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Invesco BulletShares 2026 Municipal Bond ETF
BSMQ

Overview Fund Activity

136 hedge funds and large institutions have $185M invested in Invesco BulletShares 2026 Municipal Bond ETF in 2025 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 67 increasing their positions, 27 reducing their positions, and 4 closing their positions.

Holders
136
Holders Change
+11
Holders Change %
+8.8%
% of All Funds
1.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
67
Reduced
27
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$4.91M
2
CVA
2
Central Valley Advisors
California
$4.37M
3
VA
3
VestGen Advisors
Illinois
$3.49M
4
Morgan Stanley
4
Morgan Stanley
New York
$12M
5
Jane Street
5
Jane Street
New York
$2.71M

Top Sellers

1
CIM
1
Confluence Investment Management
Missouri
$2.7M
2
CW
2
CreativeOne Wealth
Kansas
$0
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$322K
4
SC
4
Savant Capital
Illinois
$723K
5
ASN
5
Advisory Services Network
Georgia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
WAP
76
Wealthcare Advisory Partners
Pennsylvania
$394K 16,685 – –
EWA
77
EP Wealth Advisors
California
$387K 16,372 – –
KV
78
Kickstand Ventures
New York
$382K 16,195 +5,663 +54%
PTC
79
Private Trust Company
Ohio
$380K 16,075 -2,700 -14%
AA
80
Addison Advisors
Vermont
$370K 15,660 +420 +3%
TCM
81
Tassel Capital Management
North Carolina
$364K 15,436 -4,330 -22%
YP
82
YANKCOM Partnership
South Dakota
$354K 15,013 -1,200 -7%
WWA
83
Wingate Wealth Advisors
Massachusetts
$352K 14,927 +6,413 +75%
DCM
84
Davis Capital Management
Florida
$349K 14,767 – –
CW
85
Cooksen Wealth
Texas
$348K 14,776 – –
OFA
86
Oak Family Advisors
Illinois
$339K 14,338 +1,168 +9%
Cetera Investment Advisers
87
Cetera Investment Advisers
Illinois
$329K 13,940 +3,919 +39%
DWM
88
Denver Wealth Management
Colorado
$325K 13,759 -105 -0.8%
Thrivent Financial for Lutherans
89
Thrivent Financial for Lutherans
Minnesota
$322K 13,619 -18,369 -57%
WB
90
Webster Bank
Connecticut
$318K 13,477 – –
IWM
91
IHT Wealth Management
Illinois
$314K 13,296 – –
EH
92
Equitable Holdings
New York
$314K 13,287 +60 +0.5%
SWM
93
Silverlake Wealth Management
Vermont
$309K 13,083 – –
HWM
94
Horizons Wealth Management
North Carolina
$308K 13,057 +124 +1%
HWM
95
Howard Wealth Management
Connecticut
$298K 12,610 – –
OFG
96
Opulen Financial Group
Virginia
$295K 12,510 +84 +0.7%
FIM
97
Freedom Investment Management
Connecticut
$295K 12,490 -248 -2%
PFS
98
Prospera Financial Services
Texas
$287K 12,151 +12,151 New
MTWM
99
Masso Torrence Wealth Management
New Jersey
$282K 11,953 – –
VVP
100
Venture Visionary Partners
Ohio
$268K 11,363 -2,055 -15%
2 3
4
5 6