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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
MWM
51
Meridian Wealth Management
Kentucky
$625K
Jones Financial Companies
52
Jones Financial Companies
Missouri
$605K
VWWMG
53
Vermillion & White Wealth Management Group
Pennsylvania
$602K
DWM
54
Denver Wealth Management
Colorado
$601K
Stifel Financial
55
Stifel Financial
Missouri
$579K
BPA
56
Beacon Pointe Advisors
California
$557K
FDW
57
Fourth Dimension Wealth
Ohio
$542K
Truist Financial
58
Truist Financial
North Carolina
$533K
TF
59
TLWM Financial
Texas
$528K
OIA
60
OneDigital Investment Advisors
Kansas
$511K
SFG
61
Sterling Financial Group
California
$508K
OWA
62
ORBA Wealth Advisors
Illinois
$491K
VAMG
63
Voisard Asset Management Group
Michigan
$483K
CHAM
64
Clear Harbor Asset Management
Connecticut
$477K
CAPTRUST Financial Advisors
65
CAPTRUST Financial Advisors
North Carolina
$472K
Wealth Enhancement Advisory Services
66
Wealth Enhancement Advisory Services
Minnesota
$456K
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
$440K
CVA
68
Central Valley Advisors
California
$437K
HI
69
Harbour Investments
Wisconsin
$434K
SG
70
StoneX Group
New York
$432K
NPAN
71
Northeast Planning Associates NH
New Hampshire
$431K
WA
72
WESPAC Advisors
California
$425K
WA
73
Waverly Advisors
Alabama
$390K
HGA
74
Hobbs Group Advisors
South Carolina
$383K
CFGA
75
Cambridge Financial Group (Arizona)
Arizona
$367K