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Invesco BulletShares 2026 Municipal Bond ETF
BSMQ

Overview Fund Activity

110 hedge funds and large institutions have $139M invested in Invesco BulletShares 2026 Municipal Bond ETF in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 58 increasing their positions, 14 reducing their positions, and 7 closing their positions.

Holders
110
Holders Change
+5
Holders Change %
+4.76%
% of All Funds
1.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
58
Reduced
14
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CW
1
CreativeOne Wealth
Kansas
$1.9M
2
Bank of America
2
Bank of America
North Carolina
$5.31M
3
Wells Fargo
3
Wells Fargo
California
$13M
4
UBS Group
4
UBS Group
Switzerland
$3.42M
5
LPL Financial
5
LPL Financial
California
$8.37M

Top Sellers

1
OFS
1
OneAscent Financial Services
Alabama
$0
2
Mariner
2
Mariner
Kansas
$0
3
RJA
3
Raymond James & Associates
Florida
$2.61M
4
RHP
4
Royal Harbor Partners
Texas
$0
5
CIM
5
Confluence Investment Management
Missouri
$5.23M
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$13M 549,224 +58,218 +12%
LPL Financial
2
LPL Financial
California
$8.37M 352,529 +50,005 +17%
Morgan Stanley
3
Morgan Stanley
New York
$8.09M 340,879 +9,359 +3%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$7.19M 302,893 +38,343 +14%
Truist Financial
5
Truist Financial
North Carolina
$7.16M 301,695 +2,258 +0.8%
Invesco
6
Invesco
Georgia
$5.95M 250,725 +9,077 +4%
Bank of America
7
Bank of America
North Carolina
$5.31M 223,516 +61,915 +38%
CIM
8
Confluence Investment Management
Missouri
$5.23M 220,159 -13,679 -6%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$3.73M 157,107 +44,472 +39%
UBS Group
10
UBS Group
Switzerland
$3.42M 143,973 +52,125 +57%
NA
11
NewEdge Advisors
Louisiana
$2.94M 123,830 -3,674 -3%
RJA
12
Raymond James & Associates
Florida
$2.61M 109,777 -36,256 -25%
ADL
13
Asset Dedication LLC
California
$2.48M 104,592 +10,070 +11%
AUB
14
Atlantic Union Bankshares
Virginia
$2.42M 101,731 +25,465 +33%
SA
15
Sanctuary Advisors
Indiana
$2.34M 99,269 +12,258 +14%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$2.18M 91,724 +6,742 +8%
AI
17
Atria Investments
North Carolina
$2.08M 87,620 +3,736 +4%
RCA
18
Resonant Capital Advisors
Wisconsin
$2.05M 86,533 -1,431 -2%
Osaic Holdings
19
Osaic Holdings
Arizona
$2.01M 84,646 +20,016 +31%
KFI
20
Key Financial Inc
Pennsylvania
$2M 84,287 +32,424 +63%
CW
21
CreativeOne Wealth
Kansas
$1.9M 80,000 +80,000 New
Focus Partners Wealth
22
Focus Partners Wealth
Massachusetts
$1.72M 72,375 -4,705 -6%
PWP
23
Precedent Wealth Partners
Texas
$1.57M 65,964 +11,943 +22%
LPT
24
Legacy Private Trust
Wisconsin
$1.52M 64,074 -5,225 -8%
CA
25
CGN Advisors
Kansas
$1.45M 60,973 -127 -0.2%
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