Invesco BulletShares 2026 Municipal Bond ETF
BSMQ
110 hedge funds and large institutions have $139M invested in Invesco BulletShares 2026 Municipal Bond ETF in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 58 increasing their positions, 14 reducing their positions, and 7 closing their positions.
314% more repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 14
143% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 7
9% more capital invested
Capital invested by funds: $128M → $139M (+$11.6M)
5% more funds holding
Funds holding: 105 → 110 (+5)
2.47% less ownership
Funds ownership: 66.03% → 63.56% (-2.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$1.89M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$1.46M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$1.38M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$1.23M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OFS
OneAscent Financial Services
Birmingham,
Alabama
|
-$2.94M |
| 2 |
Mariner
Overland Park,
Kansas
|
-$1.42M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$857K |
| 4 |
RHP
Royal Harbor Partners
Houston,
Texas
|
-$423K |
| 5 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
-$323K |
BSMQ Hedge Fund Activity: Q3 2024 in Review
110 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) for Q3 2024, worth a combined $139M — up 9.1% from $128M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new BSMQ positions and 7 closed out — a net gain of 10 holders — while 58 added to existing stakes and 14 trimmed.
The largest buyer was CreativeOne Wealth, opening a new position worth an estimated $1.89M. The largest seller was OneAscent Financial Services, exiting entirely with an estimated $2.94M sold.
- 110 institutional investors held Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) as of Q3 2024, up from 105 in Q2 2024.
- Funds reported $139M of Invesco BulletShares 2026 Municipal Bond ETF stock for Q3 2024, up 9.1% quarter-over-quarter.
- 17 funds opened new Invesco BulletShares 2026 Municipal Bond ETF positions in Q3 2024 and 7 closed out, a net change of +10 holders.
- The largest Invesco BulletShares 2026 Municipal Bond ETF buyer in Q3 2024 was CreativeOne Wealth, an estimated $1.89M added.
- The largest Invesco BulletShares 2026 Municipal Bond ETF seller in Q3 2024 was OneAscent Financial Services, an estimated $2.94M sold.
Based on aggregated 13F filings for Q3 2024.