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Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) Institutional Ownership

Invesco BulletShares 2026 Municipal Bond ETF logo
$23.52 +0.02 (+0.09%)
As of 07/24/2026 03:52 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Invesco BulletShares 2026 Municipal Bond ETF (NASDAQ:BSMQ)

Number of
Institutional Buyers
(last 12 months)
100
Total
Institutional Inflows
(last 12 months)
$56.02M
Number of
Institutional Sellers
(last 12 months)
55
Total
Institutional Outflows
(last 12 months)
$26.70M
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BSMQ Institutional Buying and Selling by Quarter

Invesco BulletShares 2026 Municipal Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/8/2026 Clark Asset Management LLC37,669$887K0.1%+55.4%0.311%
7/7/2026 CGN Advisors LLC8,872$209K0.0%-23.5%0.073%
6/18/2026Western Wealth Management LLC11,200$265K0.0%-31.7%0.087%
6/8/2026Farmers National Bank54,207$1.28M0.3%-14.8%0.420%
6/3/2026NewEdge Advisors LLC183,173$4.33M0.0%+6.0%1.420%
6/1/2026 Financial Solutions Advisory Group Inc.163,857$3.87M0.5%N/A1.270%
5/29/2026Asset Dedication LLC204,265$4.83M0.3%+12.8%1.583%
5/20/2026Hobbs Group Advisors LLC29,924$707K0.2%+27.3%0.232%
5/19/2026Western Wealth Management LLC11,200$265K0.0%-31.7%0.087%
5/19/2026Bank of America Corp DE554,816$13.11M0.0%+26.6%4.301%
5/18/2026Royal Bank of Canada12,450$294K0.0%-12.0%0.097%
5/15/2026Waverly Advisors LLC52,531$1.24M0.0%+17.3%0.407%
5/14/2026Lido Advisors LLC26,329$622K0.0%-3.9%0.204%
5/13/2026Cetera Investment Advisers34,618$818K0.0%+47.5%0.268%
5/8/2026PNC Financial Services Group Inc.63,871$1.51M0.0%+2.2%0.495%
5/5/2026Sanctuary Advisors LLC18,115$428K0.0%+30.3%0.140%
5/2/2026Diversify Wealth Management LLC9,360$221K0.0%N/A0.073%
5/2/2026Carnegie Investment Counsel15,925$376K0.0%-11.5%0.123%
5/1/2026 Sequoia Financial Advisors LLC21,320$504K0.0%-19.6%0.165%
4/29/2026Axxcess Wealth Management LLC10,566$250K0.0%+8.3%0.082%
4/29/2026Resonant Capital Advisors LLC63,821$1.51M0.1%-1.3%0.495%
4/28/2026Kathmere Capital Management LLC43,009$1.02M0.1%-24.0%0.333%
4/27/2026PAX Financial Group LLC46,122$1.09M0.2%-2.2%0.358%
4/27/2026Private Advisor Group LLC38,537$910K0.0%+11.6%0.299%
4/24/2026Key Financial Inc193,618$4.57M0.8%+53.4%1.501%
4/23/2026 Foundry Financial Group Inc.9,799$232K0.1%+15.3%0.076%
4/23/2026 Members Wealth LLC17,311$408K0.2%-10.5%0.134%
4/22/2026 River Street Advisors LLC22,771$538K0.2%-19.4%0.178%
4/22/2026Tassel Capital Management Inc.16,674$394K0.2%+5.6%0.130%
4/21/2026 OLD Second National Bank of Aurora18,196$430K0.1%-20.1%0.142%
4/20/2026Kestra Private Wealth Services LLC12,339$292K0.0%N/A0.096%
4/17/2026 Webster Bank N. A.39,131$924K0.1%-1.6%0.306%
4/16/2026 Davis Capital Management6,202$147K0.1%-25.3%0.048%
3/12/2026Farmers National Bank63,621$1.50M0.3%-1.2%0.493%
2/24/2026Astoria Portfolio Advisors LLC.40,432$954K0.2%+11.7%0.313%
2/24/2026Coastline Complete Wealth LLC156,640$3.70M2.3%N/A1.214%
2/19/2026Invesco Ltd.377,804$8.93M0.0%+13.8%2.929%
2/19/2026Axxcess Wealth Management LLC9,754$231K0.0%+5.3%0.076%
2/18/2026Beacon Pointe Advisors LLC12,176$288K0.0%-66.8%0.094%
2/18/2026Vermillion & White Wealth Management Group LLC32,531$770K0.4%+14.3%0.252%
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2/18/2026NewEdge Advisors LLC172,804$4.09M0.0%+2.7%1.340%
2/18/2026VestGen Advisors LLC60,835$1.44M0.1%-58.3%0.472%
2/18/2026Opus Financial Solutions LLC16,203$383K0.4%N/A0.126%
2/17/2026Cetera Investment Advisers23,476$555K0.0%+36.2%0.182%
