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Invesco BulletShares 2026 Municipal Bond ETF

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.

New
Increased
Maintained
Reduced
Closed

217% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 12

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

9% more funds holding

Funds holding: 6672 (+6)

6% more capital invested

Capital invested by funds: $75.1M → $80M (+$4.84M)

1.77% less ownership

Funds ownership: 73.91%72.14% (-1.8%)

Holders
72
Holders Change
+6
Holders Change %
+9.09%
% of All Funds
1.13%
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
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
51
HighTower Advisors
Illinois
$279K +$778 +33 +0.3%
KOC
52
Koss-Olinger Consulting
Florida
$278K +$76.2K +3,232 +38%
HNB
53
Huntington National Bank
Ohio
$253K
HWM
54
Horizons Wealth Management
North Carolina
$250K
TF
55
TLWM Financial
Texas
$248K +$36.4K +1,543 +17%
NAM
56
NorthCrest Asset Manangement
Minnesota
$242K
KBFS
57
Kohmann Bosshard Financial Services
Ohio
$242K
CPC
58
Cookson Peirce & Co
Pennsylvania
$228K +$229K +9,708 New
AA
59
Addison Advisors
Vermont
$227K +$228K +9,650 New
PAG
60
Private Advisor Group
New Jersey
$222K +$223K +9,461 New
CA
61
Claro Advisors
Massachusetts
$213K -$200K -8,500 -48%
DWM
62
Denver Wealth Management
Colorado
$213K +$7.69K +326 +4%
BFA
63
Bill Few Associates
Pennsylvania
$210K
SPA
64
Sentinel Pension Advisors
Massachusetts
$202K +$202K +8,572 New
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$181K +$2.97K +126 +2%
CAL
66
Capital Analysts LLC
Pennsylvania
$84K
WB
67
Webster Bank
Connecticut
$59.2K +$9.43K +400 +19%
IA
68
IFP Advisors
Florida
$40.6K +$30.3K +1,286 +292%
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
$33K
OP
70
ORG Partners
Indiana
$19.9K +$20K +850 New
AF
71
Advisornet Financial
Minnesota
$14.2K
TWM
72
Tradition Wealth Management
Minnesota
$13K +$94 +4 +0.7%
JP Morgan Chase
73
JP Morgan Chase
New York
$6.36K +$6.37K +270 New
IWC
74
Integrated Wealth Concepts
Massachusetts
-$529K -22,248 Closed
CAM
75
Clark Asset Management
New Hampshire
-$288K -12,117 Closed

BSMQ Hedge Fund Activity: Q2 2023 in Review

72 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) for Q2 2023, worth a combined $80M — up 6.4% from $75.1M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new BSMQ positions and 4 closed out — a net gain of 6 holders — while 38 added to existing stakes and 12 trimmed.

The largest buyer was Jane Street, adding an estimated $4.74M. The largest seller was Morgan Stanley, cutting an estimated $9.5M.

  • 72 institutional investors held Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) as of Q2 2023, up from 66 in Q1 2023.
  • Funds reported $80M of Invesco BulletShares 2026 Municipal Bond ETF stock for Q2 2023, up 6.4% quarter-over-quarter.
  • 10 funds opened new Invesco BulletShares 2026 Municipal Bond ETF positions in Q2 2023 and 4 closed out, a net change of +6 holders.
  • The largest Invesco BulletShares 2026 Municipal Bond ETF buyer in Q2 2023 was Jane Street, an estimated $4.74M added.
  • The largest Invesco BulletShares 2026 Municipal Bond ETF seller in Q2 2023 was Morgan Stanley, an estimated $9.5M sold.

Based on aggregated 13F filings for Q2 2023.