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Invesco BulletShares 2026 Municipal Bond ETF
BSMQ

138 hedge funds and large institutions have $188M invested in Invesco BulletShares 2026 Municipal Bond ETF in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 68 increasing their positions, 27 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

325% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 4

152% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 27

20% more capital invested

Capital invested by funds: $156M → $188M (+$31.7M)

10% more funds holding

Funds holding: 125 → 138 (+13)

2.21% more ownership

Funds ownership: 67.37% → 69.58% (+2.2%)

Holders
138
Holders Change
+13
Holders Change %
+10.4%
% of All Funds
1.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
68
Reduced
27
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of New York Mellon
Bank of New York Mellon
New York
+$4.92M
2
CVA
Central Valley Advisors
California
+$4.38M
3
Morgan Stanley
Morgan Stanley
New York
+$3.09M
4
Jane Street
Jane Street
New York
+$2.4M
5
Osaic Holdings
Osaic Holdings
Arizona
+$1.56M

Top Sellers

Rank Fund Capital Flow
1
CIM
Confluence Investment Management
Missouri
-$2.4M
2
CW
CreativeOne Wealth
Kansas
-$1.89M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$435K
4
SC
Savant Capital
Illinois
-$321K
5
ASN
Advisory Services Network
Georgia
-$307K
Name Holding Trade Value Shares
Change 		Change in
Stake
VVP
101
Venture Visionary Partners
Ohio
$268K -$48.6K -2,055 -15%
MWA
102
Midland Wealth Advisors
Illinois
$266K – – –
CF
103
Collier Financial
Colorado
$264K -$63.4K -2,681 -19%
SPC
104
Sigma Planning Corp
Michigan
$263K +$22.4K +946 +9%
FTUS
105
Flow Traders U.S.
New York
$257K +$257K +10,882 New
KOC
106
Koss-Olinger Consulting
Florida
$255K +$14.5K +612 +6%
Carson Wealth (CWM LLC)
107
Carson Wealth (CWM LLC)
Nebraska
$253K -$28.1K -1,189 -10%
KBFS
108
Kohmann Bosshard Financial Services
Ohio
$243K – – –
NPAN
109
Northeast Planning Associates NH
New Hampshire
$231K +$232K +9,801 New
JCM
110
Jacobi Capital Management
Pennsylvania
$231K -$31.5K -1,332 -12%
AWM
111
Avior Wealth Management
Nebraska
$227K -$20.7K -875 -8%
Jones Financial Companies
112
Jones Financial Companies
Missouri
$223K +$19.7K +831 +10%
BCM
113
Brookstone Capital Management
Illinois
$222K +$222K +9,387 New
DAS
114
Diversify Advisory Services
Utah
$213K +$1.94K +82 +0.9%
CSP
115
Cary Street Partners
Virginia
$211K – – –
LA
116
Latitude Advisors
Florida
$211K +$828 +35 +0.4%
GS
117
GWN Securities
Florida
$211K +$211K +8,931 New
FF
118
Francis Financial
$204K – – –
FFG
119
Foundry Financial Group
New Hampshire
$201K – – –
MW
120
Members Wealth
Pennsylvania
$200K +$201K +8,485 New
CBT
121
Crews Bank & Trust
Florida
$200K – – –
PFG
122
Pinnacle Financial Group
Illinois
$200K +$200K +8,475 New
OSNBOA
123
Old Second National Bank of Aurora
Illinois
$186K – – –
KOCAA
124
Knights of Columbus Asset Advisors
Connecticut
$166K – – –
LFG
125
Larson Financial Group
Missouri
$126K +$126K +5,337 New
2 3 4
5
6

BSMQ Hedge Fund Activity: Q1 2025 in Review

138 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) for Q1 2025, worth a combined $188M — up 20% from $156M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new BSMQ positions and 4 closed out — a net gain of 13 holders — while 68 added to existing stakes and 27 trimmed.

The largest buyer was Bank of New York Mellon, opening a new position worth an estimated $4.92M. The largest seller was Confluence Investment Management, cutting an estimated $2.4M.

  • 138 institutional investors held Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) as of Q1 2025, up from 125 in Q4 2024.
  • Funds reported $188M of Invesco BulletShares 2026 Municipal Bond ETF stock for Q1 2025, up 20% quarter-over-quarter.
  • 17 funds opened new Invesco BulletShares 2026 Municipal Bond ETF positions in Q1 2025 and 4 closed out, a net change of +13 holders.
  • The largest Invesco BulletShares 2026 Municipal Bond ETF buyer in Q1 2025 was Bank of New York Mellon, an estimated $4.92M added.
  • The largest Invesco BulletShares 2026 Municipal Bond ETF seller in Q1 2025 was Confluence Investment Management, an estimated $2.4M sold.

Based on aggregated 13F filings for Q1 2025.