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Invesco BulletShares 2025 Municipal Bond ETF

74 hedge funds and large institutions have $106M invested in Invesco BulletShares 2025 Municipal Bond ETF in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 39 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
+7
Holders Change %
+10.45%
% of All Funds
1.18%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
39
Reduced
11
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RJFSA
51
Raymond James Financial Services Advisors
Florida
$376K +$376K +15,333 New
WB
52
Webster Bank
Connecticut
$342K +$34.5K +1,405 +11%
MML Investors Services
53
MML Investors Services
Massachusetts
$331K +$16.1K +654 +5%
WA
54
WESPAC Advisors
California
$324K +$324K +13,188 New
LWMG
55
Levy Wealth Management Group
Pennsylvania
$303K +$303K +12,342 New
KOC
56
Koss-Olinger Consulting
Florida
$301K +$27.8K +1,133 +10%
LIM
57
Leavell Investment Management
Alabama
$291K +$44.6K +1,815 +18%
Stifel Financial
58
Stifel Financial
Missouri
$272K -$810 -33 -0.3%
Jane Street
59
Jane Street
New York
$251K -$1.5M -61,314 -86%
KBFS
60
Kohmann Bosshard Financial Services
Ohio
$248K +$442 +18 +0.2%
CG
61
Colony Group
Massachusetts
$229K
NAM
62
NorthCrest Asset Manangement
Minnesota
$222K +$222K +9,037 New
BFA
63
Bill Few Associates
Pennsylvania
$216K
ACM
64
Arlington Capital Management
Illinois
$214K +$214K +8,719 New
JCM
65
J2 Capital Management
Michigan
$214K -$32.6K -1,328 -13%
TF
66
TLWM Financial
Texas
$212K -$37.6K -1,531 -15%
Creative Planning
67
Creative Planning
Kansas
$204K
OSNBOA
68
Old Second National Bank of Aurora
Illinois
$143K +$131K +5,324 +1,036%
CAL
69
Capital Analysts LLC
Pennsylvania
$52K
NSG
70
Nalls Sherbakoff Group
Tennessee
$35.9K +$35.9K +1,463 New
BTI
71
Blue Trust Inc
Georgia
$17K +$17K +700 New
ASN
72
Advisory Services Network
Georgia
$16.5K +$2.9K +118 +21%
AF
73
Advisornet Financial
Minnesota
$14.5K
Commonwealth Equity Services
74
Commonwealth Equity Services
Massachusetts
$3.16K +$1.63K +66,512 +107%
Susquehanna International Group
75
Susquehanna International Group
Pennsylvania
-$487K -20,044 Closed