Invesco BulletShares 2026 Municipal Bond
BSMQ • NASDAQ
Invesco BulletShares 2026 Municipal Bond is an exchange-traded fund on NASDAQ. As of Q3 2025, 138 institutional investors hold shares in this ETF, with total holdings valued at $201.3M. WELLS FARGO & COMPANY/MN is the largest holder with a position valued at $15.2M.
Overview
Overview of institutional ownership in BSMQ as of Q3 2025
All Institutions
- Institutions
- 138
- Value Held
- $201.3M
- Shares Held
- 8.5M
- Avg Position
- $1.5M
- Median Position
- $509.0K
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Biggest Investors
Institutions with the largest positions in BSMQ as of Q3 2025
| Institution | Position Value |
|---|---|
 WELLS FARGO & COMPANY/MN Institution | $15.2M 0.00% of portfolio |
L LPL Financial LLC Institution | $12.1M 0.00% of portfolio |
 BANK OF AMERICA CORP /DE/ Institution | $9.2M 0.00% of portfolio |
 Invesco Ltd. ETF Provider | $7.8M 0.00% of portfolio |
 MORGAN STANLEY RIA/Wealth | $7.4M 0.00% of portfolio |
 GOLDMAN SACHS GROUP INC Institution | $7.3M 0.00% of portfolio |
 BB&T CORP Institution | $7.2M 0.01% of portfolio |
 COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | $6.9M 0.01% of portfolio |
 Summit Financial, LLC RIA/Wealth | $5.0M 0.08% of portfolio |
A Advisor Group Holdings, Inc. Institution | $4.9M 0.01% of portfolio |
Net Capital Flow
Institutional buying and selling activity for BSMQ in Q3 2025
- Traded
- +$11.7M
- Buyers
- 75
- Sellers
- 46
- Total Bought
- +$27.2M
- Total Sold
- −$15.5M
- Avg Position
- $1.4M
Biggest Buyers
| Institution | Net Bought |
|---|---|
GOLDMAN SACHS GROUP INC Institution | +$7.3M +308.0K shares |
Summit Financial, LLC RIA/Wealth | +$5.0M +211.9K shares |
BANK OF AMERICA CORP /DE/ Institution | +$1.2M +49.0K shares |
 AMERIPRISE FINANCIAL INC Institution | +$1.1M +46.1K shares |
H Hills Bank & Trust Co Institution | +$1.1M +45.8K shares |
A Advisor Group Holdings, Inc. Institution | +$929.6K +39.4K shares |
Invesco Ltd. ETF Provider | +$850.1K +36.0K shares |
 UBS Group AG Institution | +$685.4K +29.0K shares |
 SIGNATUREFD, LLC RIA/Wealth | +$600.6K +25.4K shares |
 Integrated Wealth Concepts LLC RIA/Wealth | +$538.0K +22.8K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
C CENTRAL VALLEY ADVISORS, LLC Institution | −$3.9M −163.9K shares |
MORGAN STANLEY RIA/Wealth | −$3.6M −150.8K shares |
 THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager | −$1.3M −53.9K shares |
 Focus Financial Network, Inc. RIA/Wealth | −$921.8K −39.1K shares |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | −$756.8K −32.0K shares |
E ELEQUIN CAPITAL LP Hedge Fund•Multi-Strategy | −$641.6K −27.2K shares |
 Duncan Williams Asset Management, LLC RIA/Wealth | −$436.7K −18.5K shares |
 Garrett Investment Advisors LLC RIA/Wealth | −$406.2K −17.2K shares |
J JANE STREET GROUP, LLC Institution | −$328.1K −13.9K shares |
−$313.6K −13.3K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited BSMQ in Q3 2025
- New Positions
- 3
- New Value
- $5.6M
- Exited Positions
- 11
- Exited Value
- $3.2M
New Positions
| Institution | Position Value |
|---|---|
Summit Financial, LLC RIA/Wealth | $5.0M 211.9K shares |
 Hartland & Co., LLC RIA/Wealth | $349.5K 14.8K shares |
 NATIONS FINANCIAL GROUP INC, /IA/ /ADV RIA/Wealth | $219.3K 9.3K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
Focus Financial Network, Inc. RIA/Wealth | $921.8K 39.1K shares |
E ELEQUIN CAPITAL LP Hedge Fund•Multi-Strategy | $641.6K 27.2K shares |
Duncan Williams Asset Management, LLC RIA/Wealth | $436.7K 18.5K shares |
 Eqis Capital Management, Inc. RIA/Wealth | $281.0K 11.9K shares |
$226.5K 9.6K shares | |
C CARY STREET PARTNERS FINANCIAL LLC Institution | $210.9K 9.0K shares |
 Mutual Advisors, LLC RIA/Wealth | $210.0K 8.9K shares |
B BRYN MAWR TRUST CO/PA Institution | $99.3K 4.2K shares |
C COMERICA BANK Institution | $72.4K 3.1K shares |
 Anchor Investment Management, LLC RIA/Wealth | $70.7K 3.0K shares |
Options Activity
Institutions with the largest Call and Put options positions in BSMQ as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with BSMQ as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
 Farnam Financial LLC RIA/Wealth | 1.03% $1.3M |
P PRECEDENT WEALTH PARTNERS, LLC RIA/Wealth | 0.69% $3.0M |
 Key FInancial Inc RIA/Wealth | 0.45% $2.4M |
0.44% $672.1K | |
 WESPAC Advisors, LLC RIA/Wealth | 0.36% $615.1K |
O OneAscent Financial Services LLC RIA/Wealth | 0.31% $3.3M |
 Paulson Wealth Management Inc. RIA/Wealth | 0.31% $1.3M |
 Astoria Portfolio Advisors LLC. Fund of Funds | 0.27% $855.9K |
 MONECO Advisors, LLC RIA/Wealth | 0.26% $3.1M |
 Cooksen Wealth, LLC RIA/Wealth | 0.26% $349.1K |