Invesco BulletShares 2026 Municipal Bond ETF
BSMQ
84 hedge funds and large institutions have $101M invested in Invesco BulletShares 2026 Municipal Bond ETF in 2023 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 36 increasing their positions, 17 reducing their positions, and 6 closing their positions.
233% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 6
112% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 17
28% more capital invested
Capital invested by funds: $79.1M → $101M (+$22.2M)
18% more funds holding
Funds holding: 71 → 84 (+13)
1.44% less ownership
Funds ownership: 69.96% → 68.51% (-1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$3.66M |
| 2 |
OFS
OneAscent Financial Services
Birmingham,
Alabama
|
+$2.91M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$2.9M |
| 4 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$1.75M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$1.73M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GWP
Gateway Wealth Partners
Appleton,
Wisconsin
|
-$2.58M |
| 2 |
Jane Street
New York
|
-$2.55M |
| 3 |
LPL Financial
San Diego,
California
|
-$1.6M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$792K |
| 5 |
FTUS
Flow Traders U.S.
New York
|
-$325K |
BSMQ Hedge Fund Activity: Q4 2023 in Review
84 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) for Q4 2023, worth a combined $101M — up 28% from $79.1M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new BSMQ positions and 6 closed out — a net gain of 14 holders — while 36 added to existing stakes and 17 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $3.66M. The largest seller was Gateway Wealth Partners, exiting entirely with an estimated $2.58M sold.
- 84 institutional investors held Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) as of Q4 2023, up from 71 in Q3 2023.
- Funds reported $101M of Invesco BulletShares 2026 Municipal Bond ETF stock for Q4 2023, up 28% quarter-over-quarter.
- 20 funds opened new Invesco BulletShares 2026 Municipal Bond ETF positions in Q4 2023 and 6 closed out, a net change of +14 holders.
- The largest Invesco BulletShares 2026 Municipal Bond ETF buyer in Q4 2023 was Morgan Stanley, an estimated $3.66M added.
- The largest Invesco BulletShares 2026 Municipal Bond ETF seller in Q4 2023 was Gateway Wealth Partners, an estimated $2.58M sold.
Based on aggregated 13F filings for Q4 2023.