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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
OSNBOA
76
Old Second National Bank of Aurora
Illinois
$538K +$23.6K +1,000 +5%
CHAM
77
Clear Harbor Asset Management
Connecticut
$531K -$50.8K -2,150 -9%
TF
78
TLWM Financial
Texas
$522K -$4.72K -200 -0.9%
HWM
79
Howard Wealth Management
Connecticut
$517K +$152K +6,435 +42%
STA
80
Summit Trail Advisors
New York
$482K +$482K +20,387 New
KV
81
Kickstand Ventures
New York
$480K +$41.3K +1,750 +9%
HT
82
Heritage Trust
Oklahoma
$464K
MW
83
Members Wealth
Pennsylvania
$458K +$153K +6,462 +50%
YP
84
YANKCOM Partnership
South Dakota
$457K -$49.6K -2,100 -10%
CA
85
Clearstead Advisors
Ohio
$450K +$99.8K +4,226 +29%
BEI
86
Benjamin Edwards Inc
Missouri
$447K +$5.46K +231 +1%
FDW
87
Fourth Dimension Wealth
Ohio
$441K +$440K +18,636 New
JCM
88
Jacobi Capital Management
Pennsylvania
$429K +$78K +3,300 +22%
CIC
89
Carnegie Investment Counsel
Ohio
$425K
HI
90
Harbour Investments
Wisconsin
$422K +$2.76K +117 +0.7%
WAP
91
Wealthcare Advisory Partners
Pennsylvania
$420K
BFA
92
Bill Few Associates
Pennsylvania
$413K
AA
93
Addison Advisors
Vermont
$412K +$9.57K +405 +2%
YWS
94
Yarger Wealth Strategies
Ohio
$409K +$2.67K +113 +0.7%
WWM
95
Western Wealth Management
Colorado
$388K +$11.8K +500 +3%
CVA
96
Central Valley Advisors
California
$388K -$49.8K -2,107 -11%
OFS
97
Opus Financial Solutions
Illinois
$383K +$383K +16,203 New
CAL
98
Capital Analysts LLC
Pennsylvania
$382K +$98.6K +4,174 +35%
TCM
99
Tassel Capital Management
North Carolina
$373K +$71.2K +3,014 +24%
LC
100
Landaas & Company
Wisconsin
$366K +$130K +5,497 +55%