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Invesco BulletShares 2026 Municipal Bond ETF
BSMQ

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.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 15

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

14% more capital invested

Capital invested by funds: $101M → $116M (+$14.6M)

8% more funds holding

Funds holding: 84 → 91 (+7)

3.19% less ownership

Funds ownership: 68.51% → 65.33% (-3.2%)

Holders
91
Holders Change
+7
Holders Change %
+8.33%
% of All Funds
1.31%
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
Morgan Stanley
New York
+$4.51M
2
CW
CreativeOne Wealth
Kansas
+$1.89M
3
Wells Fargo
Wells Fargo
California
+$1.45M
4
ACA
Aptus Capital Advisors
Alabama
+$1.1M
5
ACM
AlphaStar Capital Management
North Carolina
+$796K

Top Sellers

1
KFI
Key Financial Inc
Pennsylvania
-$913K
2
CA
CGN Advisors
Kansas
-$699K
3
MWM
Meridian Wealth Management
Kentucky
-$354K
4
OA
Oceanside Advisors
South Carolina
-$327K
5
NAM
NorthCrest Asset Manangement
Minnesota
-$324K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
1
Wells Fargo
California
$10.7M +$1.45M +61,384 +16%
Morgan Stanley
2
Morgan Stanley
New York
$10.5M +$4.51M +190,484 +75%
LPL Financial
3
LPL Financial
California
$6.87M +$595K +25,147 +9%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$5.59M +$325K +13,722 +6%
CIM
5
Confluence Investment Management
Missouri
$5.54M -$23.7K -1,000 -0.4%
Invesco
6
Invesco
Georgia
$5.13M +$646K +27,302 +14%
Bank of America
7
Bank of America
North Carolina
$3.61M +$781K +33,019 +27%
RJA
8
Raymond James & Associates
Florida
$3.37M +$137K +5,774 +4%
OFS
9
OneAscent Financial Services
Alabama
$2.98M +$30K +1,266 +1%
NA
10
NewEdge Advisors
Louisiana
$2.89M +$52.6K +2,223 +2%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$2.57M +$476K +20,108 +23%
UBS Group
12
UBS Group
Switzerland
$2.51M +$40.7K +1,721 +2%
ADL
13
Asset Dedication LLC
California
$2.12M +$106K +4,462 +5%
RCA
14
Resonant Capital Advisors
Wisconsin
$2.11M -$8.14K -344 -0.4%
Jane Street
15
Jane Street
New York
$2.02M +$274K +11,599 +16%
CW
16
CreativeOne Wealth
Kansas
$1.89M +$1.89M +80,000 New
AI
17
Atria Investments
North Carolina
$1.88M +$116K +4,919 +7%
Focus Partners Wealth
18
Focus Partners Wealth
Massachusetts
$1.87M +$633K +26,757 +51%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$1.7M -$88.7K -3,750 -5%
LPT
20
Legacy Private Trust
Wisconsin
$1.63M – – –
CA
21
CGN Advisors
Kansas
$1.62M -$699K -29,535 -30%
AUB
22
Atlantic Union Bankshares
Virginia
$1.55M +$89.7K +3,789 +6%
FNB
23
Farmers National Bank
Kentucky
$1.53M +$11.8K +497 +0.8%
Osaic Holdings
24
Osaic Holdings
Arizona
$1.44M +$121K +5,113 +9%
Mariner
25
Mariner
Kansas
$1.32M +$121K +5,099 +10%
1
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BSMQ Hedge Fund Activity: Q1 2024 in Review

91 of the 6,942 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 14% from $101M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new BSMQ positions and 7 closed out — a net gain of 8 holders — while 45 added to existing stakes and 15 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $4.51M. The largest seller was Key Financial Inc, cutting an estimated $913K.

  • 91 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 14% quarter-over-quarter.
  • 15 funds opened new Invesco BulletShares 2026 Municipal Bond ETF positions in Q1 2024 and 7 closed out, a net change of +8 holders.
  • The largest Invesco BulletShares 2026 Municipal Bond ETF buyer in Q1 2024 was Morgan Stanley, an estimated $4.51M 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.