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Invesco BulletShares 2026 Municipal Bond ETF
BSMQ

Overview Fund Activity

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.

Holders
110
Holders Change
+5
Holders Change %
+4.76%
% of All Funds
1.59%
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
1
CreativeOne Wealth
Kansas
$1.9M
2
Bank of America
2
Bank of America
North Carolina
$5.31M
3
Wells Fargo
3
Wells Fargo
California
$13M
4
UBS Group
4
UBS Group
Switzerland
$3.42M
5
LPL Financial
5
LPL Financial
California
$8.37M

Top Sellers

1
OFS
1
OneAscent Financial Services
Alabama
$0
2
Mariner
2
Mariner
Kansas
$0
3
RJA
3
Raymond James & Associates
Florida
$2.61M
4
RHP
4
Royal Harbor Partners
Texas
$0
5
HNB
5
Huntington National Bank
Ohio
$359K
Name Holding Trade Value Shares
Change 		Shares
Change %
VWWMG
51
Vermillion & White Wealth Management Group
Pennsylvania
$569K +$4.04K +170 +0.7%
AFA
52
AA Financial Advisors
Ohio
$556K +$40.3K +1,698 +8%
BEI
53
Benjamin Edwards Inc
Missouri
$521K +$521K +21,951 New
TF
54
TLWM Financial
Texas
$518K -$50.5K -2,129 -9%
KAS
55
Kestra Advisory Services
Texas
$511K +$40.4K +1,700 +9%
CAM
56
Clark Asset Management
New Hampshire
$503K +$2.92K +123 +0.6%
CHAM
57
Clear Harbor Asset Management
Connecticut
$449K +$44.5K +1,875 +11%
Lido Advisors
58
Lido Advisors
California
$449K +$55.2K +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 +$30.5K +1,283 +8%
AFG
65
Argent Financial Group
Louisiana
$395K +$395K +16,651 New
SFG
66
Sterling Financial Group
California
$375K – – –
VVP
67
Venture Visionary Partners
Ohio
$360K -$95.1K -4,007 -21%
HNB
68
Huntington National Bank
Ohio
$359K -$385K – –
CW
69
Cooksen Wealth
Texas
$351K – – –
DCM
70
Davis Capital Management
Florida
$351K – – –
AA
71
Addison Advisors
Vermont
$348K +$74K +3,115 +27%
DWM
72
Denver Wealth Management
Colorado
$331K +$2.37K +100 +0.7%
Thrivent Financial for Lutherans
73
Thrivent Financial for Lutherans
Minnesota
$323K – – –
TFA
74
TPG Financial Advisors
Oregon
$320K +$2.11K +89 +0.7%
WB
75
Webster Bank
Connecticut
$319K -$140K -5,918 -31%
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