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Invesco BulletShares 2026 Municipal Bond ETF

148 hedge funds and large institutions have $216M invested in Invesco BulletShares 2026 Municipal Bond ETF in 2025 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 76 increasing their positions, 29 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 5

162% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 29

8% more capital invested

Capital invested by funds: $200M → $216M (+$16M)

6% more funds holding

Funds holding: 140148 (+8)

2.51% more ownership

Funds ownership: 68.79%71.3% (+2.5%)

Holders
148
Holders Change
+8
Holders Change %
+5.71%
% of All Funds
1.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
76
Reduced
29
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
51
AlphaStar Capital Management
North Carolina
$953K -$139K -5,866 -13%
WB
52
Webster Bank
Connecticut
$940K +$599K +25,350 +176%
SPA
53
Sentinel Pension Advisors
Massachusetts
$901K +$1.65K +70 +0.2%
MWM
54
Meridian Wealth Management
Kentucky
$895K
OIA
55
OneDigital Investment Advisors
Kansas
$821K
PAG
56
Private Advisor Group
New Jersey
$817K -$8.76K -371 -1%
Brown Advisory
57
Brown Advisory
Maryland
$813K
AWM
58
Accurate Wealth Management
Florida
$794K +$116K +4,909 +17%
VWWMG
59
Vermillion & White Wealth Management Group
Pennsylvania
$770K +$96.4K +4,081 +14%
KOC
60
Koss-Olinger Consulting
Florida
$739K +$1.77K +75 +0.2%
SC
61
Savant Capital
Illinois
$721K +$425 +18 +0.1%
EH
62
Equitable Holdings
New York
$718K +$459K +19,421 +178%
MWM
63
Marietta Wealth Management
Georgia
$717K
FFA
64
Farther Finance Advisors
California
$715K +$342K +14,478 +92%
CAPTRUST Financial Advisors
65
CAPTRUST Financial Advisors
North Carolina
$687K +$1.47K +62 +0.2%
RSA
66
River Street Advisors
Illinois
$668K +$126K +5,314 +23%
Lido Advisors
67
Lido Advisors
California
$648K
SFA
68
Sequoia Financial Advisors
Ohio
$627K +$626K +26,509 New
SPIA
69
Steward Partners Investment Advisory
New York
$616K +$388K +16,441 +171%
WA
70
WESPAC Advisors
California
$616K
CAM
71
Clark Asset Management
New Hampshire
$572K -$301K -12,725 -34%
HGA
72
Hobbs Group Advisors
South Carolina
$556K +$29.2K +1,235 +6%
Cetera Investment Advisers
73
Cetera Investment Advisers
Illinois
$555K +$147K +6,237 +36%
AFA
74
AA Financial Advisors
Ohio
$552K +$40.2K +1,703 +8%
HWM
75
Horizons Wealth Management
North Carolina
$541K +$228K +9,647 +73%