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Invesco BulletShares 2026 Municipal Bond ETF

142 hedge funds and large institutions have $190M invested in Invesco BulletShares 2026 Municipal Bond ETF in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 60 increasing their positions, 41 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

46% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 41

3% more funds holding

Funds holding: 138142 (+4)

1% more capital invested

Capital invested by funds: $188M → $190M (+$2.13M)

4.15% less ownership

Funds ownership: 69.58%65.44% (-4.1%)

Holders
142
Holders Change
+4
Holders Change %
+2.9%
% of All Funds
1.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
60
Reduced
41
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HGA
76
Hobbs Group Advisors
South Carolina
$450K -$404K -17,232 -47%
KV
77
Kickstand Ventures
New York
$437K +$54.9K +2,341 +14%
SFG
78
Sterling Financial Group
California
$434K -$3.64K -155 -0.8%
BEI
79
Benjamin Edwards Inc
Missouri
$431K -$7.18K -306 -2%
RSA
80
River Street Advisors
Illinois
$431K +$429K +18,302 New
Jones Financial Companies
81
Jones Financial Companies
Missouri
$426K +$202K +8,628 +91%
WAP
82
Wealthcare Advisory Partners
Pennsylvania
$418K +$25.1K +1,069 +6%
HI
83
Harbour Investments
Wisconsin
$415K +$8.8K +375 +2%
BFA
84
Bill Few Associates
Pennsylvania
$411K
YWS
85
Yarger Wealth Strategies
Ohio
$402K +$401K +17,082 New
TCM
86
Tassel Capital Management
North Carolina
$366K +$2.58K +110 +0.7%
OFA
87
Oak Family Advisors
Illinois
$361K +$23.5K +1,000 +7%
Cetera Investment Advisers
88
Cetera Investment Advisers
Illinois
$358K +$29.6K +1,264 +9%
WWA
89
Wingate Wealth Advisors
Massachusetts
$354K +$2.49K +106 +0.7%
AA
90
Addison Advisors
Vermont
$353K -$15.5K -660 -4%
CW
91
Cooksen Wealth
Texas
$348K
HWM
92
Howard Wealth Management
Connecticut
$346K +$48.7K +2,075 +16%
HNB
93
Huntington National Bank
Ohio
$338K
IWM
94
IHT Wealth Management
Illinois
$313K
HWM
95
Horizons Wealth Management
North Carolina
$311K +$3.73K +159 +1%
DWM
96
Denver Wealth Management
Colorado
$311K -$13.6K -578 -4%
SWM
97
Silverlake Wealth Management
Vermont
$308K
MTWM
98
Masso Torrence Wealth Management
New Jersey
$305K +$23.5K +1,000 +8%
OFG
99
Opulen Financial Group
Virginia
$297K +$2.09K +89 +0.7%
SA
100
Sanctuary Advisors
Indiana
$291K -$2.17M -92,535 -88%

BSMQ Hedge Fund Activity: Q2 2025 in Review

142 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) for Q2 2025, worth a combined $190M — up 1.1% from $188M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new BSMQ positions and 8 closed out — a net gain of 7 holders — while 60 added to existing stakes and 41 trimmed.

The largest buyer was LPL Financial, adding an estimated $1.83M. The largest seller was Atria Investments, exiting entirely with an estimated $2.2M sold.

  • 142 institutional investors held Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) as of Q2 2025, up from 138 in Q1 2025.
  • Funds reported $190M of Invesco BulletShares 2026 Municipal Bond ETF stock for Q2 2025, up 1.1% quarter-over-quarter.
  • 15 funds opened new Invesco BulletShares 2026 Municipal Bond ETF positions in Q2 2025 and 8 closed out, a net change of +7 holders.
  • The largest Invesco BulletShares 2026 Municipal Bond ETF buyer in Q2 2025 was LPL Financial, an estimated $1.83M added.
  • The largest Invesco BulletShares 2026 Municipal Bond ETF seller in Q2 2025 was Atria Investments, an estimated $2.2M sold.

Based on aggregated 13F filings for Q2 2025.