Invesco BulletShares 2026 Municipal Bond ETF
BSMQ
92 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 16 funds opening new positions, 45 increasing their positions, 15 reducing their positions, and 7 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 15
129% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 7
18% more capital invested
Capital invested by funds: $98.2M → $116M (+$17.6M)
10% more funds holding
Funds holding: 84 → 92 (+8)
1.12% less ownership
Funds ownership: 66.45% → 65.34% (-1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$7.53M |
| 2 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$1.89M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$1.45M |
| 4 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$1.1M |
| 5 |
ACM
AlphaStar Capital Management
Cornelius,
North Carolina
|
+$796K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KFI
Key Financial Inc
West Chester,
Pennsylvania
|
-$913K |
| 2 |
CA
CGN Advisors
Manhattan,
Kansas
|
-$699K |
| 3 |
MWM
Meridian Wealth Management
Lexington,
Kentucky
|
-$354K |
| 4 |
OA
Oceanside Advisors
Mount Pleasant,
South Carolina
|
-$327K |
| 5 |
NAM
NorthCrest Asset Manangement
Plymouth,
Minnesota
|
-$324K |
BSMQ Hedge Fund Activity: Q1 2024 in Review
92 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) for Q1 2024, worth a combined $116M — up 18% from $98.2M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new BSMQ positions and 7 closed out — a net gain of 9 holders — while 45 added to existing stakes and 15 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $7.53M. The largest seller was Key Financial Inc, cutting an estimated $913K.
- 92 institutional investors held Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) as of Q1 2024, up from 84 in Q4 2023.
- Funds reported $116M of Invesco BulletShares 2026 Municipal Bond ETF stock for Q1 2024, up 18% quarter-over-quarter.
- 16 funds opened new Invesco BulletShares 2026 Municipal Bond ETF positions in Q1 2024 and 7 closed out, a net change of +9 holders.
- The largest Invesco BulletShares 2026 Municipal Bond ETF buyer in Q1 2024 was Morgan Stanley, an estimated $7.53M added.
- The largest Invesco BulletShares 2026 Municipal Bond ETF seller in Q1 2024 was Key Financial Inc, an estimated $913K sold.
Based on aggregated 13F filings for Q1 2024.