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Invesco BulletShares 2026 Municipal Bond ETF
BSMQ

Overview Fund Activity

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.

Holders
105
Holders Change
+14
Holders Change %
+15.38%
% of All Funds
1.53%
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
1
Truist Financial
North Carolina
$7.04M
2
Wells Fargo
2
Wells Fargo
California
$11.5M
3
OIA
3
OneDigital Investment Advisors
Kansas
$800K
4
MWM
4
Meridian Wealth Management
Kentucky
$690K
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$6.22M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$7.79M
2
CW
2
CreativeOne Wealth
Kansas
$0
3
RSA
3
River Street Advisors
Illinois
$0
4
Jane Street
4
Jane Street
New York
$1.31M
5
WA
5
WESPAC Advisors
California
$411K
Name Market Value Shares Shares
Change 		Shares
Change %
Jane Street
26
Jane Street
New York
$1.31M 55,644 -30,081 -35%
PWP
27
Precedent Wealth Partners
Texas
$1.27M 54,021 +8,248 +18%
IWC
28
Integrated Wealth Concepts
Massachusetts
$1.22M 51,887 -2,072 -4%
KFI
29
Key Financial Inc
Pennsylvania
$1.22M 51,863 +21,350 +70%
PFG
30
PAX Financial Group
Texas
$1.11M 47,037 +3,355 +8%
ACA
31
Aptus Capital Advisors
Alabama
$1.1M 46,665 – –
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$999K 42,539 -11,027 -21%
ACM
33
AlphaStar Capital Management
North Carolina
$968K 41,181 +7,556 +22%
PAG
34
Private Advisor Group
New Jersey
$954K 40,595 -1,563 -4%
APA
35
Astoria Portfolio Advisors
New York
$907K 38,584 +1,722 +5%
MML Investors Services
36
MML Investors Services
Massachusetts
$866K 36,866 +4,939 +15%
CWM
37
Cornerstone Wealth Management
Missouri
$855K 36,399 +1,620 +5%
HGA
38
Hobbs Group Advisors
South Carolina
$842K 35,835 +35,835 New
OIA
39
OneDigital Investment Advisors
Kansas
$800K 34,035 +34,035 New
PWM
40
Paulson Wealth Management
Illinois
$792K 33,712 +6,052 +22%
SC
41
Savant Capital
Illinois
$759K 32,303 – –
BPA
42
Beacon Pointe Advisors
California
$732K 31,142 +4,481 +17%
CIC
43
Carnegie Investment Counsel
Ohio
$732K 31,135 -750 -2%
MA
44
MONECO Advisors
Connecticut
$705K 29,994 +20,049 +202%
MWM
45
Meridian Wealth Management
Kentucky
$690K 29,359 +29,359 New
SPA
46
Sentinel Pension Advisors
Massachusetts
$661K 28,140 +5,208 +23%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$644K 27,422 +3,013 +12%
FWM
48
Fortress Wealth Management
California
$635K 27,043 +1,294 +5%
Brown Advisory
49
Brown Advisory
Maryland
$610K 25,976 – –
TF
50
TLWM Financial
Texas
$562K 23,934 – –
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