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Invesco BulletShares 2029 Municipal Bond ETF

107 hedge funds and large institutions have $165M invested in Invesco BulletShares 2029 Municipal Bond ETF in 2025 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 61 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
107
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AA
51
Addison Advisors
Vermont
$578K
TF
52
TLWM Financial
Texas
$540K
HWM
53
Horizons Wealth Management
North Carolina
$539K
CFGA
54
Cambridge Financial Group (Arizona)
Arizona
$531K
Cetera Investment Advisers
55
Cetera Investment Advisers
Illinois
$523K
HWM
56
Howard Wealth Management
Connecticut
$518K
CIC
57
Carnegie Investment Counsel
Ohio
$500K
Stifel Financial
58
Stifel Financial
Missouri
$500K
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$494K
STA
60
Summit Trail Advisors
New York
$487K
SWM
61
Silverlake Wealth Management
Vermont
$477K
HGA
62
Hobbs Group Advisors
South Carolina
$464K
SG
63
StoneX Group
New York
$433K
JCM
64
Jacobi Capital Management
Pennsylvania
$428K
IIM
65
Invariant Investment Management
Pennsylvania
$402K
CA
66
Clearstead Advisors
Ohio
$399K
Wealth Enhancement Advisory Services
67
Wealth Enhancement Advisory Services
Minnesota
$394K
WWA
68
Wingate Wealth Advisors
Massachusetts
$362K
IA
69
IFG Advisory
Georgia
$359K
CW
70
Cooksen Wealth
Texas
$352K
BPA
71
Beacon Pointe Advisors
California
$343K
FA
72
FF Advisors
California
$340K
WAP
73
Wealthcare Advisory Partners
Pennsylvania
$335K
WCM
74
WealthBridge Capital Management
Ohio
$310K
PTC
75
Private Trust Company
Ohio
$309K