Invesco BulletShares 2026 Municipal Bond ETF
BSMQ
71 hedge funds and large institutions have $79.1M invested in Invesco BulletShares 2026 Municipal Bond ETF in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 36 increasing their positions, 19 reducing their positions, and 5 closing their positions.
89% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 19
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
1% less capital invested
Capital invested by funds: $80M → $79.1M (-$866K)
1% less funds holding
Funds holding: 72 → 71 (-1)
2.18% less ownership
Funds ownership: 72.14% → 69.96% (-2.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$1.71M |
| 2 |
LPT
Legacy Private Trust
Neenah,
Wisconsin
|
+$751K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$726K |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$603K |
| 5 |
LPL Financial
San Diego,
California
|
+$563K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$1.2M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$1.19M |
| 3 |
Jane Street
New York
|
-$840K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$392K |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$334K |
BSMQ Hedge Fund Activity: Q3 2023 in Review
71 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) for Q3 2023, worth a combined $79.1M — down 1.1% from $80M a quarter earlier.
Fund positioning in BSMQ was balanced in Q3 2023: 5 funds opened new positions, 5 closed out, 36 added to existing stakes and 19 trimmed.
The largest buyer was Wells Fargo, adding an estimated $1.71M. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $1.2M.
- 71 institutional investors held Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) as of Q3 2023, down from 72 in Q2 2023.
- Funds reported $79.1M of Invesco BulletShares 2026 Municipal Bond ETF stock for Q3 2023, down 1.1% quarter-over-quarter.
- 5 funds opened new Invesco BulletShares 2026 Municipal Bond ETF positions in Q3 2023 and 5 closed out, a net change of 0 holders.
- The largest Invesco BulletShares 2026 Municipal Bond ETF buyer in Q3 2023 was Wells Fargo, an estimated $1.71M added.
- The largest Invesco BulletShares 2026 Municipal Bond ETF seller in Q3 2023 was Northwestern Mutual Wealth Management, an estimated $1.2M sold.
Based on aggregated 13F filings for Q3 2023.