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Invesco BulletShares 2026 Municipal Bond ETF

145 hedge funds and large institutions have $220M invested in Invesco BulletShares 2026 Municipal Bond ETF in 2026 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 59 increasing their positions, 41 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 41

1.96% more ownership

Funds ownership: 71.3%73.26% (+2%)

2% more capital invested

Capital invested by funds: $216M → $220M (+$3.93M)

6% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 17

2% less funds holding

Funds holding: 148145 (-3)

Holders
145
Holders Change
-3
Holders Change %
-2.03%
% of All Funds
1.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
59
Reduced
41
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
51
Meridian Wealth Management
Kentucky
$894K
ACM
52
AlphaStar Capital Management
North Carolina
$853K -$99.1K -4,189 -10%
SPA
53
Sentinel Pension Advisors
Massachusetts
$853K -$46.9K -1,984 -5%
OIA
54
OneDigital Investment Advisors
Kansas
$820K
Cetera Investment Advisers
55
Cetera Investment Advisers
Illinois
$818K +$264K +11,142 +47%
Brown Advisory
56
Brown Advisory
Maryland
$813K
VWWMG
57
Vermillion & White Wealth Management Group
Pennsylvania
$773K +$4.66K +197 +0.6%
BPA
58
Beacon Pointe Advisors
California
$722K +$435K +18,387 +151%
MWM
59
Marietta Wealth Management
Georgia
$717K
SC
60
Savant Capital
Illinois
$715K -$5.27K -223 -0.7%
HGA
61
Hobbs Group Advisors
South Carolina
$707K +$152K +6,419 +27%
CAPTRUST Financial Advisors
62
CAPTRUST Financial Advisors
North Carolina
$688K +$1.56K +66 +0.2%
SPIA
63
Steward Partners Investment Advisory
New York
$685K +$69.7K +2,947 +11%
Lido Advisors
64
Lido Advisors
California
$622K -$25.6K -1,081 -4%
FCAS
65
First Command Advisory Services
Texas
$619K -$451K -19,070 -42%
WA
66
WESPAC Advisors
California
$615K
EH
67
Equitable Holdings
New York
$598K -$120K -5,084 -17%
HWM
68
Howard Wealth Management
Connecticut
$588K +$71.2K +3,010 +14%
CAM
69
Clark Asset Management
New Hampshire
$573K +$1.49K +63 +0.3%
CHAM
70
Clear Harbor Asset Management
Connecticut
$552K +$21.1K +890 +4%
AFA
71
AA Financial Advisors
Ohio
$544K -$7.9K -334 -1%
CBT
72
Crews Bank & Trust
Florida
$540K +$341K +14,400 +170%
HWM
73
Horizons Wealth Management
North Carolina
$540K
RSA
74
River Street Advisors
Illinois
$538K -$130K -5,487 -19%
HI
75
Harbour Investments
Wisconsin
$529K +$108K +4,553 +26%