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Invesco BulletShares 2026 Municipal Bond ETF
BSMQ

91 hedge funds and large institutions have $116M invested in Invesco BulletShares 2026 Municipal Bond ETF in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 45 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 15

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

14% more capital invested

Capital invested by funds: $101M → $116M (+$14.6M)

8% more funds holding

Funds holding: 84 → 91 (+7)

3.19% less ownership

Funds ownership: 68.51% → 65.33% (-3.2%)

Holders
91
Holders Change
+7
Holders Change %
+8.33%
% of All Funds
1.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
45
Reduced
15
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$4.51M
2
CW
CreativeOne Wealth
Kansas
+$1.89M
3
Wells Fargo
Wells Fargo
California
+$1.45M
4
ACA
Aptus Capital Advisors
Alabama
+$1.1M
5
ACM
AlphaStar Capital Management
North Carolina
+$796K

Top Sellers

Rank Fund Capital Flow
1
KFI
Key Financial Inc
Pennsylvania
-$913K
2
CA
CGN Advisors
Kansas
-$699K
3
MWM
Meridian Wealth Management
Kentucky
-$354K
4
OA
Oceanside Advisors
South Carolina
-$327K
5
NAM
NorthCrest Asset Manangement
Minnesota
-$324K
Name Holding Trade Value Shares
Change 		Change in
Stake
KBFS
76
Kohmann Bosshard Financial Services
Ohio
$243K – – –
MA
77
MONECO Advisors
Connecticut
$234K +$24.3K +1,026 +12%
MWA
78
Midland Wealth Advisors
Illinois
$230K – – –
EH
79
Equitable Holdings
New York
$230K -$262K -11,083 -53%
LA
80
Latitude Advisors
Florida
$212K -$1.49K -63 -0.7%
MOS
81
MGO One Seven
Ohio
$212K +$212K +8,979 New
WB
82
Webster Bank
Connecticut
$208K +$36.6K +1,545 +21%
Comerica Bank
83
Comerica Bank
Texas
$200K +$183K +7,748 +1,076%
OSNBOA
84
Old Second National Bank of Aurora
Illinois
$186K -$18.4K -777 -9%
S
85
SignatureFD
Georgia
$159K +$160K +6,751 New
CAL
86
Capital Analysts LLC
Pennsylvania
$105K – – –
VAMG
87
Voisard Asset Management Group
Michigan
$66K +$66.3K +2,800 New
HI
88
Harbour Investments
Wisconsin
$50K +$50.2K +2,122 New
FCAS
89
First Command Advisory Services
Texas
$45.5K +$45.7K +1,931 New
IA
90
IFP Advisors
Florida
$41.5K +$284 +12 +0.7%
Carson Wealth (CWM LLC)
91
Carson Wealth (CWM LLC)
Nebraska
$33K – – –
AF
92
Advisornet Financial
Minnesota
$14.2K – – –
MWM
93
Meridian Wealth Management
Kentucky
– -$354K -14,891 Closed
OA
94
Oceanside Advisors
South Carolina
– -$327K -13,781 Closed
NAM
95
NorthCrest Asset Manangement
Minnesota
– -$324K -13,619 Closed
KOC
96
Koss-Olinger Consulting
Florida
– -$289K -12,171 Closed
OP
97
ORG Partners
Indiana
– -$20.2K -850 Closed
ASN
98
Advisory Services Network
Georgia
– -$16.5K -693 Closed
JP Morgan Chase
99
JP Morgan Chase
New York
– -$2.51K -105 Closed
1 2 3
4

BSMQ Hedge Fund Activity: Q1 2024 in Review

91 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) for Q1 2024, worth a combined $116M — up 14% from $101M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new BSMQ positions and 7 closed out — a net gain of 8 holders — while 45 added to existing stakes and 15 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $4.51M. The largest seller was Key Financial Inc, cutting an estimated $913K.

  • 91 institutional investors held Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) as of Q1 2024, up from 84 in Q4 2023.
  • Funds reported $116M of Invesco BulletShares 2026 Municipal Bond ETF stock for Q1 2024, up 14% quarter-over-quarter.
  • 15 funds opened new Invesco BulletShares 2026 Municipal Bond ETF positions in Q1 2024 and 7 closed out, a net change of +8 holders.
  • The largest Invesco BulletShares 2026 Municipal Bond ETF buyer in Q1 2024 was Morgan Stanley, an estimated $4.51M added.
  • The largest Invesco BulletShares 2026 Municipal Bond ETF seller in Q1 2024 was Key Financial Inc, an estimated $913K sold.

Based on aggregated 13F filings for Q1 2024.