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Invesco BulletShares 2026 Municipal Bond ETF
BSMQ

105 hedge funds and large institutions have $128M invested in Invesco BulletShares 2026 Municipal Bond ETF in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 44 increasing their positions, 26 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

467% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 3

69% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 26

15% more funds holding

Funds holding: 91 → 105 (+14)

10% more capital invested

Capital invested by funds: $116M → $128M (+$11.8M)

0.7% more ownership

Funds ownership: 65.33% → 66.03% (+0.7%)

Holders
105
Holders Change
+14
Holders Change %
+15.38%
% of All Funds
1.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
44
Reduced
26
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
+$7.03M
2
Wells Fargo
Wells Fargo
California
+$862K
3
OIA
OneDigital Investment Advisors
Kansas
+$799K
4
MWM
Meridian Wealth Management
Kentucky
+$689K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$642K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$2.69M
2
CW
CreativeOne Wealth
Kansas
-$1.89M
3
RSA
River Street Advisors
Illinois
-$752K
4
Jane Street
Jane Street
New York
-$706K
5
WA
WESPAC Advisors
California
-$411K
Name Holding Trade Value Shares
Change 		Change in
Stake
Jane Street
26
Jane Street
New York
$1.31M -$706K -30,081 -35%
PWP
27
Precedent Wealth Partners
Texas
$1.27M +$194K +8,248 +18%
IWC
28
Integrated Wealth Concepts
Massachusetts
$1.22M -$48.7K -2,072 -4%
KFI
29
Key Financial Inc
Pennsylvania
$1.22M +$501K +21,350 +70%
PFG
30
PAX Financial Group
Texas
$1.11M +$78.8K +3,355 +8%
ACA
31
Aptus Capital Advisors
Alabama
$1.1M – – –
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$999K -$259K -11,027 -21%
ACM
33
AlphaStar Capital Management
North Carolina
$968K +$177K +7,556 +22%
PAG
34
Private Advisor Group
New Jersey
$954K -$36.7K -1,563 -4%
APA
35
Astoria Portfolio Advisors
New York
$907K +$40.4K +1,722 +5%
MML Investors Services
36
MML Investors Services
Massachusetts
$866K +$116K +4,939 +15%
CWM
37
Cornerstone Wealth Management
Missouri
$855K +$38K +1,620 +5%
HGA
38
Hobbs Group Advisors
South Carolina
$842K +$841K +35,835 New
OIA
39
OneDigital Investment Advisors
Kansas
$800K +$799K +34,035 New
PWM
40
Paulson Wealth Management
Illinois
$792K +$142K +6,052 +22%
SC
41
Savant Capital
Illinois
$759K – – –
BPA
42
Beacon Pointe Advisors
California
$732K +$105K +4,481 +17%
CIC
43
Carnegie Investment Counsel
Ohio
$732K -$17.6K -750 -2%
MA
44
MONECO Advisors
Connecticut
$705K +$471K +20,049 +202%
MWM
45
Meridian Wealth Management
Kentucky
$690K +$689K +29,359 New
SPA
46
Sentinel Pension Advisors
Massachusetts
$661K +$122K +5,208 +23%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$644K +$70.7K +3,013 +12%
FWM
48
Fortress Wealth Management
California
$635K +$30.4K +1,294 +5%
Brown Advisory
49
Brown Advisory
Maryland
$610K – – –
TF
50
TLWM Financial
Texas
$562K – – –
1
2
3 4 5

BSMQ Hedge Fund Activity: Q2 2024 in Review

105 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) for Q2 2024, worth a combined $128M — up 10% from $116M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new BSMQ positions and 3 closed out — a net gain of 14 holders — while 44 added to existing stakes and 26 trimmed.

The largest buyer was Truist Financial, opening a new position worth an estimated $7.03M. The largest seller was Morgan Stanley, cutting an estimated $2.69M.

  • 105 institutional investors held Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) as of Q2 2024, up from 91 in Q1 2024.
  • Funds reported $128M of Invesco BulletShares 2026 Municipal Bond ETF stock for Q2 2024, up 10% quarter-over-quarter.
  • 17 funds opened new Invesco BulletShares 2026 Municipal Bond ETF positions in Q2 2024 and 3 closed out, a net change of +14 holders.
  • The largest Invesco BulletShares 2026 Municipal Bond ETF buyer in Q2 2024 was Truist Financial, an estimated $7.03M added.
  • The largest Invesco BulletShares 2026 Municipal Bond ETF seller in Q2 2024 was Morgan Stanley, an estimated $2.69M sold.

Based on aggregated 13F filings for Q2 2024.