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Invesco BulletShares 2026 Municipal Bond ETF
BSMQ

Overview Fund Activity

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.

Holders
105
Holders Change
+14
Holders Change %
+15.38%
% of All Funds
1.53%
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
1
Truist Financial
North Carolina
$7.04M
2
Wells Fargo
2
Wells Fargo
California
$11.5M
3
OIA
3
OneDigital Investment Advisors
Kansas
$800K
4
MWM
4
Meridian Wealth Management
Kentucky
$690K
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$6.22M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$7.79M
2
CW
2
CreativeOne Wealth
Kansas
$0
3
RSA
3
River Street Advisors
Illinois
$0
4
Jane Street
4
Jane Street
New York
$1.31M
5
WA
5
WESPAC Advisors
California
$411K
Name Holding Trade Value Shares
Change 		Shares
Change %
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 +$495K +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 -$366K – –
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 +$315K +13,393 New
IWM
74
IHT Wealth Management
Illinois
$312K +$70K +2,980 +29%
HWM
75
Horizons Wealth Management
North Carolina
$303K – – –
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3
4 5