Invesco BulletShares 2026 Municipal Bond ETF
BSMQ
9 hedge funds and large institutions have $4.16M invested in Invesco BulletShares 2026 Municipal Bond ETF in 2019 Q4 according to their latest regulatory filings, with 5 funds opening new positions, increasing their positions, 2 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
80% more funds holding
Funds holding: 5 → 9 (+4)
8.3% less ownership
Funds ownership: 49.92% → 41.61% (-8.3%)
17% less capital invested
Capital invested by funds: $5M → $4.16M (-$837K)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 2
Top Buyers
| 1 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
+$549K |
| 2 |
FTUS
Flow Traders U.S.
New York
|
+$269K |
| 3 |
FA
FMA Advisory
Harrisburg,
Pennsylvania
|
+$250K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$5.84K |
Top Sellers
| 1 |
Jane Street
New York
|
-$993K |
| 2 |
Citigroup
New York
|
-$760K |
| 3 |
Bank of New York Mellon
New York
|
-$417K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Goldman Sachs
New York
| $1M | – | – | – |
|
2
JP Morgan Chase
New York
| $1M | – | – | – |
|
|
3
Bank of New York Mellon
New York
| $583K | -$417K | -16,687 | -42% |
|
|
WAP
4
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| $550K | +$549K | +22,000 | New |
|
|
FTUS
5
Flow Traders U.S.
New York
| $270K | +$269K | +10,795 | New |
|
|
RHP
6
Royal Harbor Partners
Houston,
Texas
| $263K | +$263K | +10,537 | New |
|
|
FA
7
FMA Advisory
Harrisburg,
Pennsylvania
| $250K | +$250K | +10,009 | New |
|
|
8
Citigroup
New York
| $239K | -$760K | -30,436 | -76% |
|
|
9
UBS Group
Zurich,
Switzerland
| $6K | +$5.84K | +234 | New |
|
|
10
Jane Street
New York
| – | -$993K | -39,665 | Closed |
|
BSMQ Hedge Fund Activity: Q4 2019 in Review
9 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) for Q4 2019, worth a combined $4.16M — down 17% from $5M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new BSMQ positions and 1 closed out — a net gain of 4 holders — while 0 added to existing stakes and 2 trimmed.
The largest buyer was Wealthcare Advisory Partners, opening a new position worth an estimated $549K. The largest seller was Jane Street, exiting entirely with an estimated $993K sold.
- 9 institutional investors held Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) as of Q4 2019, up from 5 in Q3 2019.
- Funds reported $4.16M of Invesco BulletShares 2026 Municipal Bond ETF stock for Q4 2019, down 17% quarter-over-quarter.
- 5 funds opened new Invesco BulletShares 2026 Municipal Bond ETF positions in Q4 2019 and 1 closed out, a net change of +4 holders.
- The largest Invesco BulletShares 2026 Municipal Bond ETF buyer in Q4 2019 was Wealthcare Advisory Partners, an estimated $549K added.
- The largest Invesco BulletShares 2026 Municipal Bond ETF seller in Q4 2019 was Jane Street, an estimated $993K sold.
Based on aggregated 13F filings for Q4 2019.