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Invesco BulletShares 2026 Municipal Bond ETF
BSMQ

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.

New
Increased
Maintained
Reduced
Closed

257% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 7

180% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 20

14% more funds holding

Funds holding: 110 → 125 (+15)

12% more capital invested

Capital invested by funds: $139M → $156M (+$17M)

3.81% more ownership

Funds ownership: 63.56% → 67.37% (+3.8%)

Holders
125
Holders Change
+15
Holders Change %
+13.64%
% of All Funds
1.65%
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
OFS
OneAscent Financial Services
Alabama
+$3.01M
2
Wells Fargo
Wells Fargo
California
+$1.19M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$999K
4
Morgan Stanley
Morgan Stanley
New York
+$865K
5
IWC
Integrated Wealth Concepts
Massachusetts
+$814K

Top Sellers

1
FTUS
Flow Traders U.S.
New York
-$933K
2
Jane Street
Jane Street
New York
-$892K
3
FWM
Fortress Wealth Management
California
-$647K
4
KAS
Kestra Advisory Services
Texas
-$511K
5
RCA
Resonant Capital Advisors
Wisconsin
-$350K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
1
Wells Fargo
California
$14.1M +$1.19M +50,159 +9%
Morgan Stanley
2
Morgan Stanley
New York
$8.9M +$865K +36,617 +11%
LPL Financial
3
LPL Financial
California
$8.48M +$170K +7,198 +2%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$7.42M +$284K +12,031 +4%
Truist Financial
5
Truist Financial
North Carolina
$7.08M -$35K -1,480 -0.5%
Invesco
6
Invesco
Georgia
$5.81M -$101K -4,292 -2%
Bank of America
7
Bank of America
North Carolina
$5.59M +$327K +13,843 +6%
CIM
8
Confluence Investment Management
Missouri
$5.08M -$105K -4,428 -2%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$4.7M +$999K +42,295 +27%
UBS Group
10
UBS Group
Switzerland
$4M +$604K +25,555 +18%
Raymond James Financial
11
Raymond James Financial
Florida
$3.61M +$3.62M +153,244 New
AUB
12
Atlantic Union Bankshares
Virginia
$3.16M +$766K +32,404 +32%
OFS
13
OneAscent Financial Services
Alabama
$3M +$3.01M +127,333 New
NA
14
NewEdge Advisors
Louisiana
$2.88M -$38.1K -1,611 -1%
Osaic Holdings
15
Osaic Holdings
Arizona
$2.79M +$801K +33,888 +40%
ADL
16
Asset Dedication LLC
California
$2.59M +$123K +5,200 +5%
SA
17
Sanctuary Advisors
Indiana
$2.44M +$93.2K +3,943 +4%
AI
18
Atria Investments
North Carolina
$2.19M +$130K +5,495 +6%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$2.18M +$19.5K +824 +0.9%
IWC
20
Integrated Wealth Concepts
Massachusetts
$2.13M +$814K +34,433 +61%
KFI
21
Key Financial Inc
Pennsylvania
$2.1M +$112K +4,753 +6%
CW
22
CreativeOne Wealth
Kansas
$1.89M – – –
Focus Partners Wealth
23
Focus Partners Wealth
Massachusetts
$1.79M +$82.8K +3,506 +5%
RCA
24
Resonant Capital Advisors
Wisconsin
$1.69M -$350K -14,828 -17%
PWP
25
Precedent Wealth Partners
Texas
$1.62M +$64.7K +2,740 +4%
1
2 3 4 5

BSMQ Hedge Fund Activity: Q4 2024 in Review

125 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) for Q4 2024, worth a combined $156M — up 12% from $139M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new BSMQ positions and 7 closed out — a net gain of 18 holders — while 56 added to existing stakes and 20 trimmed.

The largest buyer was OneAscent Financial Services, opening a new position worth an estimated $3.01M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $933K sold.

  • 125 institutional investors held Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) as of Q4 2024, up from 110 in Q3 2024.
  • Funds reported $156M of Invesco BulletShares 2026 Municipal Bond ETF stock for Q4 2024, up 12% quarter-over-quarter.
  • 25 funds opened new Invesco BulletShares 2026 Municipal Bond ETF positions in Q4 2024 and 7 closed out, a net change of +18 holders.
  • The largest Invesco BulletShares 2026 Municipal Bond ETF buyer in Q4 2024 was OneAscent Financial Services, an estimated $3.01M added.
  • The largest Invesco BulletShares 2026 Municipal Bond ETF seller in Q4 2024 was Flow Traders U.S., an estimated $933K sold.

Based on aggregated 13F filings for Q4 2024.