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Invesco BulletShares 2026 Municipal Bond ETF
BSMQ

Overview Fund Activity

71 hedge funds and large institutions have $79.1M invested in Invesco BulletShares 2026 Municipal Bond ETF in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 36 increasing their positions, 19 reducing their positions, and 5 closing their positions.

Holders
71
Holders Change
-1
Holders Change %
-1.39%
% of All Funds
1.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
36
Reduced
19
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$8.87M
2
LPT
2
Legacy Private Trust
Wisconsin
$1.24M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.42M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$593K
5
LPL Financial
5
LPL Financial
California
$7.7M

Top Sellers

1
Janney Montgomery Scott
1
Janney Montgomery Scott
Pennsylvania
$0
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$2.53M
3
Jane Street
3
Jane Street
New York
$4.22M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$0
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$8.87M 385,801 +72,973 +23%
LPL Financial
2
LPL Financial
California
$7.7M 334,732 +24,113 +8%
CIM
3
Confluence Investment Management
Missouri
$5.48M 238,448 -1,796 -0.7%
Jane Street
4
Jane Street
New York
$4.22M 183,756 -35,958 -16%
RJA
5
Raymond James & Associates
Florida
$2.78M 120,880 +5,033 +4%
NA
6
NewEdge Advisors
Louisiana
$2.73M 118,703 -2,168 -2%
Invesco
7
Invesco
Georgia
$2.67M 116,047 +3,638 +3%
GWP
8
Gateway Wealth Partners
Wisconsin
$2.58M 112,171 -3,211 -3%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$2.53M 110,064 -51,496 -32%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$2.28M 99,107 +3,723 +4%
Morgan Stanley
11
Morgan Stanley
New York
$2.26M 98,477 -2,999 -3%
RCA
12
Resonant Capital Advisors
Wisconsin
$2.07M 90,020 -1,532 -2%
CA
13
CGN Advisors
Kansas
$2.04M 88,821 +5,454 +7%
ADL
14
Asset Dedication LLC
California
$1.85M 80,339 +2,889 +4%
Bank of America
15
Bank of America
North Carolina
$1.67M 72,487 +7,104 +11%
FNB
16
Farmers National Bank
Kentucky
$1.61M 70,235 +3,952 +6%
UBS Group
17
UBS Group
Switzerland
$1.54M 66,912 +17,615 +36%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$1.42M 61,565 +31,058 +102%
KFI
19
Key Financial Inc
Pennsylvania
$1.35M 58,513 +11,550 +25%
Osaic Holdings
20
Osaic Holdings
Arizona
$1.24M 53,738 +1,647 +3%
LPT
21
Legacy Private Trust
Wisconsin
$1.24M 53,737 +32,147 +149%
AUB
22
Atlantic Union Bankshares
Virginia
$1.09M 47,583 +5,599 +13%
CIC
23
Carnegie Investment Counsel
Ohio
$948K 41,235 – –
VVP
24
Venture Visionary Partners
Ohio
$902K 39,240 -1,875 -5%
APA
25
Astoria Portfolio Advisors
New York
$856K 37,364 +5,082 +16%
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