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Invesco BulletShares 2026 Municipal Bond ETF
BSMQ

Overview Fund Activity

125 hedge funds and large institutions have $156M invested in Invesco BulletShares 2026 Municipal Bond ETF in 2024 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 56 increasing their positions, 20 reducing their positions, and 7 closing their positions.

Holders
125
Holders Change
+15
Holders Change %
+13.64%
% of All Funds
1.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
56
Reduced
20
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OFS
1
OneAscent Financial Services
Alabama
$3M
2
Wells Fargo
2
Wells Fargo
California
$14.1M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$4.7M
4
Morgan Stanley
4
Morgan Stanley
New York
$8.9M
5
IWC
5
Integrated Wealth Concepts
Massachusetts
$2.13M

Top Sellers

1
FTUS
1
Flow Traders U.S.
New York
$0
2
Jane Street
2
Jane Street
New York
$316K
3
FWM
3
Fortress Wealth Management
California
$0
4
KAS
4
Kestra Advisory Services
Texas
$0
5
HNB
5
Huntington National Bank
Ohio
$492K
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
76
CAPTRUST Financial Advisors
North Carolina
$355K -$51K -2,164 -13%
CW
77
Cooksen Wealth
Texas
$348K – – –
DCM
78
Davis Capital Management
Florida
$348K – – –
WA
79
Waverly Advisors
Alabama
$348K +$91K +3,860 +35%
CF
80
Collier Financial
Colorado
$327K +$327K +13,876 New
DWM
81
Denver Wealth Management
Colorado
$327K -$1.79K -76 -0.5%
WB
82
Webster Bank
Connecticut
$318K +$825 +35 +0.3%
Jane Street
83
Jane Street
New York
$316K -$890K -37,749 -74%
VVP
84
Venture Visionary Partners
Ohio
$316K -$41.2K -1,750 -12%
IWM
85
IHT Wealth Management
Illinois
$313K – – –
EH
86
Equitable Holdings
New York
$312K +$312K +13,227 New
OFA
87
Oak Family Advisors
Illinois
$310K +$94.3K +4,000 +44%
SWM
88
Silverlake Wealth Management
Vermont
$308K – – –
ASN
89
Advisory Services Network
Georgia
$307K +$101K +4,291 +49%
HWM
90
Horizons Wealth Management
North Carolina
$305K +$2.24K +95 +0.7%
FFN
91
Focus Financial Network
Minnesota
$304K +$304K +12,906 New
FIM
92
Freedom Investment Management
Connecticut
$300K +$300K +12,738 New
HWM
93
Howard Wealth Management
Connecticut
$297K +$45.8K +1,945 +18%
OFG
94
Opulen Financial Group
Virginia
$293K +$293K +12,426 New
MTWM
95
Masso Torrence Wealth Management
New Jersey
$282K – – –
Carson Wealth (CWM LLC)
96
Carson Wealth (CWM LLC)
Nebraska
$281K +$11.6K +493 +4%
MWA
97
Midland Wealth Advisors
Illinois
$266K – – –
JCM
98
Jacobi Capital Management
Pennsylvania
$262K +$13K +550 +5%
KV
99
Kickstand Ventures
New York
$248K – – –
AWM
100
Avior Wealth Management
Nebraska
$247K – – –
2 3
4
5 6