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Invesco BulletShares 2026 Municipal Bond ETF
BSMQ

59 hedge funds and large institutions have $59.2M invested in Invesco BulletShares 2026 Municipal Bond ETF in 2022 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 27 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 4

350% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 6

118% more capital invested

Capital invested by funds: $27.2M → $59.2M (+$32M)

31% more funds holding

Funds holding: 45 → 59 (+14)

10.53% more ownership

Funds ownership: 62.65% → 73.18% (+11%)

Holders
59
Holders Change
+14
Holders Change %
+31.11%
% of All Funds
0.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
27
Reduced
6
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$8.3M
2
CIM
Confluence Investment Management
Missouri
+$5.65M
3
Wells Fargo
Wells Fargo
California
+$3.57M
4
LPL Financial
LPL Financial
California
+$2.78M
5
PI
PFS Investments
Georgia
+$1.6M

Top Sellers

Rank Fund Capital Flow
1
NAM
NorthCrest Asset Manangement
Minnesota
-$235K
2
FIM
Freedom Investment Management
Connecticut
-$225K
3
WB
Webster Bank
Connecticut
-$106K
4
RHP
Royal Harbor Partners
Texas
-$87.9K
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$72.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$142K +$131K +5,627 +1,362%
WB
52
Webster Bank
Connecticut
$50K -$106K -4,550 -68%
Carson Wealth (CWM LLC)
53
Carson Wealth (CWM LLC)
Nebraska
$33K -$29.6K -1,274 -48%
IA
54
IFP Advisors
Florida
$31K +$29K +1,249 New
MCC
55
Money Concepts Capital
Florida
$23.7K – – –
AF
56
Advisornet Financial
Minnesota
$14.2K – – –
ASN
57
Advisory Services Network
Georgia
$13.5K +$13.4K +576 New
TWM
58
Tradition Wealth Management
Minnesota
$13K +$70 +3 +0.5%
NA
59
NewEdge Advisors
Louisiana
$2.71K +$320K +13,777 +14%
NAM
60
NorthCrest Asset Manangement
Minnesota
– -$235K -10,306 Closed
FIM
61
Freedom Investment Management
Connecticut
– -$225K -9,840 Closed
AIP
62
Almanack Investment Partners
Pennsylvania
– -$24K -1,071 Closed
HWMA
63
Heritage Wealth Management (Arizona)
Arizona
– -$18K -800 Closed
1 2
3

BSMQ Hedge Fund Activity: Q4 2022 in Review

59 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) for Q4 2022, worth a combined $59.2M — up 118% from $27.2M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new BSMQ positions and 4 closed out — a net gain of 14 holders — while 27 added to existing stakes and 6 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $8.3M. The largest seller was NorthCrest Asset Manangement, exiting entirely with an estimated $235K sold.

  • 59 institutional investors held Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) as of Q4 2022, up from 45 in Q3 2022.
  • Funds reported $59.2M of Invesco BulletShares 2026 Municipal Bond ETF stock for Q4 2022, up 118% quarter-over-quarter.
  • 18 funds opened new Invesco BulletShares 2026 Municipal Bond ETF positions in Q4 2022 and 4 closed out, a net change of +14 holders.
  • The largest Invesco BulletShares 2026 Municipal Bond ETF buyer in Q4 2022 was Morgan Stanley, an estimated $8.3M added.
  • The largest Invesco BulletShares 2026 Municipal Bond ETF seller in Q4 2022 was NorthCrest Asset Manangement, an estimated $235K sold.

Based on aggregated 13F filings for Q4 2022.