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Invesco BulletShares 2026 Municipal Bond ETF
BSMQ

13 hedge funds and large institutions have $7.19M invested in Invesco BulletShares 2026 Municipal Bond ETF in 2020 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 0 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more capital invested

Capital invested by funds: $5.12M → $7.19M (+$2.07M)

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

8% more funds holding

Funds holding: 12 → 13 (+1)

3.55% more ownership

Funds ownership: 50.79% → 54.35% (+3.6%)

Holders
13
Holders Change
+1
Holders Change %
+8.33%
% of All Funds
0.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
4
Reduced
–
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BFA
Beaumont Financial Advisors
Massachusetts
+$4.78M
2
Bank of America
Bank of America
North Carolina
+$298K
3
LPL Financial
LPL Financial
California
+$202K
4
Osaic Holdings
Osaic Holdings
Arizona
+$99K
5
ADL
Asset Dedication LLC
California
+$91.2K

Top Sellers

1
Jane Street
Jane Street
New York
-$1.32M
2
Goldman Sachs
Goldman Sachs
New York
-$1.01M
3
JP Morgan Chase
JP Morgan Chase
New York
-$1.01M
4
FTUS
Flow Traders U.S.
New York
-$415K
Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
1
Beaumont Financial Advisors
Massachusetts
$4.77M +$4.78M +187,127 New
RHP
2
Royal Harbor Partners
Texas
$600K – – –
Bank of America
3
Bank of America
North Carolina
$412K +$298K +11,649 +258%
FA
4
FMA Advisory
Pennsylvania
$359K +$26.1K +1,021 +8%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$255K – – –
Thrivent Financial for Lutherans
6
Thrivent Financial for Lutherans
Minnesota
$255K – – –
LPL Financial
7
LPL Financial
California
$202K +$202K +7,905 New
Osaic Holdings
8
Osaic Holdings
Arizona
$147K +$99K +3,875 +207%
ADL
9
Asset Dedication LLC
California
$91K +$91.2K +3,572 New
UBS Group
10
UBS Group
Switzerland
$39K +$34.1K +1,334 +667%
Wells Fargo
11
Wells Fargo
California
$18K +$17.9K +700 New
AF
12
Advisornet Financial
Minnesota
$15K – – –
BC
13
Barnett & Company
Tennessee
$15K – – –
Morgan Stanley
14
Morgan Stanley
New York
$5K +$5.11K +200 New
Jane Street
15
Jane Street
New York
– -$1.32M -52,343 Closed
Goldman Sachs
16
Goldman Sachs
New York
– -$1.01M -40,000 Closed
JP Morgan Chase
17
JP Morgan Chase
New York
– -$1.01M -40,000 Closed
FTUS
18
Flow Traders U.S.
New York
– -$415K -16,472 Closed

BSMQ Hedge Fund Activity: Q3 2020 in Review

13 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) for Q3 2020, worth a combined $7.19M — up 40% from $5.12M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new BSMQ positions and 4 closed out — a net gain of 1 holder — while 4 added to existing stakes and 0 trimmed.

The largest buyer was Beaumont Financial Advisors, opening a new position worth an estimated $4.78M. The largest seller was Jane Street, exiting entirely with an estimated $1.32M sold.

  • 13 institutional investors held Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) as of Q3 2020, up from 12 in Q2 2020.
  • Funds reported $7.19M of Invesco BulletShares 2026 Municipal Bond ETF stock for Q3 2020, up 40% quarter-over-quarter.
  • 5 funds opened new Invesco BulletShares 2026 Municipal Bond ETF positions in Q3 2020 and 4 closed out, a net change of +1 holder.
  • The largest Invesco BulletShares 2026 Municipal Bond ETF buyer in Q3 2020 was Beaumont Financial Advisors, an estimated $4.78M added.
  • The largest Invesco BulletShares 2026 Municipal Bond ETF seller in Q3 2020 was Jane Street, an estimated $1.32M sold.

Based on aggregated 13F filings for Q3 2020.