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Invesco BulletShares 2026 Municipal Bond ETF

142 hedge funds and large institutions have $190M invested in Invesco BulletShares 2026 Municipal Bond ETF in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 60 increasing their positions, 41 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

46% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 41

3% more funds holding

Funds holding: 138142 (+4)

1% more capital invested

Capital invested by funds: $188M → $190M (+$2.13M)

4.15% less ownership

Funds ownership: 69.58%65.44% (-4.1%)

Holders
142
Holders Change
+4
Holders Change %
+2.9%
% of All Funds
1.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
60
Reduced
41
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$15.1M +$177K +7,565 +1%
LPL Financial
2
LPL Financial
California
$11.8M +$1.83M +77,961 +18%
Morgan Stanley
3
Morgan Stanley
New York
$10.9M -$1.07M -45,435 -9%
Bank of America
4
Bank of America
North Carolina
$8.03M +$1.1M +46,886 +16%
Truist Financial
5
Truist Financial
North Carolina
$7.04M -$74.9K -3,193 -1%
Invesco
6
Invesco
Georgia
$6.98M +$284K +12,121 +4%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$6.88M -$401K -17,097 -6%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$4.63M -$269K -11,455 -6%
CVA
9
Central Valley Advisors
California
$4.3M -$62.7K -2,671 -1%
UBS Group
10
UBS Group
Switzerland
$4.19M -$107K -4,574 -3%
Osaic Holdings
11
Osaic Holdings
Arizona
$4.01M -$340K -14,477 -8%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$4.01M -$970K -41,370 -20%
AUB
13
Atlantic Union Bankshares
Virginia
$3.89M +$401K +17,116 +12%
NA
14
NewEdge Advisors
Louisiana
$3.79M +$219K +9,348 +6%
Raymond James Financial
15
Raymond James Financial
Florida
$3.75M +$153K +6,507 +4%
VA
16
VestGen Advisors
Illinois
$3.53M +$48.3K +2,057 +1%
IWC
17
Integrated Wealth Concepts
Massachusetts
$3.51M +$859K +36,607 +33%
OFS
18
OneAscent Financial Services
Alabama
$3.11M +$225K +9,608 +8%
ADL
19
Asset Dedication LLC
California
$3.1M +$392K +16,708 +15%
MA
20
MONECO Advisors
Connecticut
$3.06M +$948K +40,428 +45%
PWP
21
Precedent Wealth Partners
Texas
$2.62M +$236K +10,046 +10%
CIM
22
Confluence Investment Management
Missouri
$2.61M -$82.1K -3,502 -3%
KFI
23
Key Financial Inc
Pennsylvania
$2.46M +$145K +6,166 +6%
Focus Partners Wealth
24
Focus Partners Wealth
Massachusetts
$2.11M +$207K +8,826 +11%
Jane Street
25
Jane Street
New York
$1.99M -$708K -30,185 -26%

BSMQ Hedge Fund Activity: Q2 2025 in Review

142 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) for Q2 2025, worth a combined $190M — up 1.1% from $188M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new BSMQ positions and 8 closed out — a net gain of 7 holders — while 60 added to existing stakes and 41 trimmed.

The largest buyer was LPL Financial, adding an estimated $1.83M. The largest seller was Atria Investments, exiting entirely with an estimated $2.2M sold.

  • 142 institutional investors held Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) as of Q2 2025, up from 138 in Q1 2025.
  • Funds reported $190M of Invesco BulletShares 2026 Municipal Bond ETF stock for Q2 2025, up 1.1% quarter-over-quarter.
  • 15 funds opened new Invesco BulletShares 2026 Municipal Bond ETF positions in Q2 2025 and 8 closed out, a net change of +7 holders.
  • The largest Invesco BulletShares 2026 Municipal Bond ETF buyer in Q2 2025 was LPL Financial, an estimated $1.83M added.
  • The largest Invesco BulletShares 2026 Municipal Bond ETF seller in Q2 2025 was Atria Investments, an estimated $2.2M sold.

Based on aggregated 13F filings for Q2 2025.