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Invesco BulletShares 2026 Municipal Bond ETF
BSMQ

125 hedge funds and large institutions have $156M invested in Invesco BulletShares 2026 Municipal Bond ETF in 2024 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 56 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

257% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 7

180% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 20

14% more funds holding

Funds holding: 110 → 125 (+15)

12% more capital invested

Capital invested by funds: $139M → $156M (+$17M)

3.81% more ownership

Funds ownership: 63.56% → 67.37% (+3.8%)

Holders
125
Holders Change
+15
Holders Change %
+13.64%
% of All Funds
1.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
56
Reduced
20
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
OFS
OneAscent Financial Services
Alabama
+$3.01M
2
Wells Fargo
Wells Fargo
California
+$1.19M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$999K
4
Morgan Stanley
Morgan Stanley
New York
+$865K
5
IWC
Integrated Wealth Concepts
Massachusetts
+$814K

Top Sellers

Rank Fund Capital Flow
1
FTUS
Flow Traders U.S.
New York
-$933K
2
Jane Street
Jane Street
New York
-$892K
3
FWM
Fortress Wealth Management
California
-$647K
4
KAS
Kestra Advisory Services
Texas
-$511K
5
RCA
Resonant Capital Advisors
Wisconsin
-$350K
Name Holding Trade Value Shares
Change 		Change in
Stake
KBFS
101
Kohmann Bosshard Financial Services
Ohio
$243K – – –
SPC
102
Sigma Planning Corp
Michigan
$241K +$241K +10,211 New
KOC
103
Koss-Olinger Consulting
Florida
$240K +$241K +10,186 New
Cetera Investment Advisers
104
Cetera Investment Advisers
Illinois
$236K +$237K +10,021 New
S
105
SignatureFD
Georgia
$214K +$54.7K +2,316 +34%
DAS
106
Diversify Advisory Services
Utah
$213K +$213K +9,021 New
CSP
107
Cary Street Partners
Virginia
$211K +$211K +8,950 New
LA
108
Latitude Advisors
Florida
$210K -$7.23K -306 -3%
FF
109
Francis Financial
$204K +$204K +8,635 New
Jones Financial Companies
110
Jones Financial Companies
Missouri
$203K +$62.1K +2,629 +44%
WWA
111
Wingate Wealth Advisors
Massachusetts
$201K +$201K +8,514 New
FFG
112
Foundry Financial Group
New Hampshire
$200K – – –
CBT
113
Crews Bank & Trust
Florida
$200K +$200K +8,475 New
OSNBOA
114
Old Second National Bank of Aurora
Illinois
$186K – – –
KOCAA
115
Knights of Columbus Asset Advisors
Connecticut
$166K – – –
RSA
116
River Street Advisors
Illinois
$154K – – –
PS
117
Principal Securities
Iowa
$93.5K +$87.1K +3,685 +1,316%
Comerica Bank
118
Comerica Bank
Texas
$91.9K – – –
HI
119
Harbour Investments
Wisconsin
$51.1K +$354 +15 +0.7%
IA
120
IFP Advisors
Florida
$42.4K +$307 +13 +0.7%
MCM
121
MAI Capital Management
Ohio
$32K +$32K +1,356 New
CAL
122
Capital Analysts LLC
Pennsylvania
$31K – – –
AF
123
Advisornet Financial
Minnesota
$22.6K – – –
CFD
124
Creative Financial Designs
Indiana
$20.4K +$142 +6 +0.7%
OP
125
ORG Partners
Indiana
$20K – – –
2 3 4
5
6

BSMQ Hedge Fund Activity: Q4 2024 in Review

125 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) for Q4 2024, worth a combined $156M — up 12% from $139M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new BSMQ positions and 7 closed out — a net gain of 18 holders — while 56 added to existing stakes and 20 trimmed.

The largest buyer was OneAscent Financial Services, opening a new position worth an estimated $3.01M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $933K sold.

  • 125 institutional investors held Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) as of Q4 2024, up from 110 in Q3 2024.
  • Funds reported $156M of Invesco BulletShares 2026 Municipal Bond ETF stock for Q4 2024, up 12% quarter-over-quarter.
  • 25 funds opened new Invesco BulletShares 2026 Municipal Bond ETF positions in Q4 2024 and 7 closed out, a net change of +18 holders.
  • The largest Invesco BulletShares 2026 Municipal Bond ETF buyer in Q4 2024 was OneAscent Financial Services, an estimated $3.01M added.
  • The largest Invesco BulletShares 2026 Municipal Bond ETF seller in Q4 2024 was Flow Traders U.S., an estimated $933K sold.

Based on aggregated 13F filings for Q4 2024.