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Invesco BulletShares 2026 Municipal Bond ETF
BSMQ

Overview Fund Activity

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.

Holders
125
Holders Change
+15
Holders Change %
+13.64%
% of All Funds
1.66%
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

1
OFS
1
OneAscent Financial Services
Alabama
$3M
2
Wells Fargo
2
Wells Fargo
California
$14.1M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$4.7M
4
Morgan Stanley
4
Morgan Stanley
New York
$8.9M
5
IWC
5
Integrated Wealth Concepts
Massachusetts
$2.13M

Top Sellers

1
FTUS
1
Flow Traders U.S.
New York
$0
2
Jane Street
2
Jane Street
New York
$316K
3
FWM
3
Fortress Wealth Management
California
$0
4
KAS
4
Kestra Advisory Services
Texas
$0
5
HNB
5
Huntington National Bank
Ohio
$492K
Name Market Value Shares Shares
Change 		Shares
Change %
KBFS
101
Kohmann Bosshard Financial Services
Ohio
$243K 10,302 – –
SPC
102
Sigma Planning Corp
Michigan
$241K 10,211 +10,211 New
KOC
103
Koss-Olinger Consulting
Florida
$240K 10,186 +10,186 New
Cetera Investment Advisers
104
Cetera Investment Advisers
Illinois
$236K 10,021 +10,021 New
S
105
SignatureFD
Georgia
$214K 9,067 +2,316 +34%
DAS
106
Diversify Advisory Services
Utah
$213K 9,021 +9,021 New
CSP
107
Cary Street Partners
Virginia
$211K 8,950 +8,950 New
LA
108
Latitude Advisors
Florida
$210K 8,896 -306 -3%
FF
109
Francis Financial
$204K 8,635 +8,635 New
Jones Financial Companies
110
Jones Financial Companies
Missouri
$203K 8,632 +2,629 +44%
WWA
111
Wingate Wealth Advisors
Massachusetts
$201K 8,514 +8,514 New
FFG
112
Foundry Financial Group
New Hampshire
$200K 8,500 – –
CBT
113
Crews Bank & Trust
Florida
$200K 8,475 +8,475 New
OSNBOA
114
Old Second National Bank of Aurora
Illinois
$186K 7,877 – –
KOCAA
115
Knights of Columbus Asset Advisors
Connecticut
$166K 7,050 – –
RSA
116
River Street Advisors
Illinois
$154K 6,527 – –
PS
117
Principal Securities
Iowa
$93.5K 3,965 +3,685 +1,316%
Comerica Bank
118
Comerica Bank
Texas
$91.9K 3,898 – –
HI
119
Harbour Investments
Wisconsin
$51.1K 2,167 +15 +0.7%
IA
120
IFP Advisors
Florida
$42.4K 1,797 +13 +0.7%
MCM
121
MAI Capital Management
Ohio
$32K 1,356 +1,356 New
CAL
122
Capital Analysts LLC
Pennsylvania
$31K 1,317 – –
AF
123
Advisornet Financial
Minnesota
$22.6K 957 – –
CFD
124
Creative Financial Designs
Indiana
$20.4K 865 +6 +0.7%
OP
125
ORG Partners
Indiana
$20K 850 – –
2 3 4
5
6