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Invesco BulletShares 2026 Municipal Bond ETF
BSMQ

145 hedge funds and large institutions have $220M invested in Invesco BulletShares 2026 Municipal Bond ETF in 2026 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 59 increasing their positions, 41 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 41

1.96% more ownership

Funds ownership: 71.3% → 73.26% (+2%)

2% more capital invested

Capital invested by funds: $216M → $220M (+$3.93M)

6% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 17

2% less funds holding

Funds holding: 148 → 145 (-3)

Holders
145
Holders Change
-3
Holders Change %
-2.03%
% of All Funds
1.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
59
Reduced
41
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$4.11M
2
OFS
OneAscent Financial Services
Alabama
+$3.68M
3
Raymond James Financial
Raymond James Financial
Florida
+$2.99M
4
Bank of America
Bank of America
North Carolina
+$2.76M
5
TJHA
Thomas J. Herzfeld Advisors
Florida
+$2.32M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
-$4.61M
2
CIM
Confluence Investment Management
Missouri
-$3.87M
3
CCW
Coastline Complete Wealth
South Carolina
-$3.7M
4
Goldman Sachs
Goldman Sachs
New York
-$3.27M
5
Jane Street
Jane Street
New York
-$1.88M
Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
51
Meridian Wealth Management
Kentucky
$894K – – –
ACM
52
AlphaStar Capital Management
North Carolina
$853K -$99.1K -4,189 -10%
SPA
53
Sentinel Pension Advisors
Massachusetts
$853K -$46.9K -1,984 -5%
OIA
54
OneDigital Investment Advisors
Kansas
$820K – – –
Cetera Investment Advisers
55
Cetera Investment Advisers
Illinois
$818K +$264K +11,142 +47%
Brown Advisory
56
Brown Advisory
Maryland
$813K – – –
VWWMG
57
Vermillion & White Wealth Management Group
Pennsylvania
$773K +$4.66K +197 +0.6%
BPA
58
Beacon Pointe Advisors
California
$722K +$435K +18,387 +151%
MWM
59
Marietta Wealth Management
Georgia
$717K – – –
SC
60
Savant Capital
Illinois
$715K -$5.27K -223 -0.7%
HGA
61
Hobbs Group Advisors
South Carolina
$707K +$152K +6,419 +27%
CAPTRUST Financial Advisors
62
CAPTRUST Financial Advisors
North Carolina
$688K +$1.56K +66 +0.2%
SPIA
63
Steward Partners Investment Advisory
New York
$685K +$69.7K +2,947 +11%
Lido Advisors
64
Lido Advisors
California
$622K -$25.6K -1,081 -4%
FCAS
65
First Command Advisory Services
Texas
$619K -$451K -19,070 -42%
WA
66
WESPAC Advisors
California
$615K – – –
EH
67
Equitable Holdings
New York
$598K -$120K -5,084 -17%
HWM
68
Howard Wealth Management
Connecticut
$588K +$71.2K +3,010 +14%
CAM
69
Clark Asset Management
New Hampshire
$573K +$1.49K +63 +0.3%
CHAM
70
Clear Harbor Asset Management
Connecticut
$552K +$21.1K +890 +4%
AFA
71
AA Financial Advisors
Ohio
$544K -$7.9K -334 -1%
CBT
72
Crews Bank & Trust
Florida
$540K +$341K +14,400 +170%
HWM
73
Horizons Wealth Management
North Carolina
$540K – – –
RSA
74
River Street Advisors
Illinois
$538K -$130K -5,487 -19%
HI
75
Harbour Investments
Wisconsin
$529K +$108K +4,553 +26%
1 2
3
4 5

BSMQ Hedge Fund Activity: Q1 2026 in Review

145 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) for Q1 2026, worth a combined $220M — up 1.8% from $216M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of BSMQ and 16 opened new positions — a net loss of 1 holder — while 41 trimmed existing stakes and 59 added.

The largest buyer was UBS Group, adding an estimated $4.11M. The largest seller was Bank of New York Mellon, exiting entirely with an estimated $4.61M sold.

  • 145 institutional investors held Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) as of Q1 2026, down from 148 in Q4 2025.
  • Funds reported $220M of Invesco BulletShares 2026 Municipal Bond ETF stock for Q1 2026, up 1.8% quarter-over-quarter.
  • 16 funds opened new Invesco BulletShares 2026 Municipal Bond ETF positions in Q1 2026 and 17 closed out, a net change of -1 holder.
  • The largest Invesco BulletShares 2026 Municipal Bond ETF buyer in Q1 2026 was UBS Group, an estimated $4.11M added.
  • The largest Invesco BulletShares 2026 Municipal Bond ETF seller in Q1 2026 was Bank of New York Mellon, an estimated $4.61M sold.

Based on aggregated 13F filings for Q1 2026.