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Invesco BulletShares 2026 Municipal Bond ETF
BSMQ

110 hedge funds and large institutions have $139M invested in Invesco BulletShares 2026 Municipal Bond ETF in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 58 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

314% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 14

143% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 7

9% more capital invested

Capital invested by funds: $128M → $139M (+$11.6M)

5% more funds holding

Funds holding: 105 → 110 (+5)

2.47% less ownership

Funds ownership: 66.03% → 63.56% (-2.5%)

Holders
110
Holders Change
+5
Holders Change %
+4.76%
% of All Funds
1.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
58
Reduced
14
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CW
CreativeOne Wealth
Kansas
+$1.89M
2
Bank of America
Bank of America
North Carolina
+$1.46M
3
Wells Fargo
Wells Fargo
California
+$1.38M
4
UBS Group
UBS Group
Switzerland
+$1.23M
5
LPL Financial
LPL Financial
California
+$1.18M

Top Sellers

1
OFS
OneAscent Financial Services
Alabama
-$2.94M
2
Mariner
Mariner
Kansas
-$1.42M
3
RJA
Raymond James & Associates
Florida
-$857K
4
RHP
Royal Harbor Partners
Texas
-$423K
5
CIM
Confluence Investment Management
Missouri
-$323K
Name Holding Trade Value Shares
Change 		Change in
Stake
VWWMG
51
Vermillion & White Wealth Management Group
Pennsylvania
$569K +$4.02K +170 +0.7%
AFA
52
AA Financial Advisors
Ohio
$556K +$40.1K +1,698 +8%
BEI
53
Benjamin Edwards Inc
Missouri
$521K +$519K +21,951 New
TF
54
TLWM Financial
Texas
$518K -$50.3K -2,129 -9%
KAS
55
Kestra Advisory Services
Texas
$511K +$40.2K +1,700 +9%
CAM
56
Clark Asset Management
New Hampshire
$503K +$2.91K +123 +0.6%
CHAM
57
Clear Harbor Asset Management
Connecticut
$449K +$44.3K +1,875 +11%
Lido Advisors
58
Lido Advisors
California
$449K +$55K +2,326 +14%
PTC
59
Private Trust Company
Ohio
$446K – – –
HighTower Advisors
60
HighTower Advisors
Illinois
$430K +$14K +593 +3%
RJFSA
61
Raymond James Financial Services Advisors
Florida
$422K +$13.1K +553 +3%
WA
62
WESPAC Advisors
California
$415K – – –
BFA
63
Bill Few Associates
Pennsylvania
$415K – – –
CAPTRUST Financial Advisors
64
CAPTRUST Financial Advisors
North Carolina
$409K +$30.3K +1,283 +8%
AFG
65
Argent Financial Group
Louisiana
$395K +$394K +16,651 New
SFG
66
Sterling Financial Group
California
$375K – – –
VVP
67
Venture Visionary Partners
Ohio
$360K -$94.7K -4,007 -21%
HNB
68
Huntington National Bank
Ohio
$359K – – –
CW
69
Cooksen Wealth
Texas
$351K – – –
DCM
70
Davis Capital Management
Florida
$351K – – –
AA
71
Addison Advisors
Vermont
$348K +$73.6K +3,115 +27%
DWM
72
Denver Wealth Management
Colorado
$331K +$2.36K +100 +0.7%
Thrivent Financial for Lutherans
73
Thrivent Financial for Lutherans
Minnesota
$323K – – –
TFA
74
TPG Financial Advisors
Oregon
$320K +$2.1K +89 +0.7%
WB
75
Webster Bank
Connecticut
$319K -$140K -5,918 -31%
1 2
3
4 5

BSMQ Hedge Fund Activity: Q3 2024 in Review

110 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) for Q3 2024, worth a combined $139M — up 9.1% from $128M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new BSMQ positions and 7 closed out — a net gain of 10 holders — while 58 added to existing stakes and 14 trimmed.

The largest buyer was CreativeOne Wealth, opening a new position worth an estimated $1.89M. The largest seller was OneAscent Financial Services, exiting entirely with an estimated $2.94M sold.

  • 110 institutional investors held Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) as of Q3 2024, up from 105 in Q2 2024.
  • Funds reported $139M of Invesco BulletShares 2026 Municipal Bond ETF stock for Q3 2024, up 9.1% quarter-over-quarter.
  • 17 funds opened new Invesco BulletShares 2026 Municipal Bond ETF positions in Q3 2024 and 7 closed out, a net change of +10 holders.
  • The largest Invesco BulletShares 2026 Municipal Bond ETF buyer in Q3 2024 was CreativeOne Wealth, an estimated $1.89M added.
  • The largest Invesco BulletShares 2026 Municipal Bond ETF seller in Q3 2024 was OneAscent Financial Services, an estimated $2.94M sold.

Based on aggregated 13F filings for Q3 2024.