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Invesco BulletShares 2026 Municipal Bond ETF
BSMQ

Overview Fund Activity

71 hedge funds and large institutions have $79.1M invested in Invesco BulletShares 2026 Municipal Bond ETF in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 36 increasing their positions, 19 reducing their positions, and 5 closing their positions.

Holders
71
Holders Change
-1
Holders Change %
-1.39%
% of All Funds
1.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
36
Reduced
19
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$8.87M
2
LPT
2
Legacy Private Trust
Wisconsin
$1.24M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.42M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$593K
5
LPL Financial
5
LPL Financial
California
$7.7M

Top Sellers

1
Janney Montgomery Scott
1
Janney Montgomery Scott
Pennsylvania
$0
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$2.53M
3
Jane Street
3
Jane Street
New York
$4.22M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$0
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Stifel Financial
51
Stifel Financial
Missouri
$274K 11,935 -315 -3%
AA
52
Addison Advisors
Vermont
$265K 11,525 +1,875 +19%
PAG
53
Private Advisor Group
New Jersey
$264K 11,462 +2,001 +21%
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$258K 11,243 +3,565 +46%
HWM
55
Horizons Wealth Management
North Carolina
$245K 10,645 – –
OSNBOA
56
Old Second National Bank of Aurora
Illinois
$242K 10,519 -1,946 -16%
KBFS
57
Kohmann Bosshard Financial Services
Ohio
$237K 10,302 – –
HighTower Advisors
58
HighTower Advisors
Illinois
$225K 9,744 -2,100 -18%
LA
59
Latitude Advisors
Florida
$225K 9,766 +9,766 New
MOS
60
MGO One Seven
Ohio
$211K 9,185 +9,185 New
DWM
61
Denver Wealth Management
Colorado
$208K 9,039 -6 -0.1%
BFA
62
Bill Few Associates
Pennsylvania
$205K 8,922 – –
CPC
63
Cookson Peirce & Co
Pennsylvania
$202K 8,766 -942 -10%
CAL
64
Capital Analysts LLC
Pennsylvania
$103K 4,470 +896 +25%
WB
65
Webster Bank
Connecticut
$67.7K 2,945 +425 +17%
IA
66
IFP Advisors
Florida
$39.9K 1,737 +11 +0.6%
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$32K 1,389 – –
OP
68
ORG Partners
Indiana
$19.5K 850 – –
Comerica Bank
69
Comerica Bank
Texas
$14.3K 620 +620 New
AF
70
Advisornet Financial
Minnesota
$13.9K 604 – –
TWM
71
Tradition Wealth Management
Minnesota
$13K 564 +3 +0.5%
JPMorgan Chase & Co
72
JPMorgan Chase & Co
New York
$6.26K 272 +2 +0.7%
Janney Montgomery Scott
73
Janney Montgomery Scott
Pennsylvania
– – -50,537 Closed
Cambridge Investment Research Advisors
74
Cambridge Investment Research Advisors
Iowa
– – -16,664 Closed
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
– – -14,029 Closed
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