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Invesco BulletShares 2026 Municipal Bond ETF
BSMQ

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.

New
Increased
Maintained
Reduced
Closed

467% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 3

69% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 26

15% more funds holding

Funds holding: 91 → 105 (+14)

10% more capital invested

Capital invested by funds: $116M → $128M (+$11.8M)

0.7% more ownership

Funds ownership: 65.33% → 66.03% (+0.7%)

Holders
105
Holders Change
+14
Holders Change %
+15.38%
% of All Funds
1.52%
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
Truist Financial
North Carolina
+$7.03M
2
Wells Fargo
Wells Fargo
California
+$862K
3
OIA
OneDigital Investment Advisors
Kansas
+$799K
4
MWM
Meridian Wealth Management
Kentucky
+$689K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$642K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$2.69M
2
CW
CreativeOne Wealth
Kansas
-$1.89M
3
RSA
River Street Advisors
Illinois
-$752K
4
Jane Street
Jane Street
New York
-$706K
5
WA
WESPAC Advisors
California
-$411K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
1
Wells Fargo
California
$11.5M +$862K +36,701 +8%
Morgan Stanley
2
Morgan Stanley
New York
$7.79M -$2.69M -114,640 -26%
LPL Financial
3
LPL Financial
California
$7.11M +$263K +11,190 +4%
Truist Financial
4
Truist Financial
North Carolina
$7.04M +$7.03M +299,437 New
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$6.22M +$642K +27,331 +12%
Invesco
6
Invesco
Georgia
$5.68M +$560K +23,831 +11%
CIM
7
Confluence Investment Management
Missouri
$5.49M -$29.5K -1,258 -0.5%
Bank of America
8
Bank of America
North Carolina
$3.8M +$194K +8,262 +5%
RJA
9
Raymond James & Associates
Florida
$3.43M +$69.6K +2,964 +2%
NA
10
NewEdge Advisors
Louisiana
$3M +$116K +4,937 +4%
OFS
11
OneAscent Financial Services
Alabama
$2.94M -$32.4K -1,380 -1%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$2.65M +$85.1K +3,623 +3%
ADL
13
Asset Dedication LLC
California
$2.22M +$111K +4,710 +5%
UBS Group
14
UBS Group
Switzerland
$2.16M -$341K -14,527 -14%
RCA
15
Resonant Capital Advisors
Wisconsin
$2.07M -$40.2K -1,712 -2%
SA
16
Sanctuary Advisors
Indiana
$2.04M +$2.04M +87,011 New
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$2M +$298K +12,672 +18%
AI
18
Atria Investments
North Carolina
$1.97M +$92.9K +3,956 +5%
Focus Partners Wealth
19
Focus Partners Wealth
Massachusetts
$1.81M -$55.4K -2,359 -3%
AUB
20
Atlantic Union Bankshares
Virginia
$1.79M +$243K +10,363 +16%
LPT
21
Legacy Private Trust
Wisconsin
$1.63M – – –
Osaic Holdings
22
Osaic Holdings
Arizona
$1.52M +$87.7K +3,734 +6%
FNB
23
Farmers National Bank
Kentucky
$1.51M -$20.4K -868 -1%
CA
24
CGN Advisors
Kansas
$1.44M -$183K -7,782 -11%
Mariner
25
Mariner
Kansas
$1.42M +$104K +4,448 +8%
1
2 3 4 5

BSMQ Hedge Fund Activity: Q2 2024 in Review

105 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) for Q2 2024, worth a combined $128M — up 10% from $116M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new BSMQ positions and 3 closed out — a net gain of 14 holders — while 44 added to existing stakes and 26 trimmed.

The largest buyer was Truist Financial, opening a new position worth an estimated $7.03M. The largest seller was Morgan Stanley, cutting an estimated $2.69M.

  • 105 institutional investors held Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) as of Q2 2024, up from 91 in Q1 2024.
  • Funds reported $128M of Invesco BulletShares 2026 Municipal Bond ETF stock for Q2 2024, up 10% quarter-over-quarter.
  • 17 funds opened new Invesco BulletShares 2026 Municipal Bond ETF positions in Q2 2024 and 3 closed out, a net change of +14 holders.
  • The largest Invesco BulletShares 2026 Municipal Bond ETF buyer in Q2 2024 was Truist Financial, an estimated $7.03M added.
  • The largest Invesco BulletShares 2026 Municipal Bond ETF seller in Q2 2024 was Morgan Stanley, an estimated $2.69M sold.

Based on aggregated 13F filings for Q2 2024.