Who Owns BSMQ?
Invesco BulletShares 2026 Municipal Bond ETF — Institutional Ownership & 13F Holdings
$23.58
+0.00 (+0.02%)
Market Cap
$296.1M
Shares Outstanding
12,693,055
Institutional Holders
136
Total Inst. Value
$154.7M
% of Float Held
—
QoQ Holder Change
+71
Institutional data as of Q1 2025
New Positions
38
Closed Positions
5
Increased
55
Decreased
24
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | $15.0M | 633,369 |
| 2 | MORGAN STANLEY | $12.0M | 507,971 |
| 3 | TRUIST FINANCIAL CORP | $7.1M | 302,154 |
| 4 | BANK OF AMERICA CORP /DE/ | $6.9M | 293,812 |
| 5 | Invesco Ltd. | $6.7M | 283,951 |
| 6 | JONES FINANCIAL COMPANIES LLLP | $5.0M | 243,370 |
| 7 | Bank of New York Mellon CorpNew | $4.9M | 207,984 |
| 8 | CENTRAL VALLEY ADVISORS, LLCNew | $4.4M | 185,095 |
| 9 | OSAIC HOLDINGS, INC. | $4.4M | 184,648 |
| 10 | UBS Group AG | $4.3M | 182,466 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| WELLS FARGO & COMPANY/MN | +34K | $15.0M |
| MORGAN STANLEY | +130K | $12.0M |
| TRUIST FINANCIAL CORP | +2K | $7.1M |
| BANK OF AMERICA CORP /DE/ | +56K | $6.9M |
| Invesco Ltd. | +38K | $6.7M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| CONFLUENCE INVESTMENT MANAGEMENT LLC | -101K | $3K |
| THRIVENT FINANCIAL FOR LUTHERANS | -18K | $322 |
| Venture Visionary Partners LLC | -15K | $268K |
| Savant Capital, LLC | -14K | $723K |
| AlphaStar Capital Management, LLC | -9K | $956K |
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Frequently Asked Questions
How many institutional investors hold BSMQ?
As of Q1 2025, 136 institutional investors report holding BSMQ (Invesco BulletShares 2026 Municipal Bond ETF) in their 13F filings.
Which hedge fund owns the most BSMQ?
The largest institutional holder of BSMQ is WELLS FARGO & COMPANY/MN with $15.0M in shares.
Are institutions buying or selling BSMQ?
This quarter, 38 institutions opened new positions in BSMQ and 5 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.