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Invesco BulletShares 2026 Municipal Bond ETF
BSMQ

145 hedge funds and large institutions have $220M invested in Invesco BulletShares 2026 Municipal Bond ETF in 2026 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 59 increasing their positions, 41 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 41

1.96% more ownership

Funds ownership: 71.3% → 73.26% (+2%)

2% more capital invested

Capital invested by funds: $216M → $220M (+$3.93M)

6% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 17

2% less funds holding

Funds holding: 148 → 145 (-3)

Holders
145
Holders Change
-3
Holders Change %
-2.03%
% of All Funds
1.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
59
Reduced
41
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$4.11M
2
OFS
OneAscent Financial Services
Alabama
+$3.68M
3
Raymond James Financial
Raymond James Financial
Florida
+$2.99M
4
Bank of America
Bank of America
North Carolina
+$2.76M
5
TJHA
Thomas J. Herzfeld Advisors
Florida
+$2.32M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
-$4.61M
2
CIM
Confluence Investment Management
Missouri
-$3.87M
3
CCW
Coastline Complete Wealth
South Carolina
-$3.7M
4
Goldman Sachs
Goldman Sachs
New York
-$3.27M
5
Jane Street
Jane Street
New York
-$1.88M
Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
126
Diversify Wealth Management
Utah
$221K +$221K +9,360 New
NFG
127
Nations Financial Group
Iowa
$220K +$237 +10 +0.1%
FF
128
Foronjy Financial
California
$216K -$53.7K -2,271 -20%
WWMP
129
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$216K -$129K -5,448 -37%
Wealth Enhancement Advisory Services
130
Wealth Enhancement Advisory Services
Minnesota
$212K -$126K -5,324 -37%
VVP
131
Venture Visionary Partners
Ohio
$210K – – –
PTC
132
Private Trust Company
Ohio
$171K – – –
KOCAA
133
Knights of Columbus Asset Advisors
Connecticut
$167K – – –
DCM
134
Davis Capital Management
Florida
$147K -$49.7K -2,100 -25%
LFG
135
Larson Financial Group
Missouri
$126K – – –
IA
136
IFP Advisors
Florida
$117K +$57.9K +2,447 +98%
GWM
137
Geneos Wealth Management
Colorado
$84.5K – – –
NL
138
NorthAvenue LLC
Ohio
$74.3K – – –
AWM
139
AE Wealth Management
Kansas
$47.3K – – –
CF
140
Collier Financial
Colorado
$45.5K -$14.6K -619 -24%
IWS
141
Intentional Wealth Strategies
Colorado
$24.4K +$24.5K +1,034 New
GSEP
142
Golden State Equity Partners
California
$20.1K +$20.1K +850 New
AF
143
Advisornet Financial
Minnesota
$14.3K – – –
Carson Wealth (CWM LLC)
144
Carson Wealth (CWM LLC)
Nebraska
$13.1K -$544 -23 -4%
TC
145
Trust Company
Kansas
$9.45K +$24 +1 +0.3%
MCM
146
MAI Capital Management
Ohio
$7.95K -$25K -1,058 -76%
Bank of New York Mellon
147
Bank of New York Mellon
New York
– -$4.61M -194,983 Closed
CIM
148
Confluence Investment Management
Missouri
– -$3.87M -163,801 Closed
CCW
149
Coastline Complete Wealth
South Carolina
– -$3.7M -156,640 Closed
Goldman Sachs
150
Goldman Sachs
New York
– -$3.27M -138,228 Closed
3 4 5
6
7

BSMQ Hedge Fund Activity: Q1 2026 in Review

145 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) for Q1 2026, worth a combined $220M — up 1.8% from $216M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of BSMQ and 16 opened new positions — a net loss of 1 holder — while 41 trimmed existing stakes and 59 added.

The largest buyer was UBS Group, adding an estimated $4.11M. The largest seller was Bank of New York Mellon, exiting entirely with an estimated $4.61M sold.

  • 145 institutional investors held Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) as of Q1 2026, down from 148 in Q4 2025.
  • Funds reported $220M of Invesco BulletShares 2026 Municipal Bond ETF stock for Q1 2026, up 1.8% quarter-over-quarter.
  • 16 funds opened new Invesco BulletShares 2026 Municipal Bond ETF positions in Q1 2026 and 17 closed out, a net change of -1 holder.
  • The largest Invesco BulletShares 2026 Municipal Bond ETF buyer in Q1 2026 was UBS Group, an estimated $4.11M added.
  • The largest Invesco BulletShares 2026 Municipal Bond ETF seller in Q1 2026 was Bank of New York Mellon, an estimated $4.61M sold.

Based on aggregated 13F filings for Q1 2026.