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Invesco BulletShares 2026 Municipal Bond ETF
BSMQ

Overview Fund Activity

136 hedge funds and large institutions have $185M invested in Invesco BulletShares 2026 Municipal Bond ETF in 2025 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 67 increasing their positions, 27 reducing their positions, and 4 closing their positions.

Holders
136
Holders Change
+11
Holders Change %
+8.8%
% of All Funds
1.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
67
Reduced
27
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$4.91M
2
CVA
2
Central Valley Advisors
California
$4.37M
3
VA
3
VestGen Advisors
Illinois
$3.49M
4
Morgan Stanley
4
Morgan Stanley
New York
$12M
5
Jane Street
5
Jane Street
New York
$2.71M

Top Sellers

1
CIM
1
Confluence Investment Management
Missouri
$2.7M
2
CW
2
CreativeOne Wealth
Kansas
$0
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$322K
4
SC
4
Savant Capital
Illinois
$723K
5
ASN
5
Advisory Services Network
Georgia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MWA
101
Midland Wealth Advisors
Illinois
$266K 11,273 – –
CF
102
Collier Financial
Colorado
$264K 11,195 -2,681 -19%
SPC
103
Sigma Planning Corp
Michigan
$263K 11,157 +946 +9%
FTUS
104
Flow Traders U.S.
New York
$257K 10,882 +10,882 New
KOC
105
Koss-Olinger Consulting
Florida
$255K 10,798 +612 +6%
Carson Wealth (CWM LLC)
106
Carson Wealth (CWM LLC)
Nebraska
$253K 10,724 -1,189 -10%
KBFS
107
Kohmann Bosshard Financial Services
Ohio
$243K 10,302 – –
NPAN
108
Northeast Planning Associates NH
New Hampshire
$231K 9,801 +9,801 New
JCM
109
Jacobi Capital Management
Pennsylvania
$231K 9,776 -1,332 -12%
AWM
110
Avior Wealth Management
Nebraska
$227K 9,613 -875 -8%
Jones Financial Companies
111
Jones Financial Companies
Missouri
$223K 9,463 +831 +10%
BCM
112
Brookstone Capital Management
Illinois
$222K 9,387 +9,387 New
DAS
113
Diversify Advisory Services
Utah
$213K 9,103 +82 +0.9%
CSP
114
Cary Street Partners
Virginia
$211K 8,950 – –
LA
115
Latitude Advisors
Florida
$211K 8,931 +35 +0.4%
GS
116
GWN Securities
Florida
$211K 8,931 +8,931 New
FF
117
Francis Financial
$204K 8,635 – –
FFG
118
Foundry Financial Group
New Hampshire
$201K 8,500 – –
MW
119
Members Wealth
Pennsylvania
$200K 8,485 +8,485 New
CBT
120
Crews Bank & Trust
Florida
$200K 8,475 – –
PFG
121
Pinnacle Financial Group
Illinois
$200K 8,475 +8,475 New
OSNBOA
122
Old Second National Bank of Aurora
Illinois
$186K 7,877 – –
KOCAA
123
Knights of Columbus Asset Advisors
Connecticut
$166K 7,050 – –
LFG
124
Larson Financial Group
Missouri
$126K 5,337 +5,337 New
PS
125
Principal Securities
Iowa
$93.5K 3,965 – –
2 3 4
5
6