BSMQ icon

Invesco BulletShares 2026 Municipal Bond ETF
BSMQ

Overview Fund Activity

105 hedge funds and large institutions have $128M invested in Invesco BulletShares 2026 Municipal Bond ETF in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 44 increasing their positions, 26 reducing their positions, and 3 closing their positions.

Holders
105
Holders Change
+14
Holders Change %
+15.38%
% of All Funds
1.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
44
Reduced
26
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Truist Financial
1
Truist Financial
North Carolina
$7.04M
2
SA
2
Sanctuary Advisors
Indiana
$2.04M
3
Wells Fargo
3
Wells Fargo
California
$11.5M
4
HGA
4
Hobbs Group Advisors
South Carolina
$842K
5
OIA
5
OneDigital Investment Advisors
Kansas
$800K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$7.79M
2
CW
2
CreativeOne Wealth
Kansas
$0
3
RSA
3
River Street Advisors
Illinois
$0
4
Jane Street
4
Jane Street
New York
$1.31M
5
WA
5
WESPAC Advisors
California
$411K
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$11.5M 491,006 +36,701 +8%
Morgan Stanley
2
Morgan Stanley
New York
$7.79M 331,520 -114,640 -26%
LPL Financial
3
LPL Financial
California
$7.11M 302,524 +11,190 +4%
Truist Financial
4
Truist Financial
North Carolina
$7.04M 299,437 +299,437 New
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$6.22M 264,550 +27,331 +12%
Invesco
6
Invesco
Georgia
$5.68M 241,648 +23,831 +11%
CIM
7
Confluence Investment Management
Missouri
$5.49M 233,838 -1,258 -0.5%
Bank of America
8
Bank of America
North Carolina
$3.8M 161,601 +8,262 +5%
RJA
9
Raymond James & Associates
Florida
$3.43M 146,033 +2,964 +2%
NA
10
NewEdge Advisors
Louisiana
$3M 127,504 +4,937 +4%
OFS
11
OneAscent Financial Services
Alabama
$2.94M 125,038 -1,380 -1%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$2.65M 112,635 +3,623 +3%
ADL
13
Asset Dedication LLC
California
$2.22M 94,522 +4,710 +5%
UBS Group
14
UBS Group
Switzerland
$2.16M 91,848 -14,527 -14%
RCA
15
Resonant Capital Advisors
Wisconsin
$2.07M 87,964 -1,712 -2%
SA
16
Sanctuary Advisors
Indiana
$2.04M 87,011 +87,011 New
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$2M 84,982 +12,672 +18%
AI
18
Atria Investments
North Carolina
$1.97M 83,884 +3,956 +5%
Focus Partners Wealth
19
Focus Partners Wealth
Massachusetts
$1.81M 77,080 -2,359 -3%
AUB
20
Atlantic Union Bankshares
Virginia
$1.79M 76,266 +10,363 +16%
LPT
21
Legacy Private Trust
Wisconsin
$1.63M 69,299 – –
Osaic Holdings
22
Osaic Holdings
Arizona
$1.52M 64,630 +3,734 +6%
FNB
23
Farmers National Bank
Kentucky
$1.51M 64,225 -868 -1%
CA
24
CGN Advisors
Kansas
$1.44M 61,100 -7,782 -11%
Mariner
25
Mariner
Kansas
$1.42M 60,648 +4,448 +8%
1
2 3 4 5