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Invesco BulletShares 2026 Municipal Bond ETF
BSMQ

Overview Fund Activity

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.

Holders
91
Holders Change
+7
Holders Change %
+8.33%
% of All Funds
1.32%
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

1
Morgan Stanley
1
Morgan Stanley
New York
$10.5M
2
CW
2
CreativeOne Wealth
Kansas
$1.89M
3
Wells Fargo
3
Wells Fargo
California
$10.7M
4
ACA
4
Aptus Capital Advisors
Alabama
$1.1M
5
ACM
5
AlphaStar Capital Management
North Carolina
$792K

Top Sellers

1
KFI
1
Key Financial Inc
Pennsylvania
$719K
2
CA
2
CGN Advisors
Kansas
$1.62M
3
MWM
3
Meridian Wealth Management
Kentucky
$0
4
OA
4
Oceanside Advisors
South Carolina
$0
5
NAM
5
NorthCrest Asset Manangement
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
KBFS
76
Kohmann Bosshard Financial Services
Ohio
$243K 10,302 – –
MA
77
MONECO Advisors
Connecticut
$234K 9,945 +1,026 +12%
MWA
78
Midland Wealth Advisors
Illinois
$230K 9,773 – –
EH
79
Equitable Holdings
New York
$230K 9,764 -11,083 -53%
LA
80
Latitude Advisors
Florida
$212K 8,986 -63 -0.7%
MOS
81
MGO One Seven
Ohio
$212K 8,979 +8,979 New
WB
82
Webster Bank
Connecticut
$208K 8,810 +1,545 +21%
Comerica Bank
83
Comerica Bank
Texas
$200K 8,468 +7,748 +1,076%
OSNBOA
84
Old Second National Bank of Aurora
Illinois
$186K 7,877 -777 -9%
S
85
SignatureFD
Georgia
$159K 6,751 +6,751 New
CAL
86
Capital Analysts LLC
Pennsylvania
$105K 4,470 – –
VAMG
87
Voisard Asset Management Group
Michigan
$66K 2,800 +2,800 New
HI
88
Harbour Investments
Wisconsin
$50K 2,122 +2,122 New
FCAS
89
First Command Advisory Services
Texas
$45.5K 1,931 +1,931 New
IA
90
IFP Advisors
Florida
$41.5K 1,760 +12 +0.7%
Carson Wealth (CWM LLC)
91
Carson Wealth (CWM LLC)
Nebraska
$33K 1,389 – –
AF
92
Advisornet Financial
Minnesota
$14.2K 604 – –
MWM
93
Meridian Wealth Management
Kentucky
– – -14,891 Closed
OA
94
Oceanside Advisors
South Carolina
– – -13,781 Closed
NAM
95
NorthCrest Asset Manangement
Minnesota
– – -13,619 Closed
KOC
96
Koss-Olinger Consulting
Florida
– – -12,171 Closed
OP
97
ORG Partners
Indiana
– – -850 Closed
ASN
98
Advisory Services Network
Georgia
– – -693 Closed
JPMorgan Chase & Co
99
JPMorgan Chase & Co
New York
– – -105 Closed
CFGS
100
Concourse Financial Group Securities
Alabama
– – – –
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