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Invesco BulletShares 2025 Municipal Bond ETF

116 hedge funds and large institutions have $153M invested in Invesco BulletShares 2025 Municipal Bond ETF in 2025 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 25 increasing their positions, 47 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less first-time investments, than exits

New positions opened: | Existing positions closed:

47% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 47

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
116
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$1.45M
PNC Financial Services Group
27
PNC Financial Services Group
Pennsylvania
$1.31M
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$1.31M
PWM
29
Paulson Wealth Management
Illinois
$1.27M
EH
30
Equitable Holdings
New York
$1.26M
SC
31
Savant Capital
Illinois
$1.17M
PFG
32
PAX Financial Group
Texas
$1.12M
CWM
33
Cornerstone Wealth Management
Missouri
$1.05M
ACM
34
AlphaStar Capital Management
North Carolina
$1.04M
WB
35
Webster Bank
Connecticut
$1.03M
FCAS
36
First Command Advisory Services
Texas
$981K
TVAMP
37
Tennessee Valley Asset Management Partners
Tennessee
$941K
AQR Capital Management
38
AQR Capital Management
Connecticut
$927K
Lido Advisors
39
Lido Advisors
California
$842K
VA
40
VestGen Advisors
Illinois
$836K
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$834K
Brown Advisory
42
Brown Advisory
Maryland
$809K
AFA
43
AA Financial Advisors
Ohio
$786K
PAG
44
Private Advisor Group
New Jersey
$772K
APA
45
Astoria Portfolio Advisors
New York
$768K
KOC
46
Koss-Olinger Consulting
Florida
$733K
MWM
47
Marietta Wealth Management
Georgia
$718K
AWM
48
Accurate Wealth Management
Florida
$690K
CA
49
CGN Advisors
Kansas
$674K
SPA
50
Sentinel Pension Advisors
Massachusetts
$632K