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Invesco BulletShares 2026 Municipal Bond ETF
BSMQ

138 hedge funds and large institutions have $188M invested in Invesco BulletShares 2026 Municipal Bond ETF in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 68 increasing their positions, 27 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

325% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 4

152% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 27

20% more capital invested

Capital invested by funds: $156M → $188M (+$31.7M)

10% more funds holding

Funds holding: 125 → 138 (+13)

2.21% more ownership

Funds ownership: 67.37% → 69.58% (+2.2%)

Holders
138
Holders Change
+13
Holders Change %
+10.4%
% of All Funds
1.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
68
Reduced
27
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
+$4.92M
2
CVA
Central Valley Advisors
California
+$4.38M
3
Morgan Stanley
Morgan Stanley
New York
+$3.09M
4
Jane Street
Jane Street
New York
+$2.4M
5
Osaic Holdings
Osaic Holdings
Arizona
+$1.56M

Top Sellers

1
CIM
Confluence Investment Management
Missouri
-$2.4M
2
CW
CreativeOne Wealth
Kansas
-$1.89M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$435K
4
SC
Savant Capital
Illinois
-$321K
5
ASN
Advisory Services Network
Georgia
-$307K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
1
Wells Fargo
California
$15M +$804K +33,986 +6%
Morgan Stanley
2
Morgan Stanley
New York
$12M +$3.09M +130,475 +35%
LPL Financial
3
LPL Financial
California
$9.99M +$1.5M +63,309 +18%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$7.29M -$141K -5,953 -2%
Truist Financial
5
Truist Financial
North Carolina
$7.13M +$45.9K +1,939 +0.6%
Bank of America
6
Bank of America
North Carolina
$6.94M +$1.34M +56,453 +24%
Invesco
7
Invesco
Georgia
$6.7M +$888K +37,518 +15%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$4.99M +$285K +12,048 +6%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$4.91M +$4.92M +207,984 New
CVA
10
Central Valley Advisors
California
$4.37M +$4.38M +185,095 New
Osaic Holdings
11
Osaic Holdings
Arizona
$4.36M +$1.56M +66,114 +56%
UBS Group
12
UBS Group
Switzerland
$4.31M +$306K +12,938 +8%
Raymond James Financial
13
Raymond James Financial
Florida
$3.6M -$15.9K -674 -0.4%
NA
14
NewEdge Advisors
Louisiana
$3.57M +$690K +29,176 +24%
AUB
15
Atlantic Union Bankshares
Virginia
$3.5M +$333K +14,070 +10%
VA
16
VestGen Advisors
Illinois
$3.49M +$3.5M +147,811 New
OFS
17
OneAscent Financial Services
Alabama
$2.89M -$115K -4,882 -4%
ADL
18
Asset Dedication LLC
California
$2.71M +$120K +5,081 +5%
Jane Street
19
Jane Street
New York
$2.71M +$2.4M +101,283 +754%
CIM
20
Confluence Investment Management
Missouri
$2.7M -$2.4M -101,391 -47%
IWC
21
Integrated Wealth Concepts
Massachusetts
$2.66M +$518K +21,906 +24%
SA
22
Sanctuary Advisors
Indiana
$2.48M +$39.8K +1,682 +2%
PWP
23
Precedent Wealth Partners
Texas
$2.39M +$765K +32,335 +47%
KFI
24
Key Financial Inc
Pennsylvania
$2.32M +$217K +9,165 +10%
AI
25
Atria Investments
North Carolina
$2.2M +$970 +41 +0%
1
2 3 4 5

BSMQ Hedge Fund Activity: Q1 2025 in Review

138 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) for Q1 2025, worth a combined $188M — up 20% from $156M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new BSMQ positions and 4 closed out — a net gain of 13 holders — while 68 added to existing stakes and 27 trimmed.

The largest buyer was Bank of New York Mellon, opening a new position worth an estimated $4.92M. The largest seller was Confluence Investment Management, cutting an estimated $2.4M.

  • 138 institutional investors held Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) as of Q1 2025, up from 125 in Q4 2024.
  • Funds reported $188M of Invesco BulletShares 2026 Municipal Bond ETF stock for Q1 2025, up 20% quarter-over-quarter.
  • 17 funds opened new Invesco BulletShares 2026 Municipal Bond ETF positions in Q1 2025 and 4 closed out, a net change of +13 holders.
  • The largest Invesco BulletShares 2026 Municipal Bond ETF buyer in Q1 2025 was Bank of New York Mellon, an estimated $4.92M added.
  • The largest Invesco BulletShares 2026 Municipal Bond ETF seller in Q1 2025 was Confluence Investment Management, an estimated $2.4M sold.

Based on aggregated 13F filings for Q1 2025.