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Invesco BulletShares 2026 Municipal Bond ETF
BSMQ

40 hedge funds and large institutions have $27.8M invested in Invesco BulletShares 2026 Municipal Bond ETF in 2022 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 11 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

750% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 2

106% more capital invested

Capital invested by funds: $13.5M → $27.8M (+$14.3M)

60% more funds holding

Funds holding: 25 → 40 (+15)

57% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 7

23.01% more ownership

Funds ownership: 50.43% → 73.44% (+23%)

Holders
40
Holders Change
+15
Holders Change %
+60%
% of All Funds
0.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
11
Reduced
7
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$3.81M
2
Wells Fargo
Wells Fargo
California
+$3.72M
3
NA
NewEdge Advisors
Louisiana
+$2.31M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$1.05M
5
RCA
Resonant Capital Advisors
Wisconsin
+$889K

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$565K
2
Morgan Stanley
Morgan Stanley
New York
-$516K
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$244K
4
BFA
Beaumont Financial Advisors
Massachusetts
-$154K
5
CIC
Carnegie Investment Counsel
Ohio
-$107K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
1
Wells Fargo
California
$3.86M +$3.72M +156,938 +2,500%
Jane Street
2
Jane Street
New York
$3.79M +$3.81M +160,435 New
LPL Financial
3
LPL Financial
California
$2.4M +$251K +10,576 +12%
NA
4
NewEdge Advisors
Louisiana
$2.3M +$2.31M +97,214 New
BFA
5
Beaumont Financial Advisors
Massachusetts
$1.75M -$154K -6,507 -8%
ADL
6
Asset Dedication LLC
California
$1.48M +$369K +15,558 +33%
FNB
7
Farmers National Bank
Kentucky
$1.06M +$86.4K +3,641 +9%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$1.04M +$1.05M +44,208 New
RCA
9
Resonant Capital Advisors
Wisconsin
$886K +$889K +37,467 New
CA
10
CGN Advisors
Kansas
$830K +$833K +35,124 New
Morgan Stanley
11
Morgan Stanley
New York
$796K -$516K -21,754 -39%
Osaic Holdings
12
Osaic Holdings
Arizona
$754K +$85.1K +3,589 +13%
SI
13
Stephens Inc
Arkansas
$590K +$116K +4,900 +24%
RHP
14
Royal Harbor Partners
Texas
$556K – – –
TF
15
TLWM Financial
Texas
$477K – – –
CA
16
Claro Advisors
Massachusetts
$437K +$439K +18,500 New
EH
17
Equitable Holdings
New York
$394K +$395K +16,647 New
Bank of America
18
Bank of America
North Carolina
$338K -$565K -23,836 -63%
CIC
19
Carnegie Investment Counsel
Ohio
$317K -$107K -4,525 -25%
HighTower Advisors
20
HighTower Advisors
Illinois
$314K +$522 +22 +0.2%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$304K +$305K +12,859 New
CPC
22
Cookson Peirce & Co
Pennsylvania
$303K -$30.1K -1,269 -9%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$298K +$101K +4,265 +51%
CAPTRUST Financial Advisors
24
CAPTRUST Financial Advisors
North Carolina
$279K +$33.3K +1,405 +14%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$277K +$278K +11,700 New
1
2

BSMQ Hedge Fund Activity: Q2 2022 in Review

40 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) for Q2 2022, worth a combined $27.8M — up 106% from $13.5M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new BSMQ positions and 2 closed out — a net gain of 15 holders — while 11 added to existing stakes and 7 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $3.81M. The largest seller was Bank of America, cutting an estimated $565K.

  • 40 institutional investors held Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) as of Q2 2022, up from 25 in Q1 2022.
  • Funds reported $27.8M of Invesco BulletShares 2026 Municipal Bond ETF stock for Q2 2022, up 106% quarter-over-quarter.
  • 17 funds opened new Invesco BulletShares 2026 Municipal Bond ETF positions in Q2 2022 and 2 closed out, a net change of +15 holders.
  • The largest Invesco BulletShares 2026 Municipal Bond ETF buyer in Q2 2022 was Jane Street, an estimated $3.81M added.
  • The largest Invesco BulletShares 2026 Municipal Bond ETF seller in Q2 2022 was Bank of America, an estimated $565K sold.

Based on aggregated 13F filings for Q2 2022.