BSMQ icon

Invesco BulletShares 2026 Municipal Bond ETF
BSMQ

Overview Fund Activity

140 hedge funds and large institutions have $188M invested in Invesco BulletShares 2026 Municipal Bond ETF in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 59 increasing their positions, 40 reducing their positions, and 8 closing their positions.

Holders
140
Holders Change
+4
Holders Change %
+2.94%
% of All Funds
1.88%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
59
Reduced
40
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$11.8M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$1.59M
3
Bank of America
3
Bank of America
North Carolina
$8.03M
4
MA
4
MONECO Advisors
Connecticut
$3.06M
5
IWC
5
Integrated Wealth Concepts
Massachusetts
$3.51M

Top Sellers

1
AI
1
Atria Investments
North Carolina
$0
2
Osaic Holdings
2
Osaic Holdings
Arizona
$2.83M
3
Morgan Stanley
3
Morgan Stanley
New York
$10.9M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$4.01M
5
FFN
5
Focus Financial Network
Minnesota
$922K
Name Market Value Shares Shares
Change 		Shares
Change %
PFS
101
Prospera Financial Services
Texas
$286K 12,153 +2 +0%
PTC
102
Private Trust Company
Ohio
$286K 12,125 -3,950 -25%
EWA
103
EP Wealth Advisors
California
$283K 12,016 -4,356 -27%
FIM
104
Freedom Investment Management
Connecticut
$281K 11,926 -564 -5%
WB
105
Webster Bank
Connecticut
$277K 11,772 -1,705 -13%
VVP
106
Venture Visionary Partners
Ohio
$268K 11,363 – –
NPAN
107
Northeast Planning Associates NH
New Hampshire
$261K 11,077 +1,276 +13%
WWM
108
Western Wealth Management
Colorado
$257K 10,900 +10,900 New
EH
109
Equitable Holdings
New York
$254K 10,797 -2,490 -19%
Carson Wealth (CWM LLC)
110
Carson Wealth (CWM LLC)
Nebraska
$254K 10,796 +72 +0.7%
SFG
111
SNS Financial Group
Minnesota
$250K 10,620 +10,620 New
ASN
112
Advisory Services Network
Georgia
$244K 10,410 +10,410 New
KBFS
113
Kohmann Bosshard Financial Services
Ohio
$243K 10,302 – –
Ameriprise
114
Ameriprise
Minnesota
$242K 10,254 +10,254 New
LC
115
Landaas & Company
Wisconsin
$235K 9,986 +9,986 New
AWM
116
Avior Wealth Management
Nebraska
$226K 9,613 – –
BCM
117
Brookstone Capital Management
Illinois
$223K 9,478 +91 +1%
DAS
118
Diversify Advisory Services
Utah
$216K 9,169 +66 +0.7%
AWM
119
Axxcess Wealth Management
California
$212K 8,993 +8,993 New
CSP
120
Cary Street Partners
Virginia
$211K 8,950 – –
MA
121
Mutual Advisors
Nebraska
$210K 8,935 +8,935 New
FF
122
Francis Financial
$203K 8,635 – –
FFG
123
Foundry Financial Group
New Hampshire
$200K 8,500 – –
CBT
124
Crews Bank & Trust
Florida
$200K 8,475 – –
KOCAA
125
Knights of Columbus Asset Advisors
Connecticut
$166K 7,050 – –
2 3 4
5
6