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Invesco BulletShares 2026 Municipal Bond ETF
BSMQ

Overview Fund Activity

136 hedge funds and large institutions have $185M invested in Invesco BulletShares 2026 Municipal Bond ETF in 2025 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 67 increasing their positions, 27 reducing their positions, and 4 closing their positions.

Holders
136
Holders Change
+11
Holders Change %
+8.8%
% of All Funds
1.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
67
Reduced
27
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$4.91M
2
CVA
2
Central Valley Advisors
California
$4.37M
3
VA
3
VestGen Advisors
Illinois
$3.49M
4
Morgan Stanley
4
Morgan Stanley
New York
$12M
5
Jane Street
5
Jane Street
New York
$2.71M

Top Sellers

1
CIM
1
Confluence Investment Management
Missouri
$2.7M
2
CW
2
CreativeOne Wealth
Kansas
$0
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$322K
4
SC
4
Savant Capital
Illinois
$723K
5
ASN
5
Advisory Services Network
Georgia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$15M 633,369 +33,986 +6%
Morgan Stanley
2
Morgan Stanley
New York
$12M 507,971 +130,475 +35%
LPL Financial
3
LPL Financial
California
$9.99M 423,036 +63,309 +18%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$7.3M 308,971 -5,953 -2%
Truist Financial
5
Truist Financial
North Carolina
$7.13M 302,154 +1,939 +0.6%
Bank of America
6
Bank of America
North Carolina
$6.94M 293,812 +56,453 +24%
Invesco
7
Invesco
Georgia
$6.7M 283,951 +37,518 +15%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$4.99M 211,450 +12,048 +6%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$4.91M 207,984 +207,984 New
CVA
10
Central Valley Advisors
California
$4.37M 185,095 +185,095 New
Osaic Holdings
11
Osaic Holdings
Arizona
$4.36M 184,648 +66,114 +56%
UBS Group
12
UBS Group
Switzerland
$4.31M 182,466 +12,938 +8%
Raymond James Financial
13
Raymond James Financial
Florida
$3.6M 152,570 -674 -0.4%
NA
14
NewEdge Advisors
Louisiana
$3.57M 151,395 +29,176 +24%
AUB
15
Atlantic Union Bankshares
Virginia
$3.5M 148,205 +14,070 +10%
VA
16
VestGen Advisors
Illinois
$3.49M 147,811 +147,811 New
OFS
17
OneAscent Financial Services
Alabama
$2.89M 122,451 -4,882 -4%
ADL
18
Asset Dedication LLC
California
$2.71M 114,873 +5,081 +5%
Jane Street
19
Jane Street
New York
$2.71M 114,709 +101,283 +754%
CIM
20
Confluence Investment Management
Missouri
$2.7M 114,340 -101,391 -47%
IWC
21
Integrated Wealth Concepts
Massachusetts
$2.66M 112,481 +21,906 +24%
PWP
22
Precedent Wealth Partners
Texas
$2.39M 101,039 +32,335 +47%
KFI
23
Key Financial Inc
Pennsylvania
$2.32M 98,205 +9,165 +10%
AI
24
Atria Investments
North Carolina
$2.2M 93,156 +41 +0%
MA
25
MONECO Advisors
Connecticut
$2.11M 89,550 +29,248 +49%
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