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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
DWM
126
Diversify Wealth Management
Utah
$221K +$221K +9,360 New
NFG
127
Nations Financial Group
Iowa
$220K +$237 +10 +0.1%
FF
128
Foronjy Financial
California
$216K -$53.7K -2,271 -20%
WWMP
129
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$216K -$129K -5,448 -37%
Wealth Enhancement Advisory Services
130
Wealth Enhancement Advisory Services
Minnesota
$212K -$126K -5,324 -37%
VVP
131
Venture Visionary Partners
Ohio
$210K
PTC
132
Private Trust Company
Ohio
$171K
KOCAA
133
Knights of Columbus Asset Advisors
Connecticut
$167K
DCM
134
Davis Capital Management
Florida
$147K -$49.7K -2,100 -25%
LFG
135
Larson Financial Group
Missouri
$126K
IA
136
IFP Advisors
Florida
$117K +$57.9K +2,447 +98%
GWM
137
Geneos Wealth Management
Colorado
$84.5K
NL
138
NorthAvenue LLC
Ohio
$74.3K
AWM
139
AE Wealth Management
Kansas
$47.3K
CF
140
Collier Financial
Colorado
$45.5K -$14.6K -619 -24%
IWS
141
Intentional Wealth Strategies
Colorado
$24.4K +$24.5K +1,034 New
GSEP
142
Golden State Equity Partners
California
$20.1K +$20.1K +850 New
AF
143
Advisornet Financial
Minnesota
$14.3K
Carson Wealth (CWM LLC)
144
Carson Wealth (CWM LLC)
Nebraska
$13.1K -$544 -23 -4%
TC
145
Trust Company
Kansas
$9.45K +$24 +1 +0.3%
MCM
146
MAI Capital Management
Ohio
$7.95K -$25K -1,058 -76%
Bank of New York Mellon
147
Bank of New York Mellon
New York
-$4.61M -194,983 Closed
CIM
148
Confluence Investment Management
Missouri
-$3.87M -163,801 Closed
CCW
149
Coastline Complete Wealth
South Carolina
-$3.7M -156,640 Closed
Goldman Sachs
150
Goldman Sachs
New York
-$3.27M -138,228 Closed