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Invesco BulletShares 2026 Municipal Bond ETF
BSMQ

Overview Fund Activity

125 hedge funds and large institutions have $156M invested in Invesco BulletShares 2026 Municipal Bond ETF in 2024 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 56 increasing their positions, 20 reducing their positions, and 7 closing their positions.

Holders
125
Holders Change
+15
Holders Change %
+13.64%
% of All Funds
1.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
56
Reduced
20
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$3.61M
2
OFS
2
OneAscent Financial Services
Alabama
$3M
3
FNB
3
Farmers National Bank
Kentucky
$1.44M
4
Wells Fargo
4
Wells Fargo
California
$14.1M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$4.7M

Top Sellers

1
FTUS
1
Flow Traders U.S.
New York
$0
2
Jane Street
2
Jane Street
New York
$316K
3
FWM
3
Fortress Wealth Management
California
$0
4
KAS
4
Kestra Advisory Services
Texas
$0
5
RCA
5
Resonant Capital Advisors
Wisconsin
$1.69M
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$14.1M 599,383 +50,159 +9%
Morgan Stanley
2
Morgan Stanley
New York
$8.9M 377,496 +36,617 +11%
LPL Financial
3
LPL Financial
California
$8.48M 359,727 +7,198 +2%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$7.42M 314,924 +12,031 +4%
Truist Financial
5
Truist Financial
North Carolina
$7.08M 300,215 -1,480 -0.5%
Invesco
6
Invesco
Georgia
$5.81M 246,433 -4,292 -2%
Bank of America
7
Bank of America
North Carolina
$5.59M 237,359 +13,843 +6%
CIM
8
Confluence Investment Management
Missouri
$5.08M 215,731 -4,428 -2%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$4.7M 199,402 +42,295 +27%
UBS Group
10
UBS Group
Switzerland
$4M 169,528 +25,555 +18%
Raymond James Financial
11
Raymond James Financial
Florida
$3.61M 153,244 +153,244 New
AUB
12
Atlantic Union Bankshares
Virginia
$3.16M 134,135 +32,404 +32%
OFS
13
OneAscent Financial Services
Alabama
$3M 127,333 +127,333 New
NA
14
NewEdge Advisors
Louisiana
$2.88M 122,219 -1,611 -1%
Osaic Holdings
15
Osaic Holdings
Arizona
$2.79M 118,534 +33,888 +40%
ADL
16
Asset Dedication LLC
California
$2.59M 109,792 +5,200 +5%
SA
17
Sanctuary Advisors
Indiana
$2.44M 103,212 +3,943 +4%
AI
18
Atria Investments
North Carolina
$2.19M 93,115 +5,495 +6%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$2.18M 92,548 +824 +0.9%
IWC
20
Integrated Wealth Concepts
Massachusetts
$2.13M 90,575 +34,433 +61%
KFI
21
Key Financial Inc
Pennsylvania
$2.1M 89,040 +4,753 +6%
CW
22
CreativeOne Wealth
Kansas
$1.89M 80,000 – –
Focus Partners Wealth
23
Focus Partners Wealth
Massachusetts
$1.79M 75,881 +3,506 +5%
RCA
24
Resonant Capital Advisors
Wisconsin
$1.69M 71,705 -14,828 -17%
PWP
25
Precedent Wealth Partners
Texas
$1.62M 68,704 +2,740 +4%
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