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Invesco BulletShares 2026 Municipal Bond ETF
BSMQ

138 hedge funds and large institutions have $188M invested in Invesco BulletShares 2026 Municipal Bond ETF in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 68 increasing their positions, 27 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

325% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 4

152% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 27

20% more capital invested

Capital invested by funds: $156M → $188M (+$31.7M)

10% more funds holding

Funds holding: 125 → 138 (+13)

2.21% more ownership

Funds ownership: 67.37% → 69.58% (+2.2%)

Holders
138
Holders Change
+13
Holders Change %
+10.4%
% of All Funds
1.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
68
Reduced
27
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of New York Mellon
Bank of New York Mellon
New York
+$4.92M
2
CVA
Central Valley Advisors
California
+$4.38M
3
Morgan Stanley
Morgan Stanley
New York
+$3.09M
4
Jane Street
Jane Street
New York
+$2.4M
5
Osaic Holdings
Osaic Holdings
Arizona
+$1.56M

Top Sellers

Rank Fund Capital Flow
1
CIM
Confluence Investment Management
Missouri
-$2.4M
2
CW
CreativeOne Wealth
Kansas
-$1.89M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$435K
4
SC
Savant Capital
Illinois
-$321K
5
ASN
Advisory Services Network
Georgia
-$307K
Name Holding Trade Value Shares
Change 		Change in
Stake
Brown Advisory
51
Brown Advisory
Maryland
$812K – – –
OIA
52
OneDigital Investment Advisors
Kansas
$804K – – –
MWM
53
Meridian Wealth Management
Kentucky
$768K -$46.3K -1,956 -6%
BPA
54
Beacon Pointe Advisors
California
$741K +$142 +6 +0%
SC
55
Savant Capital
Illinois
$723K -$321K -13,580 -31%
SG
56
StoneX Group
New York
$669K +$33.4K +1,412 +5%
CIC
57
Carnegie Investment Counsel
Ohio
$668K -$43.8K -1,850 -6%
PAG
58
Private Advisor Group
New Jersey
$659K +$96.1K +4,062 +17%
Wealth Enhancement Advisory Services
59
Wealth Enhancement Advisory Services
Minnesota
$625K +$136K +5,770 +28%
Lido Advisors
60
Lido Advisors
California
$595K – – –
HNB
61
Huntington National Bank
Ohio
$562K – – –
HighTower Advisors
62
HighTower Advisors
Illinois
$561K +$92K +3,887 +20%
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$542K -$61.9K -2,618 -10%
AFA
64
AA Financial Advisors
Ohio
$534K +$11.6K +491 +2%
TF
65
TLWM Financial
Texas
$530K +$2.81K +119 +0.5%
KCM
66
Kathmere Capital Management
Pennsylvania
$525K – – –
CAM
67
Clark Asset Management
New Hampshire
$506K +$2.79K +118 +0.6%
WA
68
Waverly Advisors
Alabama
$488K +$140K +5,898 +40%
CHAM
69
Clear Harbor Asset Management
Connecticut
$481K +$19.9K +840 +4%
CAPTRUST Financial Advisors
70
CAPTRUST Financial Advisors
North Carolina
$462K +$106K +4,476 +30%
HT
71
Heritage Trust
Oklahoma
$458K +$50K +2,115 +12%
BEI
72
Benjamin Edwards Inc
Missouri
$440K -$74.6K -3,152 -14%
SFG
73
Sterling Financial Group
California
$438K +$59.4K +2,510 +16%
WA
74
WESPAC Advisors
California
$413K – – –
BFA
75
Bill Few Associates
Pennsylvania
$412K – – –
1 2
3
4 5

BSMQ Hedge Fund Activity: Q1 2025 in Review

138 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) for Q1 2025, worth a combined $188M — up 20% from $156M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new BSMQ positions and 4 closed out — a net gain of 13 holders — while 68 added to existing stakes and 27 trimmed.

The largest buyer was Bank of New York Mellon, opening a new position worth an estimated $4.92M. The largest seller was Confluence Investment Management, cutting an estimated $2.4M.

  • 138 institutional investors held Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) as of Q1 2025, up from 125 in Q4 2024.
  • Funds reported $188M of Invesco BulletShares 2026 Municipal Bond ETF stock for Q1 2025, up 20% quarter-over-quarter.
  • 17 funds opened new Invesco BulletShares 2026 Municipal Bond ETF positions in Q1 2025 and 4 closed out, a net change of +13 holders.
  • The largest Invesco BulletShares 2026 Municipal Bond ETF buyer in Q1 2025 was Bank of New York Mellon, an estimated $4.92M added.
  • The largest Invesco BulletShares 2026 Municipal Bond ETF seller in Q1 2025 was Confluence Investment Management, an estimated $2.4M sold.

Based on aggregated 13F filings for Q1 2025.