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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
Wells Fargo
1
Wells Fargo
California
$14.3M -$903K -38,212 -6%
LPL Financial
2
LPL Financial
California
$12.6M +$481K +20,365 +4%
Bank of America
3
Bank of America
North Carolina
$10.4M +$1.15M +48,578 +12%
Invesco
4
Invesco
Georgia
$8.93M +$1.08M +45,751 +14%
Truist Financial
5
Truist Financial
North Carolina
$7.32M +$97.9K +4,145 +1%
Morgan Stanley
6
Morgan Stanley
New York
$7.23M -$142K -6,026 -2%
UBS Group
7
UBS Group
Switzerland
$5.24M +$344K +14,574 +7%
Osaic Holdings
8
Osaic Holdings
Arizona
$5.15M +$194K +8,195 +4%
SF
9
Summit Financial
New Jersey
$5.01M +$2.01K +85 +0%
HBT
10
Hills Bank & Trust
Iowa
$4.84M +$1.91M +80,752 +65%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$4.61M -$105K -4,446 -2%
IWC
12
Integrated Wealth Concepts
Massachusetts
$4.4M +$340K +14,390 +8%
ADL
13
Asset Dedication LLC
California
$4.28M +$781K +33,066 +22%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$4.14M +$875K +37,040 +27%
NA
15
NewEdge Advisors
Louisiana
$4.09M +$108K +4,578 +3%
AUB
16
Atlantic Union Bankshares
Virginia
$3.97M -$149K -6,294 -4%
CIM
17
Confluence Investment Management
Missouri
$3.87M +$1.38M +58,535 +56%
HighTower Advisors
18
HighTower Advisors
Illinois
$3.86M +$2.82M +119,541 +274%
Raymond James Financial
19
Raymond James Financial
Florida
$3.75M +$8.31K +352 +0.2%
CCW
20
Coastline Complete Wealth
South Carolina
$3.7M +$3.7M +156,640 New
MA
21
MONECO Advisors
Connecticut
$3.39M +$243K +10,299 +8%
Goldman Sachs
22
Goldman Sachs
New York
$3.27M -$4.01M -169,794 -55%
Thrivent Financial for Lutherans
23
Thrivent Financial for Lutherans
Minnesota
$3.23M +$2.9M +122,787 +902%
KFI
24
Key Financial Inc
Pennsylvania
$2.98M +$566K +23,972 +23%
PWP
25
Precedent Wealth Partners
Texas
$2.89M -$149K -6,289 -5%