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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
OFA
101
Oak Family Advisors
Illinois
$363K
CA
102
CGN Advisors
Kansas
$361K -$50.2K -2,124 -12%
WWA
103
Wingate Wealth Advisors
Massachusetts
$360K +$2.34K +99 +0.7%
SWM
104
Silverlake Wealth Management
Vermont
$353K +$43.6K +1,844 +14%
CW
105
Cooksen Wealth
Texas
$349K
IIM
106
Invariant Investment Management
Pennsylvania
$346K +$345K +14,600 New
WWMP
107
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$344K +$344K +14,570 New
SG
108
StoneX Group
New York
$340K -$149K -6,297 -30%
Wealth Enhancement Advisory Services
109
Wealth Enhancement Advisory Services
Minnesota
$338K +$25.7K +1,089 +8%
Royal Bank of Canada
110
Royal Bank of Canada
Ontario, Canada
$335K +$7.32K +310 +2%
SA
111
Sanctuary Advisors
Indiana
$329K +$9.87K +418 +3%
IWM
112
IHT Wealth Management
Illinois
$314K
HNB
113
Huntington National Bank
Ohio
$308K
OFG
114
Opulen Financial Group
Virginia
$302K +$1.96K +83 +0.7%
BPA
115
Beacon Pointe Advisors
California
$288K -$578K -24,470 -67%
PFS
116
Prospera Financial Services
Texas
$288K +$189 +8 +0.1%
P
117
&Partners
Tennessee
$285K +$185K +7,832 New
AFP
118
Ausdal Financial Partners
Iowa
$283K +$283K +11,969 New
FF
119
Foronjy Financial
California
$270K -$208K -8,812 -44%
NPAN
120
Northeast Planning Associates NH
New Hampshire
$262K
ASN
121
Advisory Services Network
Georgia
$260K
SFG
122
SNS Financial Group
Minnesota
$251K
TVAMP
123
Tennessee Valley Asset Management Partners
Tennessee
$247K +$247K +10,437 New
KBFS
124
Kohmann Bosshard Financial Services
Ohio
$244K
DWM
125
Denver Wealth Management
Colorado
$239K -$22.4K -950 -9%