BSMT icon

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
BFA
76
Bill Few Associates
Pennsylvania
$302K
WA
77
WESPAC Advisors
California
$301K
HT
78
Heritage Trust
Oklahoma
$299K
LIM
79
Leavell Investment Management
Alabama
$294K
AWM
80
Accurate Wealth Management
Florida
$281K
YP
81
YANKCOM Partnership
South Dakota
$266K
FFA
82
Farther Finance Advisors
California
$252K
CA
83
CGN Advisors
Kansas
$247K
RSA
84
River Street Advisors
Illinois
$243K
ACA
85
Aptus Capital Advisors
Alabama
$230K
PFS
86
Prospera Financial Services
Texas
$223K
FFG
87
Foundry Financial Group
New Hampshire
$221K
OFG
88
Opulen Financial Group
Virginia
$218K
CPC
89
Cookson Peirce & Co
Pennsylvania
$215K
DADC
90
D.A. Davidson & Co
Montana
$211K
Baird Financial Group
91
Baird Financial Group
Wisconsin
$205K
CBT
92
Crews Bank & Trust
Florida
$200K
JP Morgan Chase
93
JP Morgan Chase
New York
$168K
KOCAA
94
Knights of Columbus Asset Advisors
Connecticut
$166K
OSAM
95
O'Shaughnessy Asset Management
Connecticut
$163K
CAL
96
Capital Analysts LLC
Pennsylvania
$156K
OP
97
ORG Partners
Indiana
$141K
FCAS
98
First Command Advisory Services
Texas
$141K
LFG
99
Larson Financial Group
Missouri
$128K
Comerica Bank
100
Comerica Bank
Texas
$108K