Who Owns Invesco BulletShares 2026 Municipal Bond ETF (BSMQ)?Hedge Fund & Institutional Holders

$23.64+0.01 (+0.04%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+10 / -4

Price History

$23.20$23.34$23.47$23.60$23.74Aug 24May 25Mar 26

BSMQ — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
BANK OF AMERICA CORP /DE/Increased+49K+$9.0B
MONECO ADVISORS, LLCNew Position+143K+$3.4B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+111K+$2.0B
Resonant Capital Advisors, LLCNew Position+65K+$1.5B
CONFLUENCE INVESTMENT MANAGEMENT LLCIncreased+59K+$1.4B
Kathmere Capital Management, LLCNew Position+57K+$1.3B
Elequin Capital, LPNew Position+56K+$1.3B
Cornerstone Wealth Management, LLCNew Position+50K+$1.2B
Invesco Ltd.Increased+46K+$1.1B
First Command Advisory Services, Inc.New Position+45K+$1.1B
JONES FINANCIAL COMPANIES LLLPNew Position+43K+$1.0B
Accurate Wealth Management, LLCNew Position+34K+$793.0M
Asset Dedication, LLCIncreased+33K+$784.5M
Koss-Olinger Consulting, LLCNew Position+31K+$739.0M
AMERIPRISE FINANCIAL INCIncreased+30K+$669.5M

BSMQ — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
GOLDMAN SACHS GROUP INCDecreased-170K-$4.3B
VestGen Advisors, LLCDecreased-85K-$2.4B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-76K-$1.9B
WELLS FARGO & COMPANY/MNDecreased-38K-$1.2B
Beacon Pointe Advisors, LLCDecreased-24K-$865.8M
Astoria Portfolio Advisors LLC.Closed Position-36K-$855.9M
Private Advisor Group, LLCDecreased-371-$824.6M
Sterling Financial Group, Inc.Closed Position-27K-$626.3M
StoneX Group Inc.Decreased-6K-$488.4M
Cambridge Financial Group, LLCClosed Position-17K-$395.2M
HUNTINGTON NATIONAL BANKDecreased-1K-$338.5M
Venture Visionary Partners LLCDecreased-1K-$235.4M
HUB Investment Partners, LLCClosed Position-8K-$200.5M
PRECEDENT WEALTH PARTNERS, LLCDecreased-6K-$147.0M
AlphaStar Capital Management, LLCDecreased-6K-$137.9M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1WELLS FARGO & COMPANY/MN510,727$12.0B0.00%Share
2Invesco Ltd.377,804$8.9B0.00%Share
3BANK OF AMERICA CORP /DE/378,358$8.0B0.00%Share
4UBS Group AG221,478$5.2B0.00%Share
5Asset Dedication, LLC181,064$4.3B0.28%Share
6CONFLUENCE INVESTMENT MANAGEMENT LLC163,801$3.9B0.06%Share
7MONECO ADVISORS, LLC143,271$3.4B0.27%Share
8OSAIC HOLDINGS, INC.163,822$3.0B0.00%Share
9GOLDMAN SACHS GROUP INC138,228$3.0B0.00%Share
10PRECEDENT WEALTH PARTNERS, LLC122,388$2.9B0.61%Share
11Legacy Private Trust Co.97,165$2.3B0.13%Share
12Focus Partners Wealth112,530$2.0B0.00%Share
13COMMONWEALTH EQUITY SERVICES, LLC110,505$2.0B0.00%Share
14WELLS FARGO & COMPANY/MN94,957$2.0B0.00%Share
15AMERIPRISE FINANCIAL INC85,960$2.0B0.00%Share
16RAYMOND JAMES FINANCIAL INC125,790$2.0B0.00%Share
17Resonant Capital Advisors, LLC64,664$1.5B0.08%Share
18Farmers National Bank62,580$1.5B0.33%Share
19Kathmere Capital Management, LLC56,599$1.3B0.09%Share
20Elequin Capital, LP55,747$1.3B0.10%Share
21Cornerstone Wealth Management, LLC50,174$1.2B0.06%Share
22First Command Advisory Services, Inc.45,272$1.1B0.01%Share
23VOISARD ASSET MANAGEMENT GROUP, INC.45,275$1.1B0.23%Share
24JONES FINANCIAL COMPANIES LLLP43,413$1.0B0.00%Share
25STIFEL FINANCIAL CORP74,087$1.0B0.00%Share
26OSAIC HOLDINGS, INC.53,991$1.0B0.00%Share
27Aptus Capital Advisors, LLC61,684$1.0B0.01%Share
28VestGen Advisors, LLC60,835$1.0B0.04%Share
29PNC FINANCIAL SERVICES GROUP, INC.62,506$1.0B0.00%Share
30BANK OF AMERICA CORP /DE/59,918$1.0B0.00%Share
31AlphaStar Capital Management, LLC40,309$953.0M0.07%Share
32Accurate Wealth Management, LLC33,535$793.0M0.10%Share
33Vermillion & White Wealth Management Group, LLC32,531$769.0M0.42%Share
34Koss-Olinger Consulting, LLC31,256$739.0M0.06%Share
35Farther Finance Advisors, LLC30,223$714.0M0.01%Share
36River Street Advisors LLC28,258$668.0M0.25%Share
37WESPAC Advisors, LLC26,036$615.0M0.33%Share
38Clark Asset Management, LLC24,175$571.0M0.06%Share
39Hobbs Group Advisors, LLC23,505$555.0M0.17%Share
40AA Financial Advisors, LLC23,357$552.0M0.10%Share
41Horizons Wealth Management22,863$540.0M0.35%Share
42HOWARD WEALTH MANAGEMENT, LLC21,870$517.0M0.23%Share
43OLD SECOND NATIONAL BANK OF AURORA21,543$509.0M0.10%Share
44KICKSTAND VENTURES, LLC.20,286$479.0M0.10%Share
45MEMBERS WEALTH LLC19,342$458.0M0.29%Share
46Fourth Dimension Wealth, LLC18,636$440.0M0.16%Share
47Jacobi Capital Management LLC18,126$428.0M0.02%Share
48Carnegie Investment Counsel17,985$425.0M0.01%Share
49Wealthcare Advisory Partners LLC17,754$419.0M0.01%Share
50Bill Few Associates, Inc.17,462$412.0M0.10%Share

BSMQ Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025145$100.7B+63
Q3 202582$116.8B-48
Q2 2025130$143.5B-6
Q1 2025136$173.0B+32
Q4 2024104$964.1B+27
Q3 202477$14.9T+0
Q2 202477$4.6T+12
Q1 202465$4.9T—

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As of Q4 2025, 50 institutional investors hold BSMQ (Invesco BulletShares 2026 Municipal Bond ETF). The largest holder is WELLS FARGO & COMPANY/MN with $12.0B in shares. This quarter, 10 institutions opened new positions and 4 closed their positions.

Frequently Asked Questions

How many hedge funds own BSMQ?

As of Q4 2025, 50 institutional investors report holding BSMQ (Invesco BulletShares 2026 Municipal Bond ETF) in their 13F filings.

Who is the largest institutional holder of BSMQ?

The largest institutional holder of BSMQ is WELLS FARGO & COMPANY/MN with $12.0B in shares.

Is institutional ownership of BSMQ increasing or decreasing?

This quarter, 10 institutions opened new positions in BSMQ and 4 closed their positions.