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Invesco BulletShares 2026 Municipal Bond ETF
BSMQ

Overview Fund Activity

140 hedge funds and large institutions have $188M invested in Invesco BulletShares 2026 Municipal Bond ETF in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 59 increasing their positions, 40 reducing their positions, and 8 closing their positions.

Holders
140
Holders Change
+4
Holders Change %
+2.94%
% of All Funds
1.88%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
59
Reduced
40
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$11.8M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$1.59M
3
Bank of America
3
Bank of America
North Carolina
$8.03M
4
MA
4
MONECO Advisors
Connecticut
$3.06M
5
IWC
5
Integrated Wealth Concepts
Massachusetts
$3.51M

Top Sellers

1
AI
1
Atria Investments
North Carolina
$0
2
Osaic Holdings
2
Osaic Holdings
Arizona
$2.83M
3
Morgan Stanley
3
Morgan Stanley
New York
$10.9M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$4.01M
5
FFN
5
Focus Financial Network
Minnesota
$922K
Name Market Value Shares Shares
Change 		Shares
Change %
PAG
51
Private Advisor Group
New Jersey
$775K 32,899 +4,978 +18%
MWM
52
Meridian Wealth Management
Kentucky
$766K 32,532 – –
KOC
53
Koss-Olinger Consulting
Florida
$735K 31,181 +20,383 +189%
BPA
54
Beacon Pointe Advisors
California
$735K 31,179 -206 -0.7%
SC
55
Savant Capital
Illinois
$722K 30,660 +19 +0.1%
VWWMG
56
Vermillion & White Wealth Management Group
Pennsylvania
$666K 28,249 -10,757 -28%
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$657K 27,874 -27,496 -50%
CAM
58
Clark Asset Management
New Hampshire
$656K 27,830 +6,413 +30%
Lido Advisors
59
Lido Advisors
California
$646K 27,410 +2,200 +9%
EC
60
Elequin Capital
New York
$642K 27,234 +27,234 New
Wealth Enhancement Advisory Services
61
Wealth Enhancement Advisory Services
Minnesota
$623K 26,471 – –
WA
62
WESPAC Advisors
California
$613K 26,036 +8,536 +49%
AWM
63
Accurate Wealth Management
Florida
$560K 23,724 +23,724 New
CIC
64
Carnegie Investment Counsel
Ohio
$558K 23,685 -4,800 -17%
WA
65
Waverly Advisors
Alabama
$552K 23,412 +2,752 +13%
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$538K 22,829 -146 -0.6%
FF
67
Foronjy Financial
California
$531K 22,530 +22,530 New
TF
68
TLWM Financial
Texas
$529K 22,458 – –
SG
69
StoneX Group
New York
$524K 22,224 -6,126 -22%
AFA
70
AA Financial Advisors
Ohio
$508K 21,557 -1,081 -5%
YP
71
YANKCOM Partnership
South Dakota
$505K 21,440 +6,427 +43%
MWM
72
Marietta Wealth Management
Georgia
$501K 21,245 +21,245 New
CHAM
73
Clear Harbor Asset Management
Connecticut
$481K 20,415 +40 +0.2%
HT
74
Heritage Trust
Oklahoma
$477K 20,236 +850 +4%
CAPTRUST Financial Advisors
75
CAPTRUST Financial Advisors
North Carolina
$461K 19,556 – –
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3
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