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Invesco BulletShares 2026 Municipal Bond ETF
BSMQ

Overview Fund Activity

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.

Holders
84
Holders Change
+13
Holders Change %
+18.31%
% of All Funds
1.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
36
Reduced
17
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$6.07M
2
OFS
2
OneAscent Financial Services
Alabama
$2.97M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$5.31M
4
AI
4
Atria Investments
North Carolina
$1.78M
5
Invesco
5
Invesco
Georgia
$4.53M

Top Sellers

1
Jane Street
1
Jane Street
New York
$1.76M
2
GWP
2
Gateway Wealth Partners
Wisconsin
$0
3
LPL Financial
3
LPL Financial
California
$6.32M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$1.81M
5
AWM
5
Avior Wealth Management
Nebraska
$287K
Name Market Value Shares Shares
Change 		Shares
Change %
PTC
51
Private Trust Company
Ohio
$446K 18,775 -400 -2%
SPA
52
Sentinel Pension Advisors
Massachusetts
$421K 17,705 +5,403 +44%
AFA
53
AA Financial Advisors
Ohio
$390K 16,418 +16,418 New
DCM
54
Davis Capital Management
Florida
$387K 16,297 +16,297 New
RJFSA
55
Raymond James Financial Services Advisors
Florida
$369K 15,524 +2,705 +21%
HNB
56
Huntington National Bank
Ohio
– – – –
MWM
57
Meridian Wealth Management
Kentucky
$354K 14,891 +14,891 New
CW
58
Cooksen Wealth
Texas
$351K 14,776 +14,776 New
OA
59
Oceanside Advisors
South Carolina
$327K 13,781 +13,781 New
NAM
60
NorthCrest Asset Manangement
Minnesota
$324K 13,619 +13,619 New
DWM
61
Denver Wealth Management
Colorado
$316K 13,289 +4,250 +47%
BFA
62
Bill Few Associates
Pennsylvania
$314K 13,197 +4,275 +48%
HWM
63
Horizons Wealth Management
North Carolina
$305K 12,838 +2,193 +21%
MTWM
64
Masso Torrence Wealth Management
New Jersey
$294K 12,378 +425 +4%
LWMG
65
Levy Wealth Management Group
Pennsylvania
$291K 12,259 – –
KOC
66
Koss-Olinger Consulting
Florida
$289K 12,171 – –
AWM
67
Avior Wealth Management
Nebraska
$287K 12,088 -13,942 -54%
Stifel Financial
68
Stifel Financial
Missouri
$282K 11,861 -74 -0.6%
FFG
69
Foundry Financial Group
New Hampshire
$268K 11,300 +11,300 New
AA
70
Addison Advisors
Vermont
$259K 10,895 -630 -5%
HT
71
Heritage Trust
Oklahoma
$249K 10,501 +10,501 New
KBFS
72
Kohmann Bosshard Financial Services
Ohio
$245K 10,302 – –
MWA
73
Midland Wealth Advisors
Illinois
$232K 9,773 +9,773 New
LA
74
Latitude Advisors
Florida
$215K 9,049 -717 -7%
MA
75
MONECO Advisors
Connecticut
$212K 8,919 +8,919 New
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