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Invesco BulletShares 2026 Municipal Bond ETF
BSMQ

24 hedge funds and large institutions have $14.2M invested in Invesco BulletShares 2026 Municipal Bond ETF in 2020 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 7 increasing their positions, 2 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 2

98% more capital invested

Capital invested by funds: $7.19M → $14.2M (+$7.02M)

85% more funds holding

Funds holding: 13 → 24 (+11)

13.02% more ownership

Funds ownership: 54.35% → 67.37% (+13%)

Holders
24
Holders Change
+11
Holders Change %
+84.62%
% of All Funds
0.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
7
Reduced
2
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BFA
Beaumont Financial Advisors
Massachusetts
+$2.45M
2
Jane Street
Jane Street
New York
+$1.84M
3
TF
TLWM Financial
Texas
+$648K
4
Citadel Advisors
Citadel Advisors
Florida
+$529K
5
KFI
Key Financial Inc
Pennsylvania
+$162K

Top Sellers

1
FA
FMA Advisory
Pennsylvania
-$25.2K
2
Osaic Holdings
Osaic Holdings
Arizona
-$769
Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
1
Beaumont Financial Advisors
Massachusetts
$7.32M +$2.45M +95,623 +51%
Jane Street
2
Jane Street
New York
$1.86M +$1.84M +71,968 New
TF
3
TLWM Financial
Texas
$655K +$648K +25,297 New
RHP
4
Royal Harbor Partners
Texas
$609K – – –
Citadel Advisors
5
Citadel Advisors
Florida
$535K +$529K +20,653 New
FNB
6
Farmers National Bank
Kentucky
$533K +$528K +20,614 New
Bank of America
7
Bank of America
North Carolina
$490K +$70.7K +2,758 +17%
FA
8
FMA Advisory
Pennsylvania
$339K -$25.2K -983 -7%
LPL Financial
9
LPL Financial
California
$277K +$71.4K +2,785 +35%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$259K – – –
Thrivent Financial for Lutherans
11
Thrivent Financial for Lutherans
Minnesota
$259K – – –
ICG
12
InterOcean Capital Group
Tennessee
$218K +$216K +8,428 New
KFI
13
Key Financial Inc
Pennsylvania
$164K +$162K +6,333 New
Osaic Holdings
14
Osaic Holdings
Arizona
$148K -$769 -30 -0.5%
CAPTRUST Financial Advisors
15
CAPTRUST Financial Advisors
North Carolina
$143K +$141K +5,507 New
ADL
16
Asset Dedication LLC
California
$115K +$20.1K +784 +22%
UBS Group
17
UBS Group
Switzerland
$85K +$44.8K +1,750 +114%
Morgan Stanley
18
Morgan Stanley
New York
$59K +$53.1K +2,072 +1,036%
Wells Fargo
19
Wells Fargo
California
$30K +$11.8K +460 +66%
CCC
20
Crescent Capital Consulting
Louisiana
$26K +$25.6K +1,000 New
GWM
21
Geneos Wealth Management
Colorado
$23K +$23.6K +920 New
TWM
22
Tradition Wealth Management
Minnesota
$17K +$16.7K +653 New
AF
23
Advisornet Financial
Minnesota
$16K – – –
BC
24
Barnett & Company
Tennessee
$15K – – –
OIM
25
Oder Investment Management
California
$15K +$15.1K +588 New

BSMQ Hedge Fund Activity: Q4 2020 in Review

24 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) for Q4 2020, worth a combined $14.2M — up 98% from $7.19M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new BSMQ positions and 0 closed out — a net gain of 11 holders — while 7 added to existing stakes and 2 trimmed.

The largest buyer was Beaumont Financial Advisors, adding an estimated $2.45M. The largest seller was FMA Advisory, cutting an estimated $25.2K.

  • 24 institutional investors held Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) as of Q4 2020, up from 13 in Q3 2020.
  • Funds reported $14.2M of Invesco BulletShares 2026 Municipal Bond ETF stock for Q4 2020, up 98% quarter-over-quarter.
  • 11 funds opened new Invesco BulletShares 2026 Municipal Bond ETF positions in Q4 2020 and 0 closed out, a net change of +11 holders.
  • The largest Invesco BulletShares 2026 Municipal Bond ETF buyer in Q4 2020 was Beaumont Financial Advisors, an estimated $2.45M added.
  • The largest Invesco BulletShares 2026 Municipal Bond ETF seller in Q4 2020 was FMA Advisory, an estimated $25.2K sold.

Based on aggregated 13F filings for Q4 2020.