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Invesco BulletShares 2026 Municipal Bond ETF
BSMQ

105 hedge funds and large institutions have $128M invested in Invesco BulletShares 2026 Municipal Bond ETF in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 44 increasing their positions, 26 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

467% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 3

69% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 26

15% more funds holding

Funds holding: 91 → 105 (+14)

10% more capital invested

Capital invested by funds: $116M → $128M (+$11.8M)

0.7% more ownership

Funds ownership: 65.33% → 66.03% (+0.7%)

Holders
105
Holders Change
+14
Holders Change %
+15.38%
% of All Funds
1.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
44
Reduced
26
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
+$7.03M
2
Wells Fargo
Wells Fargo
California
+$862K
3
OIA
OneDigital Investment Advisors
Kansas
+$799K
4
MWM
Meridian Wealth Management
Kentucky
+$689K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$642K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$2.69M
2
CW
CreativeOne Wealth
Kansas
-$1.89M
3
RSA
River Street Advisors
Illinois
-$752K
4
Jane Street
Jane Street
New York
-$706K
5
WA
WESPAC Advisors
California
-$411K
Name Holding Trade Value Shares
Change 		Change in
Stake
VWWMG
51
Vermillion & White Wealth Management Group
Pennsylvania
$559K +$3.85K +164 +0.7%
AFA
52
AA Financial Advisors
Ohio
$511K +$65.6K +2,794 +15%
CAM
53
Clark Asset Management
New Hampshire
$495K +$494K +21,055 New
KAS
54
Kestra Advisory Services
Texas
$466K +$466K +19,838 New
BFEC
55
Benjamin F. Edwards & Company
Missouri
$460K -$113K -4,818 -20%
WB
56
Webster Bank
Connecticut
$455K +$248K +10,550 +120%
VVP
57
Venture Visionary Partners
Ohio
$451K -$65.2K -2,777 -13%
PTC
58
Private Trust Company
Ohio
$441K – – –
RHP
59
Royal Harbor Partners
Texas
$423K -$40.6K -1,728 -9%
HighTower Advisors
60
HighTower Advisors
Illinois
$413K +$138K +5,879 +50%
WA
61
WESPAC Advisors
California
$411K -$411K -17,500 -50%
BFA
62
Bill Few Associates
Pennsylvania
$410K +$100K +4,265 +32%
RJFSA
63
Raymond James Financial Services Advisors
Florida
$404K -$13K -554 -3%
CHAM
64
Clear Harbor Asset Management
Connecticut
$400K +$52.4K +2,231 +15%
Lido Advisors
65
Lido Advisors
California
$390K -$205K -8,736 -35%
HNB
66
Huntington National Bank
Ohio
$385K – – –
CAPTRUST Financial Advisors
67
CAPTRUST Financial Advisors
North Carolina
$375K -$147K -6,262 -28%
SFG
68
Sterling Financial Group
California
$371K -$50.6K -2,155 -12%
CW
69
Cooksen Wealth
Texas
$347K – – –
DCM
70
Davis Capital Management
Florida
$347K -$32.6K -1,390 -9%
DWM
71
Denver Wealth Management
Colorado
$325K +$5.17K +220 +2%
Thrivent Financial for Lutherans
72
Thrivent Financial for Lutherans
Minnesota
$320K – – –
TFA
73
TPG Financial Advisors
Oregon
$315K +$314K +13,393 New
IWM
74
IHT Wealth Management
Illinois
$312K +$70K +2,980 +29%
HWM
75
Horizons Wealth Management
North Carolina
$303K – – –
1 2
3
4 5

BSMQ Hedge Fund Activity: Q2 2024 in Review

105 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) for Q2 2024, worth a combined $128M — up 10% from $116M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new BSMQ positions and 3 closed out — a net gain of 14 holders — while 44 added to existing stakes and 26 trimmed.

The largest buyer was Truist Financial, opening a new position worth an estimated $7.03M. The largest seller was Morgan Stanley, cutting an estimated $2.69M.

  • 105 institutional investors held Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) as of Q2 2024, up from 91 in Q1 2024.
  • Funds reported $128M of Invesco BulletShares 2026 Municipal Bond ETF stock for Q2 2024, up 10% quarter-over-quarter.
  • 17 funds opened new Invesco BulletShares 2026 Municipal Bond ETF positions in Q2 2024 and 3 closed out, a net change of +14 holders.
  • The largest Invesco BulletShares 2026 Municipal Bond ETF buyer in Q2 2024 was Truist Financial, an estimated $7.03M added.
  • The largest Invesco BulletShares 2026 Municipal Bond ETF seller in Q2 2024 was Morgan Stanley, an estimated $2.69M sold.

Based on aggregated 13F filings for Q2 2024.