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Invesco BulletShares 2026 Municipal Bond ETF
BSMQ

91 hedge funds and large institutions have $116M invested in Invesco BulletShares 2026 Municipal Bond ETF in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 45 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 15

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

14% more capital invested

Capital invested by funds: $101M → $116M (+$14.6M)

8% more funds holding

Funds holding: 84 → 91 (+7)

3.19% less ownership

Funds ownership: 68.51% → 65.33% (-3.2%)

Holders
91
Holders Change
+7
Holders Change %
+8.33%
% of All Funds
1.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
45
Reduced
15
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$4.51M
2
CW
CreativeOne Wealth
Kansas
+$1.89M
3
Wells Fargo
Wells Fargo
California
+$1.45M
4
ACA
Aptus Capital Advisors
Alabama
+$1.1M
5
ACM
AlphaStar Capital Management
North Carolina
+$796K

Top Sellers

Rank Fund Capital Flow
1
KFI
Key Financial Inc
Pennsylvania
-$913K
2
CA
CGN Advisors
Kansas
-$699K
3
MWM
Meridian Wealth Management
Kentucky
-$354K
4
OA
Oceanside Advisors
South Carolina
-$327K
5
NAM
NorthCrest Asset Manangement
Minnesota
-$324K
Name Holding Trade Value Shares
Change 		Change in
Stake
CAPTRUST Financial Advisors
51
CAPTRUST Financial Advisors
North Carolina
$524K -$144K -6,067 -21%
VVP
52
Venture Visionary Partners
Ohio
$517K -$300K -12,697 -37%
RHP
53
Royal Harbor Partners
Texas
$465K – – –
AFA
54
AA Financial Advisors
Ohio
$447K +$59.9K +2,531 +15%
PTC
55
Private Trust Company
Ohio
$442K – – –
SFG
56
Sterling Financial Group
California
$423K -$308K -12,997 -42%
RJFSA
57
Raymond James Financial Services Advisors
Florida
$419K +$52.9K +2,237 +14%
DCM
58
Davis Capital Management
Florida
$381K -$3.31K -140 -0.9%
HNB
59
Huntington National Bank
Ohio
$366K – – –
CHAM
60
Clear Harbor Asset Management
Connecticut
$349K +$351K +14,814 New
CW
61
Cooksen Wealth
Texas
$348K – – –
Thrivent Financial for Lutherans
62
Thrivent Financial for Lutherans
Minnesota
$321K +$322K +13,619 New
DWM
63
Denver Wealth Management
Colorado
$321K +$7.83K +331 +2%
Stifel Financial
64
Stifel Financial
Missouri
$314K +$35K +1,478 +12%
BFA
65
Bill Few Associates
Pennsylvania
$311K – – –
HWM
66
Horizons Wealth Management
North Carolina
$305K – – –
AWM
67
Avior Wealth Management
Nebraska
$298K +$13.5K +569 +5%
MTWM
68
Masso Torrence Wealth Management
New Jersey
$292K – – –
LWMG
69
Levy Wealth Management Group
Pennsylvania
$291K – – –
HighTower Advisors
70
HighTower Advisors
Illinois
$275K +$277K +11,706 New
AA
71
Addison Advisors
Vermont
$271K +$14.7K +620 +6%
FFG
72
Foundry Financial Group
New Hampshire
$266K – – –
SWM
73
Silverlake Wealth Management
Vermont
$258K +$260K +10,968 New
HT
74
Heritage Trust
Oklahoma
$257K +$9.46K +400 +4%
IWM
75
IHT Wealth Management
Illinois
$243K +$244K +10,316 New
1 2
3
4

BSMQ Hedge Fund Activity: Q1 2024 in Review

91 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) for Q1 2024, worth a combined $116M — up 14% from $101M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new BSMQ positions and 7 closed out — a net gain of 8 holders — while 45 added to existing stakes and 15 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $4.51M. The largest seller was Key Financial Inc, cutting an estimated $913K.

  • 91 institutional investors held Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) as of Q1 2024, up from 84 in Q4 2023.
  • Funds reported $116M of Invesco BulletShares 2026 Municipal Bond ETF stock for Q1 2024, up 14% quarter-over-quarter.
  • 15 funds opened new Invesco BulletShares 2026 Municipal Bond ETF positions in Q1 2024 and 7 closed out, a net change of +8 holders.
  • The largest Invesco BulletShares 2026 Municipal Bond ETF buyer in Q1 2024 was Morgan Stanley, an estimated $4.51M added.
  • The largest Invesco BulletShares 2026 Municipal Bond ETF seller in Q1 2024 was Key Financial Inc, an estimated $913K sold.

Based on aggregated 13F filings for Q1 2024.