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Invesco BulletShares 2026 Municipal Bond ETF
BSMQ

125 hedge funds and large institutions have $156M invested in Invesco BulletShares 2026 Municipal Bond ETF in 2024 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 56 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

257% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 7

180% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 20

14% more funds holding

Funds holding: 110 → 125 (+15)

12% more capital invested

Capital invested by funds: $139M → $156M (+$17M)

3.81% more ownership

Funds ownership: 63.56% → 67.37% (+3.8%)

Holders
125
Holders Change
+15
Holders Change %
+13.64%
% of All Funds
1.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
56
Reduced
20
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
OFS
OneAscent Financial Services
Alabama
+$3.01M
2
Wells Fargo
Wells Fargo
California
+$1.19M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$999K
4
Morgan Stanley
Morgan Stanley
New York
+$865K
5
IWC
Integrated Wealth Concepts
Massachusetts
+$814K

Top Sellers

Rank Fund Capital Flow
1
FTUS
Flow Traders U.S.
New York
-$933K
2
Jane Street
Jane Street
New York
-$892K
3
FWM
Fortress Wealth Management
California
-$647K
4
KAS
Kestra Advisory Services
Texas
-$511K
5
RCA
Resonant Capital Advisors
Wisconsin
-$350K
Name Holding Trade Value Shares
Change 		Change in
Stake
SG
51
StoneX Group
New York
$635K +$636K +26,938 New
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$603K -$43.3K -1,832 -7%
Lido Advisors
53
Lido Advisors
California
$594K +$149K +6,300 +33%
VWWMG
54
Vermillion & White Wealth Management Group
Pennsylvania
$569K +$3.97K +168 +0.7%
PAG
55
Private Advisor Group
New Jersey
$562K -$107K -4,529 -16%
TF
56
TLWM Financial
Texas
$527K +$12.6K +534 +2%
KCM
57
Kathmere Capital Management
Pennsylvania
$524K +$525K +22,223 New
AFA
58
AA Financial Advisors
Ohio
$522K -$30.6K -1,294 -6%
BEI
59
Benjamin Edwards Inc
Missouri
$513K -$4.32K -183 -0.8%
CAM
60
Clark Asset Management
New Hampshire
$502K +$2.86K +121 +0.6%
HNB
61
Huntington National Bank
Ohio
$492K – – –
Wealth Enhancement Advisory Services
62
Wealth Enhancement Advisory Services
Minnesota
$488K +$489K +20,701 New
HighTower Advisors
63
HighTower Advisors
Illinois
$468K +$39.6K +1,677 +9%
TCM
64
Tassel Capital Management
North Carolina
$466K +$467K +19,766 New
CHAM
65
Clear Harbor Asset Management
Connecticut
$460K +$14.5K +615 +3%
VAMG
66
Voisard Asset Management Group
Michigan
$447K +$201K +8,512 +81%
PTC
67
Private Trust Company
Ohio
$443K – – –
WA
68
WESPAC Advisors
California
$412K – – –
BFA
69
Bill Few Associates
Pennsylvania
$412K – – –
HT
70
Heritage Trust
Oklahoma
$407K +$408K +17,271 New
WAP
71
Wealthcare Advisory Partners
Pennsylvania
$393K +$394K +16,685 New
EWA
72
EP Wealth Advisors
California
$386K +$387K +16,372 New
YP
73
YANKCOM Partnership
South Dakota
$382K +$383K +16,213 New
SFG
74
Sterling Financial Group
California
$378K +$5.86K +248 +2%
AA
75
Addison Advisors
Vermont
$359K +$14.1K +595 +4%
1 2
3
4 5

BSMQ Hedge Fund Activity: Q4 2024 in Review

125 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) for Q4 2024, worth a combined $156M — up 12% from $139M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new BSMQ positions and 7 closed out — a net gain of 18 holders — while 56 added to existing stakes and 20 trimmed.

The largest buyer was OneAscent Financial Services, opening a new position worth an estimated $3.01M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $933K sold.

  • 125 institutional investors held Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) as of Q4 2024, up from 110 in Q3 2024.
  • Funds reported $156M of Invesco BulletShares 2026 Municipal Bond ETF stock for Q4 2024, up 12% quarter-over-quarter.
  • 25 funds opened new Invesco BulletShares 2026 Municipal Bond ETF positions in Q4 2024 and 7 closed out, a net change of +18 holders.
  • The largest Invesco BulletShares 2026 Municipal Bond ETF buyer in Q4 2024 was OneAscent Financial Services, an estimated $3.01M added.
  • The largest Invesco BulletShares 2026 Municipal Bond ETF seller in Q4 2024 was Flow Traders U.S., an estimated $933K sold.

Based on aggregated 13F filings for Q4 2024.