2/17/2026Equitable Holdings Inc.30,354$718K0.0%+177.6%0.235%
2/17/2026Osaic Holdings Inc.217,813$5.15M0.0%+3.9%1.688%
2/17/2026&PARTNERS7,832$185K0.0%N/A0.061%
2/16/2026Tassel Capital Management Inc.15,791$373K0.2%+23.6%0.122%
2/16/2026Venture Visionary Partners LLC8,900$210K0.0%-10.7%0.069%
2/16/2026MML Investors Services LLC90,987$2.15M0.0%+13.7%0.705%
2/16/2026Focus Partners Wealth112,530$2.66M0.0%+11.0%0.872%
2/13/2026Kestra Advisory Services LLC4,921$116K0.0%N/A0.038%
2/13/2026Jacobi Capital Management LLC18,126$429K0.0%+22.3%0.141%
2/13/2026Stifel Financial Corp74,087$1.75M0.0%+21.5%0.574%
2/13/2026Integrated Wealth Concepts LLC186,250$4.40M0.1%+8.4%1.444%
2/13/2026Ausdal Financial Partners Inc.11,969$283K0.0%N/A0.093%
2/13/2026Denver Wealth Management Inc.10,100$239K0.1%-8.6%0.078%
2/13/2026Wells Fargo & Company MN605,684$14.32M0.0%-5.9%4.695%
2/12/2026Jane Street Group LLC79,554$1.88M0.0%+12.6%0.617%
2/12/2026Commonwealth Equity Services LLC110,505$2.61M0.0%-62.1%0.857%
2/12/2026StoneX Group Inc.14,376$340K0.0%-30.5%0.111%
2/12/2026Wagner Wealth Management Corp14,570$344K0.3%N/A0.113%
2/12/2026Steward Partners Investment Advisory LLC26,058$616K0.0%+171.0%0.202%
2/12/2026Collier Financial2,544$60K0.0%-41.5%0.020%
2/11/2026Capital Analysts LLC16,166$382K0.0%+34.8%0.125%
2/11/2026LPL Financial LLC531,212$12.56M0.0%+4.0%4.118%
2/11/2026First Command Advisory Services Inc.45,272$1.07M0.0%-23.0%0.351%
2/10/2026Goldman Sachs Group Inc.138,228$3.27M0.0%-55.1%1.072%
2/10/2026Clear Harbor Asset Management LLC22,465$531K0.0%-8.7%0.174%
2/10/2026Northwestern Mutual Wealth Management Co.88,039$2.08M0.0%+6.9%0.682%
2/9/2026Key Financial Inc126,228$2.99M0.5%+23.4%0.979%
2/9/2026Clearstead Advisors LLC19,021$450K0.0%+28.6%0.147%
2/6/2026Axxcess Wealth Management LLC9,754$231K0.0%+5.3%0.076%
2/6/2026 IFP Advisors Inc2,500$59K0.0%-31.1%0.019%
2/6/2026PNC Financial Services Group Inc.62,506$1.48M0.0%+314.9%0.485%
2/6/2026HighTower Advisors LLC163,159$3.86M0.0%+274.1%1.265%
2/5/2026Hills Bank & Trust Co204,694$4.84M0.3%+65.2%1.587%
2/5/2026Tennessee Valley Asset Management Partners10,437$247K0.0%N/A0.081%
2/5/2026Paulson Wealth Management Inc.57,845$1.37M0.3%+4.8%0.448%
2/5/2026Thrivent Financial for Lutherans136,406$3.23M0.0%+901.6%1.057%
2/5/2026Western Wealth Management LLC16,400$388K0.0%+3.1%0.127%
2/4/2026Moneco Advisors LLC143,271$3.39M0.3%+7.7%1.111%
2/4/2026Atlantic Union Bankshares Corp168,040$3.97M0.1%-3.6%1.303%
2/4/2026Fourth Dimension Wealth LLC18,636$441K0.2%N/A0.144%
2/3/2026 Sequoia Financial Advisors LLC26,509$627K0.0%N/A0.205%
2/3/2026 Foronjy Financial LLC11,400$270K0.1%-43.6%0.088%
2/2/2026Truist Financial Corp309,471$7.32M0.0%+1.4%2.399%
2/2/2026AlphaStar Capital Management LLC40,309$953K0.1%-12.7%0.312%
1/29/2026 Howard Wealth Management LLC21,870$517K0.2%+41.7%0.170%
1/29/2026UBS Group AG221,478$5.24M0.0%+7.0%1.717%
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1/29/2026Kickstand Ventures LLC.20,286$480K0.1%+9.4%0.157%
1/29/2026Resonant Capital Advisors LLC64,664$1.53M0.1%-1.3%0.501%
1/28/2026 Members Wealth LLC19,342$458K0.3%+50.2%0.150%
1/28/2026 Davis Capital Management8,302$196K0.1%-24.8%0.064%
1/28/2026Hobbs Group Advisors LLC23,505$556K0.2%+5.5%0.182%
1/27/2026 Clark Asset Management LLC24,175$572K0.1%-34.5%0.189%
1/27/2026 OLD Second National Bank of Aurora22,770$538K0.1%+4.6%0.178%
1/26/2026 River Street Advisors LLC28,258$668K0.3%+23.2%0.221%
1/26/2026Asset Dedication LLC181,064$4.28M0.3%+22.3%1.415%
1/26/2026 Invariant Investment Management14,600$346K0.2%N/A0.114%


