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Invesco BulletShares 2026 Municipal Bond ETF
BSMQ

Overview Fund Activity

110 hedge funds and large institutions have $139M invested in Invesco BulletShares 2026 Municipal Bond ETF in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 58 increasing their positions, 14 reducing their positions, and 7 closing their positions.

Holders
110
Holders Change
+5
Holders Change %
+4.76%
% of All Funds
1.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
58
Reduced
14
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CW
1
CreativeOne Wealth
Kansas
$1.9M
2
Bank of America
2
Bank of America
North Carolina
$5.31M
3
Wells Fargo
3
Wells Fargo
California
$13M
4
UBS Group
4
UBS Group
Switzerland
$3.42M
5
LPL Financial
5
LPL Financial
California
$8.37M

Top Sellers

1
OFS
1
OneAscent Financial Services
Alabama
$0
2
Mariner
2
Mariner
Kansas
$0
3
RJA
3
Raymond James & Associates
Florida
$2.61M
4
RHP
4
Royal Harbor Partners
Texas
$0
5
HNB
5
Huntington National Bank
Ohio
$359K
Name Holding Trade Value Shares
Change 		Shares
Change %
IWM
76
IHT Wealth Management
Illinois
$316K – – –
SWM
77
Silverlake Wealth Management
Vermont
$311K +$50.2K +2,115 +19%
HWM
78
Horizons Wealth Management
North Carolina
$305K – – –
MTWM
79
Masso Torrence Wealth Management
New Jersey
$284K – – –
HIP
80
HUB Investment Partners
Texas
$277K +$277K +11,652 New
FCAS
81
First Command Advisory Services
Texas
$271K +$16K +675 +6%
Carson Wealth (CWM LLC)
82
Carson Wealth (CWM LLC)
Nebraska
$271K +$238K +10,031 +722%
MWA
83
Midland Wealth Advisors
Illinois
$268K – – –
WA
84
Waverly Advisors
Alabama
$259K +$55K +2,317 +27%
HWM
85
Howard Wealth Management
Connecticut
$253K +$253K +10,665 New
JCM
86
Jacobi Capital Management
Pennsylvania
$251K +$32.3K +1,360 +15%
KV
87
Kickstand Ventures
New York
$250K +$250K +10,532 New
AWM
88
Avior Wealth Management
Nebraska
$249K +$37.7K +1,590 +18%
VAMG
89
Voisard Asset Management Group
Michigan
$248K – – –
KBFS
90
Kohmann Bosshard Financial Services
Ohio
$245K – – –
LA
91
Latitude Advisors
Florida
$218K +$1.9K +80 +0.9%
OFA
92
Oak Family Advisors
Illinois
$218K +$218K +9,170 New
HSWS
93
Higgins & Schmidt Wealth Strategies
Colorado
$214K +$214K +8,996 New
ASN
94
Advisory Services Network
Georgia
$205K – – –
FFG
95
Foundry Financial Group
New Hampshire
$202K +$202K +8,500 New
OSNBOA
96
Old Second National Bank of Aurora
Illinois
$187K – – –
KOCAA
97
Knights of Columbus Asset Advisors
Connecticut
$167K +$167K +7,050 New
S
98
SignatureFD
Georgia
$160K – – –
RSA
99
River Street Advisors
Illinois
$155K +$155K +6,527 New
Jones Financial Companies
100
Jones Financial Companies
Missouri
$142K +$114K +4,805 +401%
1 2 3
4
5