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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
Wells Fargo
1
Wells Fargo
California
$14.4M +$121K +5,135 +0.8%
Bank of America
2
Bank of America
North Carolina
$13.1M +$2.76M +116,540 +27%
LPL Financial
3
LPL Financial
California
$12M -$584K -24,699 -5%
UBS Group
4
UBS Group
Switzerland
$9.34M +$4.11M +173,850 +78%
Invesco
5
Invesco
Georgia
$9.17M +$244K +10,299 +3%
Truist Financial
6
Truist Financial
North Carolina
$7.9M +$590K +24,953 +8%
Raymond James Financial
7
Raymond James Financial
Florida
$6.73M +$2.99M +126,325 +80%
Morgan Stanley
8
Morgan Stanley
New York
$5.53M -$1.69M -71,632 -23%
SF
9
Summit Financial
New Jersey
$5.05M +$40K +1,690 +0.8%
Osaic Holdings
10
Osaic Holdings
Arizona
$5.03M -$116K -4,890 -2%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$4.91M +$773K +32,701 +19%
ADL
12
Asset Dedication LLC
California
$4.83M +$549K +23,201 +13%
KFI
13
Key Financial Inc
Pennsylvania
$4.57M +$1.59M +67,390 +53%
IWC
14
Integrated Wealth Concepts
Massachusetts
$4.56M +$156K +6,602 +4%
NA
15
NewEdge Advisors
Louisiana
$4.33M +$245K +10,369 +6%
AUB
16
Atlantic Union Bankshares
Virginia
$4.24M +$268K +11,345 +7%
HBT
17
Hills Bank & Trust
Iowa
$3.98M -$853K -36,069 -18%
FSAG
18
Financial Solutions Advisory Group
Illinois
$3.87M +$3.88M +163,857 New
HighTower Advisors
19
HighTower Advisors
Illinois
$3.79M -$61.4K -2,596 -2%
Thrivent Financial for Lutherans
20
Thrivent Financial for Lutherans
Minnesota
$3.68M +$461K +19,480 +14%
OFS
21
OneAscent Financial Services
Alabama
$3.67M +$3.68M +155,390 New
MA
22
MONECO Advisors
Connecticut
$3.66M +$272K +11,484 +8%
PWP
23
Precedent Wealth Partners
Texas
$2.96M +$69.2K +2,925 +2%
LPT
24
Legacy Private Trust
Wisconsin
$2.78M +$484K +20,465 +21%
Ameriprise
25
Ameriprise
Minnesota
$2.7M +$667K +28,202 +33%