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Invesco BulletShares 2026 Municipal Bond ETF
BSMQ

Overview Fund Activity

91 hedge funds and large institutions have $116M invested in Invesco BulletShares 2026 Municipal Bond ETF in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 45 increasing their positions, 15 reducing their positions, and 7 closing their positions.

Holders
91
Holders Change
+7
Holders Change %
+8.33%
% of All Funds
1.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
45
Reduced
15
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$10.5M
2
CW
2
CreativeOne Wealth
Kansas
$1.89M
3
Wells Fargo
3
Wells Fargo
California
$10.7M
4
ACA
4
Aptus Capital Advisors
Alabama
$1.1M
5
ACM
5
AlphaStar Capital Management
North Carolina
$792K

Top Sellers

1
KFI
1
Key Financial Inc
Pennsylvania
$719K
2
CA
2
CGN Advisors
Kansas
$1.62M
3
MWM
3
Meridian Wealth Management
Kentucky
$0
4
OA
4
Oceanside Advisors
South Carolina
$0
5
NAM
5
NorthCrest Asset Manangement
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$10.7M 454,305 +61,384 +16%
Morgan Stanley
2
Morgan Stanley
New York
$10.5M 446,160 +190,484 +75%
LPL Financial
3
LPL Financial
California
$6.87M 291,334 +25,147 +9%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$5.59M 237,219 +13,722 +6%
CIM
5
Confluence Investment Management
Missouri
$5.54M 235,096 -1,000 -0.4%
Invesco
6
Invesco
Georgia
$5.13M 217,817 +27,302 +14%
Bank of America
7
Bank of America
North Carolina
$3.61M 153,339 +33,019 +27%
RJA
8
Raymond James & Associates
Florida
$3.37M 143,069 +5,774 +4%
OFS
9
OneAscent Financial Services
Alabama
$2.98M 126,418 +1,266 +1%
NA
10
NewEdge Advisors
Louisiana
$2.89M 122,567 +2,223 +2%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$2.57M 109,012 +20,108 +23%
UBS Group
12
UBS Group
Switzerland
$2.51M 106,375 +1,721 +2%
ADL
13
Asset Dedication LLC
California
$2.12M 89,812 +4,462 +5%
RCA
14
Resonant Capital Advisors
Wisconsin
$2.11M 89,676 -344 -0.4%
Jane Street
15
Jane Street
New York
$2.02M 85,725 +11,599 +16%
CW
16
CreativeOne Wealth
Kansas
$1.89M 80,000 +80,000 New
AI
17
Atria Investments
North Carolina
$1.88M 79,928 +4,919 +7%
Focus Partners Wealth
18
Focus Partners Wealth
Massachusetts
$1.87M 79,439 +26,757 +51%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$1.7M 72,310 -3,750 -5%
LPT
20
Legacy Private Trust
Wisconsin
$1.63M 69,299 – –
CA
21
CGN Advisors
Kansas
$1.62M 68,882 -29,535 -30%
AUB
22
Atlantic Union Bankshares
Virginia
$1.55M 65,903 +3,789 +6%
FNB
23
Farmers National Bank
Kentucky
$1.53M 65,093 +497 +0.8%
Osaic Holdings
24
Osaic Holdings
Arizona
$1.44M 60,896 +5,113 +9%
Mariner
25
Mariner
Kansas
$1.32M 56,200 +5,099 +10%
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