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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OFS
OneAscent Financial Services
Birmingham,
Alabama
|
+$3.01M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$1.19M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$999K |
| 4 |
Morgan Stanley
New York
|
+$865K |
| 5 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$814K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
-$933K |
| 2 |
Jane Street
New York
|
-$892K |
| 3 |
FWM
Fortress Wealth Management
Culver City,
California
|
-$647K |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$511K |
| 5 |
RCA
Resonant Capital Advisors
Madison,
Wisconsin
|
-$350K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GWM
126
Geneos Wealth Management
Englewood,
Colorado
| $8.84K | – | – | – |
|
|
FTUS
127
Flow Traders U.S.
New York
| – | -$933K | -39,292 | Closed |
|
|
FWM
128
Fortress Wealth Management
Culver City,
California
| – | -$647K | -27,235 | Closed |
|
|
KAS
129
Kestra Advisory Services
Austin,
Texas
| – | -$511K | -21,538 | Closed |
|
|
TFA
130
TPG Financial Advisors
Portland,
Oregon
| – | -$320K | -13,482 | Closed |
|
|
HIP
131
HUB Investment Partners
Austin,
Texas
| – | -$277K | -11,652 | Closed |
|
|
HSWS
132
Higgins & Schmidt Wealth Strategies
Denver,
Colorado
| – | -$214K | -8,996 | Closed |
|
133
Fidelity Investments
Boston,
Massachusetts
| – | -$24 | -1 | Closed |
|
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.