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Invesco BulletShares 2029 Municipal Bond ETF

115 hedge funds and large institutions have $201M invested in Invesco BulletShares 2029 Municipal Bond ETF in 2026 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 57 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
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
Stifel Financial
51
Stifel Financial
Missouri
$723K
MWM
52
Marietta Wealth Management
Georgia
$713K
SPA
53
Sentinel Pension Advisors
Massachusetts
$661K
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
$631K
MWM
55
Meridian Wealth Management
Kentucky
$621K
AIM
56
Anchor Investment Management
South Carolina
$610K
AA
57
Addison Advisors
Vermont
$589K
HWM
58
Howard Wealth Management
Connecticut
$585K
HGA
59
Hobbs Group Advisors
South Carolina
$547K
HWM
60
Horizons Wealth Management
North Carolina
$537K
TF
61
TLWM Financial
Texas
$510K
PTC
62
Private Trust Company
Ohio
$508K
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$476K
SWM
64
Silverlake Wealth Management
Vermont
$474K
ACA
65
Aptus Capital Advisors
Alabama
$457K
JCM
66
Jacobi Capital Management
Pennsylvania
$425K
CA
67
Clearstead Advisors
Ohio
$397K
HT
68
Heritage Trust
Oklahoma
$396K
IIM
69
Invariant Investment Management
Pennsylvania
$388K
BPA
70
Beacon Pointe Advisors
California
$373K
CFGA
71
Cambridge Financial Group (Arizona)
Arizona
$367K
WWA
72
Wingate Wealth Advisors
Massachusetts
$362K
CW
73
Cooksen Wealth
Texas
$350K
WAP
74
Wealthcare Advisory Partners
Pennsylvania
$334K
WCM
75
WealthBridge Capital Management
Ohio
$329K