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Invesco BulletShares 2026 Municipal Bond ETF
BSMQ

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.

New
Increased
Maintained
Reduced
Closed

257% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 7

180% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 20

14% more funds holding

Funds holding: 110 → 125 (+15)

12% more capital invested

Capital invested by funds: $139M → $156M (+$17M)

3.81% more ownership

Funds ownership: 63.56% → 67.37% (+3.8%)

Holders
125
Holders Change
+15
Holders Change %
+13.64%
% of All Funds
1.65%
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

Rank Fund Capital Flow
1
OFS
OneAscent Financial Services
Alabama
+$3.01M
2
Wells Fargo
Wells Fargo
California
+$1.19M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$999K
4
Morgan Stanley
Morgan Stanley
New York
+$865K
5
IWC
Integrated Wealth Concepts
Massachusetts
+$814K

Top Sellers

Rank Fund Capital Flow
1
FTUS
Flow Traders U.S.
New York
-$933K
2
Jane Street
Jane Street
New York
-$892K
3
FWM
Fortress Wealth Management
California
-$647K
4
KAS
Kestra Advisory Services
Texas
-$511K
5
RCA
Resonant Capital Advisors
Wisconsin
-$350K
Name Holding Trade Value Shares
Change 		Change in
Stake
CAPTRUST Financial Advisors
76
CAPTRUST Financial Advisors
North Carolina
$355K -$51.1K -2,164 -13%
CW
77
Cooksen Wealth
Texas
$348K – – –
DCM
78
Davis Capital Management
Florida
$348K – – –
WA
79
Waverly Advisors
Alabama
$348K +$91.2K +3,860 +35%
CF
80
Collier Financial
Colorado
$327K +$328K +13,876 New
DWM
81
Denver Wealth Management
Colorado
$327K -$1.8K -76 -0.5%
WB
82
Webster Bank
Connecticut
$318K +$827 +35 +0.3%
Jane Street
83
Jane Street
New York
$316K -$892K -37,749 -74%
VVP
84
Venture Visionary Partners
Ohio
$316K -$41.3K -1,750 -12%
IWM
85
IHT Wealth Management
Illinois
$313K – – –
EH
86
Equitable Holdings
New York
$312K +$313K +13,227 New
OFA
87
Oak Family Advisors
Illinois
$310K +$94.5K +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 +$2.25K +95 +0.7%
FFN
91
Focus Financial Network
Minnesota
$304K +$305K +12,906 New
FIM
92
Freedom Investment Management
Connecticut
$300K +$301K +12,738 New
HWM
93
Howard Wealth Management
Connecticut
$297K +$46K +1,945 +18%
OFG
94
Opulen Financial Group
Virginia
$293K +$294K +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

BSMQ Hedge Fund Activity: Q4 2024 in Review

125 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) for Q4 2024, worth a combined $156M — up 12% from $139M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new BSMQ positions and 7 closed out — a net gain of 18 holders — while 56 added to existing stakes and 20 trimmed.

The largest buyer was OneAscent Financial Services, opening a new position worth an estimated $3.01M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $933K sold.

  • 125 institutional investors held Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) as of Q4 2024, up from 110 in Q3 2024.
  • Funds reported $156M of Invesco BulletShares 2026 Municipal Bond ETF stock for Q4 2024, up 12% quarter-over-quarter.
  • 25 funds opened new Invesco BulletShares 2026 Municipal Bond ETF positions in Q4 2024 and 7 closed out, a net change of +18 holders.
  • The largest Invesco BulletShares 2026 Municipal Bond ETF buyer in Q4 2024 was OneAscent Financial Services, an estimated $3.01M added.
  • The largest Invesco BulletShares 2026 Municipal Bond ETF seller in Q4 2024 was Flow Traders U.S., an estimated $933K sold.

Based on aggregated 13F filings for Q4 2024.