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Invesco BulletShares 2026 Municipal Bond ETF
BSMQ

Overview Fund Activity

66 hedge funds and large institutions have $75.1M invested in Invesco BulletShares 2026 Municipal Bond ETF in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 32 increasing their positions, 12 reducing their positions, and 2 closing their positions.

Holders
66
Holders Change
+7
Holders Change %
+11.86%
% of All Funds
1.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
32
Reduced
12
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$12M
2
GWP
2
Gateway Wealth Partners
Wisconsin
$2.53M
3
SC
3
Savant Capital
Illinois
$1.37M
4
Invesco
4
Invesco
Georgia
$2.59M
5
Wells Fargo
5
Wells Fargo
California
$8.5M

Top Sellers

1
Jane Street
1
Jane Street
New York
$447K
2
CPC
2
Cookson Peirce & Co
Pennsylvania
$0
3
FTUS
3
Flow Traders U.S.
New York
$809K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$180K
5
CA
5
Claro Advisors
Massachusetts
$418K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$12M 504,425 +103,783 +26%
Wells Fargo
2
Wells Fargo
California
$8.5M 357,451 +35,633 +11%
LPL Financial
3
LPL Financial
California
$6.64M 279,275 +34,780 +14%
CIM
4
Confluence Investment Management
Missouri
$5.85M 245,707 +2,566 +1%
NA
5
NewEdge Advisors
Louisiana
$2.9M 121,930 +6,680 +6%
Invesco
6
Invesco
Georgia
$2.59M 108,804 +36,153 +50%
GWP
7
Gateway Wealth Partners
Wisconsin
$2.53M 106,162 +79,923 +305%
RCA
8
Resonant Capital Advisors
Wisconsin
$2.19M 91,924 +6,531 +8%
RJA
9
Raymond James & Associates
Florida
$2.06M 86,581 +26,985 +45%
PI
10
PFS Investments
Georgia
$1.99M 83,136 +14,342 +21%
CA
11
CGN Advisors
Kansas
$1.89M 79,542 +9,441 +13%
ADL
12
Asset Dedication LLC
California
$1.64M 68,872 +1,450 +2%
FNB
13
Farmers National Bank
Kentucky
$1.57M 65,979 +636 +1%
Bank of America
14
Bank of America
North Carolina
$1.56M 65,709 +31,106 +90%
SC
15
Savant Capital
Illinois
$1.37M 57,522 +57,522 New
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$1.19M 50,043 +5,835 +13%
VVP
17
Venture Visionary Partners
Ohio
$1.01M 42,435 +4,645 +12%
Osaic Holdings
18
Osaic Holdings
Arizona
$1.01M 42,327 -1,231 -3%
CIC
19
Carnegie Investment Counsel
Ohio
$981K 41,235 – –
UBS Group
20
UBS Group
Switzerland
$963K 40,496 +2,110 +5%
FTUS
21
Flow Traders U.S.
New York
$809K 34,026 -7,687 -18%
LPT
22
Legacy Private Trust
Wisconsin
$784K 32,960 +32,960 New
KFI
23
Key Financial Inc
Pennsylvania
$698K 29,333 +23,000 +363%
CAPTRUST Financial Advisors
24
CAPTRUST Financial Advisors
North Carolina
$635K 26,706 +2,103 +9%
APA
25
Astoria Portfolio Advisors
New York
$623K 26,150 +26,150 New
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