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Invesco BulletShares 2026 Municipal Bond ETF
BSMQ

59 hedge funds and large institutions have $59.2M invested in Invesco BulletShares 2026 Municipal Bond ETF in 2022 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 27 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 4

350% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 6

118% more capital invested

Capital invested by funds: $27.2M → $59.2M (+$32M)

31% more funds holding

Funds holding: 45 → 59 (+14)

10.53% more ownership

Funds ownership: 62.65% → 73.18% (+11%)

Holders
59
Holders Change
+14
Holders Change %
+31.11%
% of All Funds
0.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
27
Reduced
6
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$8.3M
2
CIM
Confluence Investment Management
Missouri
+$5.65M
3
Wells Fargo
Wells Fargo
California
+$3.57M
4
LPL Financial
LPL Financial
California
+$2.78M
5
PI
PFS Investments
Georgia
+$1.6M

Top Sellers

1
NAM
NorthCrest Asset Manangement
Minnesota
-$235K
2
FIM
Freedom Investment Management
Connecticut
-$225K
3
WB
Webster Bank
Connecticut
-$106K
4
RHP
Royal Harbor Partners
Texas
-$87.9K
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$72.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$9.42M +$8.3M +357,311 +825%
Wells Fargo
2
Wells Fargo
California
$7.57M +$3.57M +153,509 +91%
LPL Financial
3
LPL Financial
California
$5.75M +$2.78M +119,673 +96%
CIM
4
Confluence Investment Management
Missouri
$5.72M +$5.65M +243,141 New
RCA
5
Resonant Capital Advisors
Wisconsin
$2.01M +$753K +32,382 +61%
Jane Street
6
Jane Street
New York
$1.98M +$618K +26,584 +46%
Invesco
7
Invesco
Georgia
$1.71M +$1.17M +50,229 +224%
CA
8
CGN Advisors
Kansas
$1.65M +$664K +28,559 +69%
PI
9
PFS Investments
Georgia
$1.62M +$1.6M +68,794 New
ADL
10
Asset Dedication LLC
California
$1.58M +$119K +5,106 +8%
FNB
11
Farmers National Bank
Kentucky
$1.54M +$373K +16,035 +33%
RJA
12
Raymond James & Associates
Florida
$1.4M +$651K +28,002 +89%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$1.04M – – –
Osaic Holdings
14
Osaic Holdings
Arizona
$1.02M +$73.6K +3,168 +8%
FTUS
15
Flow Traders U.S.
New York
$981K +$970K +41,713 New
CIC
16
Carnegie Investment Counsel
Ohio
$969K +$577K +24,825 +151%
UBS Group
17
UBS Group
Switzerland
$902K +$849K +36,543 +1,983%
VVP
18
Venture Visionary Partners
Ohio
$888K +$3.39K +146 +0.4%
Bank of America
19
Bank of America
North Carolina
$814K +$61.3K +2,636 +8%
GWP
20
Gateway Wealth Partners
Wisconsin
$617K +$610K +26,239 New
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$578K +$274K +11,773 +92%
SCFS
22
S.C. Financial Services
Arizona
$565K +$182K +7,844 +48%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$528K +$178K +7,670 +52%
IWC
24
Integrated Wealth Concepts
Massachusetts
$523K -$31.9K -1,372 -6%
CA
25
Claro Advisors
Massachusetts
$483K +$47.9K +2,062 +11%
1
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BSMQ Hedge Fund Activity: Q4 2022 in Review

59 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) for Q4 2022, worth a combined $59.2M — up 118% from $27.2M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new BSMQ positions and 4 closed out — a net gain of 14 holders — while 27 added to existing stakes and 6 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $8.3M. The largest seller was NorthCrest Asset Manangement, exiting entirely with an estimated $235K sold.

  • 59 institutional investors held Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) as of Q4 2022, up from 45 in Q3 2022.
  • Funds reported $59.2M of Invesco BulletShares 2026 Municipal Bond ETF stock for Q4 2022, up 118% quarter-over-quarter.
  • 18 funds opened new Invesco BulletShares 2026 Municipal Bond ETF positions in Q4 2022 and 4 closed out, a net change of +14 holders.
  • The largest Invesco BulletShares 2026 Municipal Bond ETF buyer in Q4 2022 was Morgan Stanley, an estimated $8.3M added.
  • The largest Invesco BulletShares 2026 Municipal Bond ETF seller in Q4 2022 was NorthCrest Asset Manangement, an estimated $235K sold.

Based on aggregated 13F filings for Q4 2022.