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Invesco BulletShares 2025 Municipal Bond ETF

27 hedge funds and large institutions have $20.9M invested in Invesco BulletShares 2025 Municipal Bond ETF in 2021 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 11 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
27
Holders Change
Holders Change %
0%
% of All Funds
0.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
11
Reduced
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$3.43M +$230K +8,861 +7%
Morgan Stanley
2
Morgan Stanley
New York
$3.2M +$213K +8,220 +7%
LPL Financial
3
LPL Financial
California
$2.72M -$50.3K -1,939 -2%
BFA
4
Beaumont Financial Advisors
Massachusetts
$2.13M -$76.5K -2,950 -3%
Jane Street
5
Jane Street
New York
$1.56M -$173K -6,660 -10%
CIC
6
Carnegie Investment Counsel
Ohio
$1.04M -$71.4K -2,750 -6%
Osaic Holdings
7
Osaic Holdings
Arizona
$790K +$293K +11,295 +59%
SWP
8
Stratos Wealth Partners
Ohio
$744K +$43.7K +1,686 +6%
ADL
9
Asset Dedication LLC
California
$682K +$268K +10,300 +65%
SHWM
10
Smith & Howard Wealth Management
Georgia
$601K +$52 +2 +0%
SI
11
Stephens Inc
Arkansas
$543K +$252K +9,700 +86%
HighTower Advisors
12
HighTower Advisors
Illinois
$478K +$478K +18,372 New
CPC
13
Cookson Peirce & Co
Pennsylvania
$391K +$102K +3,942 +35%
FNB
14
Farmers National Bank
Kentucky
$296K +$70.3K +2,709 +31%
Creative Planning
15
Creative Planning
Kansas
$290K
KFI
16
Key Financial Inc
Pennsylvania
$268K
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
$261K -$260K
YIA
18
YHB Investment Advisors
Connecticut
$254K
NAM
19
NorthCrest Asset Manangement
Minnesota
$234K +$234K +9,037 New
3LCM
20
3D/L Capital Management
Connecticut
$209K
Wells Fargo
21
Wells Fargo
California
$205K -$12.7K -488 -6%
UBS Group
22
UBS Group
Switzerland
$201K +$52.9K +2,034 +36%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$126K +$87K +3,348 +223%
CAPTRUST Financial Advisors
24
CAPTRUST Financial Advisors
North Carolina
$92K
HWA
25
HHM Wealth Advisors
Tennessee
$51K