BSMQ icon

Invesco BulletShares 2026 Municipal Bond ETF

84 hedge funds and large institutions have $101M invested in Invesco BulletShares 2026 Municipal Bond ETF in 2023 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 36 increasing their positions, 17 reducing their positions, and 6 closing their positions.

Holders
84
Holders Change
+13
Holders Change %
+18.31%
% of All Funds
1.23%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
36
Reduced
17
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$9.33M 392,921 +7,120 +2%
LPL Financial
2
LPL Financial
California
$6.32M 266,187 -68,545 -20%
Morgan Stanley
3
Morgan Stanley
New York
$6.07M 255,676 +157,199 +160%
CIM
4
Confluence Investment Management
Missouri
$5.61M 236,096 -2,352 -1%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$5.31M 223,497 +124,390 +126%
Invesco
6
Invesco
Georgia
$4.53M 190,515 +74,468 +64%
RJA
7
Raymond James & Associates
Florida
$3.26M 137,295 +16,415 +14%
OFS
8
OneAscent Financial Services
Alabama
$2.97M 125,152 +125,152 New
NA
9
NewEdge Advisors
Louisiana
$2.86M 120,344 +1,641 +1%
Bank of America
10
Bank of America
North Carolina
$2.86M 120,320 +47,833 +66%
UBS Group
11
UBS Group
Switzerland
$2.49M 104,654 +37,742 +56%
CA
12
CGN Advisors
Kansas
$2.34M 98,417 +9,596 +11%
RCA
13
Resonant Capital Advisors
Wisconsin
$2.14M 90,020
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$2.11M 88,904 +27,339 +44%
ADL
15
Asset Dedication LLC
California
$2.03M 85,350 +5,011 +6%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$1.81M 76,060 -34,004 -31%
AI
17
Atria Investments
North Carolina
$1.78M 75,009 +75,009 New
Jane Street
18
Jane Street
New York
$1.76M 74,126 -109,630 -60%
LPT
19
Legacy Private Trust
Wisconsin
$1.65M 69,299 +15,562 +29%
KFI
20
Key Financial Inc
Pennsylvania
$1.64M 69,113 +10,600 +18%
FNB
21
Farmers National Bank
Kentucky
$1.53M 64,596 -5,639 -8%
AUB
22
Atlantic Union Bankshares
Virginia
$1.48M 62,114 +14,531 +31%
Osaic Holdings
23
Osaic Holdings
Arizona
$1.33M 55,783 +2,045 +4%
Focus Partners Wealth
24
Focus Partners Wealth
Massachusetts
$1.25M 52,682 +52,682 New
Mariner
25
Mariner
Kansas
$1.21M 51,101 +51,101 New