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Invesco BulletShares 2026 Municipal Bond ETF
BSMQ

138 hedge funds and large institutions have $188M invested in Invesco BulletShares 2026 Municipal Bond ETF in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 68 increasing their positions, 27 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

325% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 4

152% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 27

20% more capital invested

Capital invested by funds: $156M → $188M (+$31.7M)

10% more funds holding

Funds holding: 125 → 138 (+13)

2.21% more ownership

Funds ownership: 67.37% → 69.58% (+2.2%)

Holders
138
Holders Change
+13
Holders Change %
+10.4%
% of All Funds
1.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
68
Reduced
27
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of New York Mellon
Bank of New York Mellon
New York
+$4.92M
2
CVA
Central Valley Advisors
California
+$4.38M
3
Morgan Stanley
Morgan Stanley
New York
+$3.09M
4
Jane Street
Jane Street
New York
+$2.4M
5
Osaic Holdings
Osaic Holdings
Arizona
+$1.56M

Top Sellers

Rank Fund Capital Flow
1
CIM
Confluence Investment Management
Missouri
-$2.4M
2
CW
CreativeOne Wealth
Kansas
-$1.89M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$435K
4
SC
Savant Capital
Illinois
-$321K
5
ASN
Advisory Services Network
Georgia
-$307K
Name Holding Trade Value Shares
Change 		Change in
Stake
HI
76
Harbour Investments
Wisconsin
$407K +$356K +15,066 +695%
WAP
77
Wealthcare Advisory Partners
Pennsylvania
$394K – – –
EWA
78
EP Wealth Advisors
California
$387K – – –
KV
79
Kickstand Ventures
New York
$382K +$134K +5,663 +54%
PTC
80
Private Trust Company
Ohio
$380K -$63.9K -2,700 -14%
AA
81
Addison Advisors
Vermont
$370K +$9.94K +420 +3%
TCM
82
Tassel Capital Management
North Carolina
$364K -$102K -4,330 -22%
YP
83
YANKCOM Partnership
South Dakota
$354K -$28.4K -1,200 -7%
WWA
84
Wingate Wealth Advisors
Massachusetts
$352K +$152K +6,413 +75%
DCM
85
Davis Capital Management
Florida
$349K – – –
CW
86
Cooksen Wealth
Texas
$348K – – –
OFA
87
Oak Family Advisors
Illinois
$339K +$27.6K +1,168 +9%
Cetera Investment Advisers
88
Cetera Investment Advisers
Illinois
$329K +$92.7K +3,919 +39%
DWM
89
Denver Wealth Management
Colorado
$325K -$2.48K -105 -0.8%
Thrivent Financial for Lutherans
90
Thrivent Financial for Lutherans
Minnesota
$322K -$435K -18,369 -57%
WB
91
Webster Bank
Connecticut
$318K – – –
IWM
92
IHT Wealth Management
Illinois
$314K – – –
EH
93
Equitable Holdings
New York
$314K +$1.42K +60 +0.5%
SWM
94
Silverlake Wealth Management
Vermont
$309K – – –
HWM
95
Horizons Wealth Management
North Carolina
$308K +$2.93K +124 +1%
HWM
96
Howard Wealth Management
Connecticut
$298K – – –
OFG
97
Opulen Financial Group
Virginia
$295K +$1.99K +84 +0.7%
FIM
98
Freedom Investment Management
Connecticut
$295K -$5.87K -248 -2%
PFS
99
Prospera Financial Services
Texas
$287K +$287K +12,151 New
MTWM
100
Masso Torrence Wealth Management
New Jersey
$282K – – –
2 3
4
5 6

BSMQ Hedge Fund Activity: Q1 2025 in Review

138 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) for Q1 2025, worth a combined $188M — up 20% from $156M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new BSMQ positions and 4 closed out — a net gain of 13 holders — while 68 added to existing stakes and 27 trimmed.

The largest buyer was Bank of New York Mellon, opening a new position worth an estimated $4.92M. The largest seller was Confluence Investment Management, cutting an estimated $2.4M.

  • 138 institutional investors held Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) as of Q1 2025, up from 125 in Q4 2024.
  • Funds reported $188M of Invesco BulletShares 2026 Municipal Bond ETF stock for Q1 2025, up 20% quarter-over-quarter.
  • 17 funds opened new Invesco BulletShares 2026 Municipal Bond ETF positions in Q1 2025 and 4 closed out, a net change of +13 holders.
  • The largest Invesco BulletShares 2026 Municipal Bond ETF buyer in Q1 2025 was Bank of New York Mellon, an estimated $4.92M added.
  • The largest Invesco BulletShares 2026 Municipal Bond ETF seller in Q1 2025 was Confluence Investment Management, an estimated $2.4M sold.

Based on aggregated 13F filings for Q1 2025.