BSMQ Institutional Ownership - Frequently Asked Questions

During the previous two years, 155 institutional investors and hedge funds held shares of Invesco BulletShares 2026 Municipal Bond ETF. The most heavily invested institutionals were Wells Fargo & Company MN ($14.32M), Bank of America Corp DE ($13.11M), LPL Financial LLC ($12.56M), Invesco Ltd. ($8.93M), Truist Financial Corp ($7.32M), UBS Group AG ($5.24M), and Osaic Holdings Inc. ($5.15M).Learn more on Invesco BulletShares 2026 Municipal Bond ETF's institutional investors.

Of the 140 institutional investors that purchased Invesco BulletShares 2026 Municipal Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($312.99K), Truist Financial Corp ($309.95K), Jones Financial Companies Lllp ($250.64K), Bank of America Corp DE ($226.27K), Bank of New York Mellon Corp ($207.98K), Thrivent Financial for Lutherans ($195.08K), and Central Valley Advisors LLC ($185.10K).

Institutional investors have bought a total of 2,370,749 shares in the last 24 months. This purchase volume represents approximately $56.02M in transactions.

Of the 53 institutional investors that sold Invesco BulletShares 2026 Municipal Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Commonwealth Equity Services LLC ($181.37K), Goldman Sachs Group Inc. ($169.79K), Central Valley Advisors LLC ($166.03K), VestGen Advisors LLC ($85.20K), Envestnet Asset Management Inc. ($73.40K), Thrivent Financial for Lutherans ($53.92K), and PNC Financial Services Group Inc. ($40.30K).

Institutional investors have sold a total of 1,129,738 shares in the last 24 months. This volume of shares sold represents approximately $26.70M in transactions.


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This page (NASDAQ:BSMQ) was last updated on 7/25/2026 by MarketBeat.com Staff.
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