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Invesco BulletShares 2026 Municipal Bond ETF
BSMQ

Overview Fund Activity

72 hedge funds and large institutions have $80M invested in Invesco BulletShares 2026 Municipal Bond ETF in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 38 increasing their positions, 12 reducing their positions, and 4 closing their positions.

Holders
72
Holders Change
+6
Holders Change %
+9.09%
% of All Funds
1.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
38
Reduced
12
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$5.17M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$3.8M
3
LPL Financial
3
LPL Financial
California
$7.3M
4
RJA
4
Raymond James & Associates
Florida
$2.72M
5
Lido Advisors
5
Lido Advisors
California
$588K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.39M
2
Wells Fargo
2
Wells Fargo
California
$7.35M
3
IWC
3
Integrated Wealth Concepts
Massachusetts
$0
4
FTUS
4
Flow Traders U.S.
New York
$405K
5
SC
5
Savant Capital
Illinois
$1.06M
Name Market Value Shares Shares
Change 		Shares
Change %
HighTower Advisors
51
HighTower Advisors
Illinois
$279K 11,844 +33 +0.3%
KOC
52
Koss-Olinger Consulting
Florida
$278K 11,814 +3,232 +38%
HNB
53
Huntington National Bank
Ohio
– – – –
HWM
54
Horizons Wealth Management
North Carolina
$250K 10,645 – –
TF
55
TLWM Financial
Texas
$248K 10,548 +1,543 +17%
NAM
56
NorthCrest Asset Manangement
Minnesota
$242K 10,306 – –
KBFS
57
Kohmann Bosshard Financial Services
Ohio
$242K 10,302 – –
CPC
58
Cookson Peirce & Co
Pennsylvania
$228K 9,708 +9,708 New
AA
59
Addison Advisors
Vermont
$227K 9,650 +9,650 New
PAG
60
Private Advisor Group
New Jersey
$222K 9,461 +9,461 New
CA
61
Claro Advisors
Massachusetts
$213K 9,062 -8,500 -48%
DWM
62
Denver Wealth Management
Colorado
$213K 9,045 +326 +4%
BFA
63
Bill Few Associates
Pennsylvania
$210K 8,922 – –
SPA
64
Sentinel Pension Advisors
Massachusetts
$202K 8,572 +8,572 New
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$181K 7,678 +126 +2%
CAL
66
Capital Analysts LLC
Pennsylvania
$84K 3,574 – –
WB
67
Webster Bank
Connecticut
$59.2K 2,520 +400 +19%
IA
68
IFP Advisors
Florida
$40.6K 1,726 +1,286 +292%
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
$33K 1,389 – –
OP
70
ORG Partners
Indiana
$19.9K 850 +850 New
AF
71
Advisornet Financial
Minnesota
$14.2K 604 – –
TWM
72
Tradition Wealth Management
Minnesota
$13K 561 +4 +0.7%
JPMorgan Chase & Co
73
JPMorgan Chase & Co
New York
$6.36K 270 +270 New
IWC
74
Integrated Wealth Concepts
Massachusetts
– – -22,248 Closed
CAM
75
Clark Asset Management
New Hampshire
– – -12,117 Closed
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3
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