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Invesco BulletShares 2029 Municipal Bond ETF

88 hedge funds and large institutions have $128M invested in Invesco BulletShares 2029 Municipal Bond ETF in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 49 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
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
SWM
51
Silverlake Wealth Management
Vermont
$426K
PWM
52
Paulson Wealth Management
Illinois
$423K
Stifel Financial
53
Stifel Financial
Missouri
$401K
BFA
54
Bill Few Associates
Pennsylvania
$397K
BPA
55
Beacon Pointe Advisors
California
$384K
HI
56
Harbour Investments
Wisconsin
$367K
PTC
57
Private Trust Company
Ohio
$355K
CW
58
Cooksen Wealth
Texas
$353K
WWA
59
Wingate Wealth Advisors
Massachusetts
$348K
FA
60
FF Advisors
California
$332K
WAP
61
Wealthcare Advisory Partners
Pennsylvania
$330K
FCAS
62
First Command Advisory Services
Texas
$325K
PFG
63
PAX Financial Group
Texas
$320K
WCM
64
WealthBridge Capital Management
Ohio
$276K
FIM
65
Freedom Investment Management
Connecticut
$271K
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$251K
HWM
67
Howard Wealth Management
Connecticut
$240K
JCM
68
Jacobi Capital Management
Pennsylvania
$227K
ACA
69
Aptus Capital Advisors
Alabama
$221K
PFS
70
Prospera Financial Services
Texas
$219K
OFG
71
Opulen Financial Group
Virginia
$210K
DADC
72
D.A. Davidson & Co
Montana
$207K
Jones Financial Companies
73
Jones Financial Companies
Missouri
$199K
CBT
74
Crews Bank & Trust
Florida
$197K
KOCAA
75
Knights of Columbus Asset Advisors
Connecticut
$163K