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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
AWM
126
Axxcess Wealth Management
California
$231K +$11.7K +495 +5%
DAS
127
Diversify Advisory Services
Utah
$220K +$945 +40 +0.4%
NFG
128
Nations Financial Group
Iowa
$220K +$189 +8 +0.1%
VVP
129
Venture Visionary Partners
Ohio
$210K -$25.1K -1,063 -11%
BCM
130
Brookstone Capital Management
Illinois
$207K +$709 +30 +0.3%
FF
131
Francis Financial
$204K
FFG
132
Foundry Financial Group
New Hampshire
$201K
CBT
133
Crews Bank & Trust
Florida
$200K
DCM
134
Davis Capital Management
Florida
$196K -$64.8K -2,745 -25%
PTC
135
Private Trust Company
Ohio
$171K
KOCAA
136
Knights of Columbus Asset Advisors
Connecticut
$167K
LFG
137
Larson Financial Group
Missouri
$126K
KAS
138
Kestra Advisory Services
Texas
$116K +$116K +4,921 New
GWM
139
Geneos Wealth Management
Colorado
$84.5K
NL
140
NorthAvenue LLC
Ohio
$74.3K +$74.3K +3,144 New
CF
141
Collier Financial
Colorado
$60.2K -$42.6K -1,804 -41%
IA
142
IFP Advisors
Florida
$59.1K -$26.6K -1,128 -31%
AWM
143
AE Wealth Management
Kansas
$47.3K +$47.2K +2,000 New
MCM
144
MAI Capital Management
Ohio
$33K +$236 +10 +0.7%
OP
145
ORG Partners
Indiana
$20.1K
NSG
146
Nalls Sherbakoff Group
Tennessee
$18.7K +$71 +3 +0.4%
AF
147
Advisornet Financial
Minnesota
$14.3K
Carson Wealth (CWM LLC)
148
Carson Wealth (CWM LLC)
Nebraska
$14K -$243K -10,292 -95%
TC
149
Trust Company
Kansas
$9.43K +$9.43K +399 New
CFGA
150
Cambridge Financial Group (Arizona)
Arizona
-$395K -16,727 Closed