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Invesco BulletShares 2026 Municipal Bond ETF
BSMQ

Overview Fund Activity

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.

Holders
91
Holders Change
+7
Holders Change %
+8.33%
% of All Funds
1.32%
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

1
Morgan Stanley
1
Morgan Stanley
New York
$10.5M
2
CW
2
CreativeOne Wealth
Kansas
$1.89M
3
Wells Fargo
3
Wells Fargo
California
$10.7M
4
ACA
4
Aptus Capital Advisors
Alabama
$1.1M
5
ACM
5
AlphaStar Capital Management
North Carolina
$792K

Top Sellers

1
KFI
1
Key Financial Inc
Pennsylvania
$719K
2
CA
2
CGN Advisors
Kansas
$1.62M
3
MWM
3
Meridian Wealth Management
Kentucky
$0
4
OA
4
Oceanside Advisors
South Carolina
$0
5
NAM
5
NorthCrest Asset Manangement
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
51
CAPTRUST Financial Advisors
North Carolina
$524K 22,223 -6,067 -21%
VVP
52
Venture Visionary Partners
Ohio
$517K 21,952 -12,697 -37%
RHP
53
Royal Harbor Partners
Texas
$465K 19,739 – –
AFA
54
AA Financial Advisors
Ohio
$447K 18,949 +2,531 +15%
PTC
55
Private Trust Company
Ohio
$442K 18,775 – –
SFG
56
Sterling Financial Group
California
$423K 17,960 -12,997 -42%
RJFSA
57
Raymond James Financial Services Advisors
Florida
$419K 17,761 +2,237 +14%
DCM
58
Davis Capital Management
Florida
$381K 16,157 -140 -0.9%
HNB
59
Huntington National Bank
Ohio
– – – –
CHAM
60
Clear Harbor Asset Management
Connecticut
$349K 14,814 +14,814 New
CW
61
Cooksen Wealth
Texas
$348K 14,776 – –
Thrivent Financial for Lutherans
62
Thrivent Financial for Lutherans
Minnesota
$321K 13,619 +13,619 New
DWM
63
Denver Wealth Management
Colorado
$321K 13,620 +331 +2%
Stifel Financial
64
Stifel Financial
Missouri
$314K 13,339 +1,478 +12%
BFA
65
Bill Few Associates
Pennsylvania
$311K 13,197 – –
HWM
66
Horizons Wealth Management
North Carolina
$305K 12,838 – –
AWM
67
Avior Wealth Management
Nebraska
$298K 12,657 +569 +5%
MTWM
68
Masso Torrence Wealth Management
New Jersey
$292K 12,378 – –
LWMG
69
Levy Wealth Management Group
Pennsylvania
$291K 12,259 – –
HighTower Advisors
70
HighTower Advisors
Illinois
$275K 11,706 +11,706 New
AA
71
Addison Advisors
Vermont
$271K 11,515 +620 +6%
FFG
72
Foundry Financial Group
New Hampshire
$266K 11,300 – –
SWM
73
Silverlake Wealth Management
Vermont
$258K 10,968 +10,968 New
HT
74
Heritage Trust
Oklahoma
$257K 10,901 +400 +4%
IWM
75
IHT Wealth Management
Illinois
$243K 10,316 +10,316 New
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