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Invesco BulletShares 2026 Municipal Bond ETF
BSMQ

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.

New
Increased
Maintained
Reduced
Closed

314% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 14

143% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 7

9% more capital invested

Capital invested by funds: $128M → $139M (+$11.6M)

5% more funds holding

Funds holding: 105 → 110 (+5)

2.47% less ownership

Funds ownership: 66.03% → 63.56% (-2.5%)

Holders
110
Holders Change
+5
Holders Change %
+4.76%
% of All Funds
1.58%
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
CreativeOne Wealth
Kansas
+$1.89M
2
Bank of America
Bank of America
North Carolina
+$1.46M
3
Wells Fargo
Wells Fargo
California
+$1.38M
4
UBS Group
UBS Group
Switzerland
+$1.23M
5
LPL Financial
LPL Financial
California
+$1.18M

Top Sellers

1
OFS
OneAscent Financial Services
Alabama
-$2.94M
2
Mariner
Mariner
Kansas
-$1.42M
3
RJA
Raymond James & Associates
Florida
-$857K
4
RHP
Royal Harbor Partners
Texas
-$423K
5
CIM
Confluence Investment Management
Missouri
-$323K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
1
Wells Fargo
California
$13M +$1.38M +58,218 +12%
LPL Financial
2
LPL Financial
California
$8.37M +$1.18M +50,005 +17%
Morgan Stanley
3
Morgan Stanley
New York
$8.09M +$221K +9,359 +3%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$7.19M +$906K +38,343 +14%
Truist Financial
5
Truist Financial
North Carolina
$7.16M +$53.4K +2,258 +0.8%
Invesco
6
Invesco
Georgia
$5.95M +$215K +9,077 +4%
Bank of America
7
Bank of America
North Carolina
$5.31M +$1.46M +61,915 +38%
CIM
8
Confluence Investment Management
Missouri
$5.23M -$323K -13,679 -6%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$3.73M +$1.05M +44,472 +39%
UBS Group
10
UBS Group
Switzerland
$3.42M +$1.23M +52,125 +57%
NA
11
NewEdge Advisors
Louisiana
$2.94M -$86.8K -3,674 -3%
RJA
12
Raymond James & Associates
Florida
$2.61M -$857K -36,256 -25%
ADL
13
Asset Dedication LLC
California
$2.48M +$238K +10,070 +11%
AUB
14
Atlantic Union Bankshares
Virginia
$2.42M +$602K +25,465 +33%
SA
15
Sanctuary Advisors
Indiana
$2.34M +$290K +12,258 +14%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$2.18M +$159K +6,742 +8%
AI
17
Atria Investments
North Carolina
$2.08M +$88.3K +3,736 +4%
RCA
18
Resonant Capital Advisors
Wisconsin
$2.05M -$33.8K -1,431 -2%
Osaic Holdings
19
Osaic Holdings
Arizona
$2.01M +$473K +20,016 +31%
KFI
20
Key Financial Inc
Pennsylvania
$2M +$766K +32,424 +63%
CW
21
CreativeOne Wealth
Kansas
$1.9M +$1.89M +80,000 New
Focus Partners Wealth
22
Focus Partners Wealth
Massachusetts
$1.72M -$111K -4,705 -6%
PWP
23
Precedent Wealth Partners
Texas
$1.57M +$282K +11,943 +22%
LPT
24
Legacy Private Trust
Wisconsin
$1.52M -$123K -5,225 -8%
CA
25
CGN Advisors
Kansas
$1.45M -$3K -127 -0.2%
1
2 3 4 5

BSMQ Hedge Fund Activity: Q3 2024 in Review

110 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) for Q3 2024, worth a combined $139M — up 9.1% from $128M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new BSMQ positions and 7 closed out — a net gain of 10 holders — while 58 added to existing stakes and 14 trimmed.

The largest buyer was CreativeOne Wealth, opening a new position worth an estimated $1.89M. The largest seller was OneAscent Financial Services, exiting entirely with an estimated $2.94M sold.

  • 110 institutional investors held Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) as of Q3 2024, up from 105 in Q2 2024.
  • Funds reported $139M of Invesco BulletShares 2026 Municipal Bond ETF stock for Q3 2024, up 9.1% quarter-over-quarter.
  • 17 funds opened new Invesco BulletShares 2026 Municipal Bond ETF positions in Q3 2024 and 7 closed out, a net change of +10 holders.
  • The largest Invesco BulletShares 2026 Municipal Bond ETF buyer in Q3 2024 was CreativeOne Wealth, an estimated $1.89M added.
  • The largest Invesco BulletShares 2026 Municipal Bond ETF seller in Q3 2024 was OneAscent Financial Services, an estimated $2.94M sold.

Based on aggregated 13F filings for Q3 2024.