI
40
Key Financial Inc
Pennsylvania
$719K -$913K -38,600 -56%
PWM
41
Paulson Wealth Management
Illinois
$652K +$53.6K +2,267 +9%
BPA
42
Beacon Pointe Advisors
California
$628K +$60K +2,535 +11%
Brown Advisory
43
Brown Advisory
Maryland
$612K – – –
FWM
44
Fortress Wealth Management
California
$607K +$3.93K +166 +0.6%
Lido Advisors
45
Lido Advisors
California
$597K +$143K +6,034 +31%
BFEC
46
Benjamin F. Edwards & Company
Missouri
$575K -$970 -41 -0.2%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$575K +$122K +5,151 +27%
TF
48
TLWM Financial
Texas
$564K +$17.3K +731 +3%
VWWMG
49
Vermillion & White Wealth Management Group
Pennsylvania
$557K +$559K +23,625 New
SPA
50
Sentinel Pension Advisors
Massachusetts
$540K +$124K +5,227 +30%
1
2
3 4

BSMQ Hedge Fund Activity: Q1 2024 in Review

91 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) for Q1 2024, worth a combined $116M — up 14% from $101M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new BSMQ positions and 7 closed out — a net gain of 8 holders — while 45 added to existing stakes and 15 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $4.51M. The largest seller was Key Financial Inc, cutting an estimated $913K.

  • 91 institutional investors held Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) as of Q1 2024, up from 84 in Q4 2023.
  • Funds reported $116M of Invesco BulletShares 2026 Municipal Bond ETF stock for Q1 2024, up 14% quarter-over-quarter.
  • 15 funds opened new Invesco BulletShares 2026 Municipal Bond ETF positions in Q1 2024 and 7 closed out, a net change of +8 holders.
  • The largest Invesco BulletShares 2026 Municipal Bond ETF buyer in Q1 2024 was Morgan Stanley, an estimated $4.51M added.
  • The largest Invesco BulletShares 2026 Municipal Bond ETF seller in Q1 2024 was Key Financial Inc, an estimated $913K sold.

Based on aggregated 13F filings for Q1 2024.