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Invesco BulletShares 2026 Municipal Bond ETF

138 hedge funds and large institutions have $188M invested in Invesco BulletShares 2026 Municipal Bond ETF in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 68 increasing their positions, 27 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

325% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 4

152% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 27

20% more capital invested

Capital invested by funds: $156M → $188M (+$31.7M)

10% more funds holding

Funds holding: 125138 (+13)

2.21% more ownership

Funds ownership: 67.37%69.58% (+2.2%)

Holders
138
Holders Change
+13
Holders Change %
+10.4%
% of All Funds
1.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
68
Reduced
27
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MA
26
MONECO Advisors
Connecticut
$2.11M +$692K +29,248 +49%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$1.97M -$212K -8,964 -10%
Focus Partners Wealth
28
Focus Partners Wealth
Massachusetts
$1.91M +$119K +5,041 +7%
FFN
29
Focus Financial Network
Minnesota
$1.86M +$1.56M +65,833 +510%
HBT
30
Hills Bank & Trust
Iowa
$1.79M +$1.12M +47,152 +166%
MML Investors Services
31
MML Investors Services
Massachusetts
$1.61M +$552K +23,345 +52%
RCA
32
Resonant Capital Advisors
Wisconsin
$1.59M -$99.3K -4,199 -6%
LPT
33
Legacy Private Trust
Wisconsin
$1.52M +$57.1K +2,415 +4%
FNB
34
Farmers National Bank
Kentucky
$1.46M +$20K +846 +1%
CA
35
CGN Advisors
Kansas
$1.38M -$5.01K -212 -0.4%
FCAS
36
First Command Advisory Services
Texas
$1.36M +$640K +27,045 +89%
ACA
37
Aptus Capital Advisors
Alabama
$1.33M +$27.3K +1,153 +2%
FF
38
Farnam Financial
Arizona
$1.33M +$265K +11,185 +25%
PFG
39
PAX Financial Group
Texas
$1.31M +$122K +5,149 +10%
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$1.31M +$45.8K +1,935 +4%
Stifel Financial
41
Stifel Financial
Missouri
$1.18M +$14.4K +607 +1%
APA
42
Astoria Portfolio Advisors
New York
$1.11M +$283K +11,959 +34%
CWM
43
Cornerstone Wealth Management
Missouri
$1.09M +$87.1K +3,684 +9%
PWM
44
Paulson Wealth Management
Illinois
$1.05M +$40.3K +1,705 +4%
S
45
SignatureFD
Georgia
$983K +$771K +32,584 +359%
ACM
46
AlphaStar Capital Management
North Carolina
$956K -$214K -9,065 -18%
VWWMG
47
Vermillion & White Wealth Management Group
Pennsylvania
$921K +$352K +14,879 +62%
SPA
48
Sentinel Pension Advisors
Massachusetts
$915K +$36.2K +1,532 +4%
VAMG
49
Voisard Asset Management Group
Michigan
$910K +$463K +19,585 +103%
HGA
50
Hobbs Group Advisors
South Carolina
$858K -$1.02K -43 -0.1%

BSMQ Hedge Fund Activity: Q1 2025 in Review

138 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) for Q1 2025, worth a combined $188M — up 20% from $156M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new BSMQ positions and 4 closed out — a net gain of 13 holders — while 68 added to existing stakes and 27 trimmed.

The largest buyer was Bank of New York Mellon, opening a new position worth an estimated $4.92M. The largest seller was Confluence Investment Management, cutting an estimated $2.4M.

  • 138 institutional investors held Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) as of Q1 2025, up from 125 in Q4 2024.
  • Funds reported $188M of Invesco BulletShares 2026 Municipal Bond ETF stock for Q1 2025, up 20% quarter-over-quarter.
  • 17 funds opened new Invesco BulletShares 2026 Municipal Bond ETF positions in Q1 2025 and 4 closed out, a net change of +13 holders.
  • The largest Invesco BulletShares 2026 Municipal Bond ETF buyer in Q1 2025 was Bank of New York Mellon, an estimated $4.92M added.
  • The largest Invesco BulletShares 2026 Municipal Bond ETF seller in Q1 2025 was Confluence Investment Management, an estimated $2.4M sold.

Based on aggregated 13F filings for Q1 2025.