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Invesco BulletShares 2026 Municipal Bond ETF
BSMQ

Overview Fund Activity

105 hedge funds and large institutions have $128M invested in Invesco BulletShares 2026 Municipal Bond ETF in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 44 increasing their positions, 26 reducing their positions, and 3 closing their positions.

Holders
105
Holders Change
+14
Holders Change %
+15.38%
% of All Funds
1.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
44
Reduced
26
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Truist Financial
1
Truist Financial
North Carolina
$7.04M
2
Wells Fargo
2
Wells Fargo
California
$11.5M
3
OIA
3
OneDigital Investment Advisors
Kansas
$800K
4
MWM
4
Meridian Wealth Management
Kentucky
$690K
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$6.22M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$7.79M
2
CW
2
CreativeOne Wealth
Kansas
$0
3
RSA
3
River Street Advisors
Illinois
$0
4
Jane Street
4
Jane Street
New York
$1.31M
5
WA
5
WESPAC Advisors
California
$411K
Name Holding Trade Value Shares
Change 		Shares
Change %
MW
76
Members Wealth
Pennsylvania
$301K +$301K +12,789 New
LWMG
77
Levy Wealth Management Group
Pennsylvania
$288K – – –
MTWM
78
Masso Torrence Wealth Management
New Jersey
$281K -$9.99K -425 -3%
Stifel Financial
79
Stifel Financial
Missouri
$277K -$36.2K -1,542 -12%
HT
80
Heritage Trust
Oklahoma
$274K +$17.6K +750 +7%
AA
81
Addison Advisors
Vermont
$271K +$352 +15 +0.1%
MWA
82
Midland Wealth Advisors
Illinois
$265K +$35.2K +1,500 +15%
SWM
83
Silverlake Wealth Management
Vermont
$258K – – –
FCAS
84
First Command Advisory Services
Texas
$252K +$207K +8,813 +456%
VAMG
85
Voisard Asset Management Group
Michigan
$246K +$180K +7,665 +274%
KBFS
86
Kohmann Bosshard Financial Services
Ohio
$242K – – –
JCM
87
Jacobi Capital Management
Pennsylvania
$216K +$216K +9,198 New
LA
88
Latitude Advisors
Florida
$214K +$3.2K +136 +2%
EH
89
Equitable Holdings
New York
$212K -$17.3K -736 -8%
MOS
90
MGO One Seven
Ohio
$211K – – –
AWM
91
Avior Wealth Management
Nebraska
$209K -$88.3K -3,759 -30%
ASN
92
Advisory Services Network
Georgia
$205K +$205K +8,731 New
WA
93
Waverly Advisors
Alabama
$202K +$202K +8,585 New
Comerica Bank
94
Comerica Bank
Texas
$199K +$164 +7 +0.1%
OSNBOA
95
Old Second National Bank of Aurora
Illinois
$185K – – –
S
96
SignatureFD
Georgia
$159K – – –
CAL
97
Capital Analysts LLC
Pennsylvania
$105K – – –
ATPW
98
Ashton Thomas Private Wealth
Arizona
$61.8K +$61.8K +2,631 New
HI
99
Harbour Investments
Wisconsin
$50.2K +$329 +14 +0.7%
IA
100
IFP Advisors
Florida
$41.6K +$259 +11 +0.6%
1 2 3
4
5