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Invesco BulletShares 2029 Municipal Bond ETF

93 hedge funds and large institutions have $137M invested in Invesco BulletShares 2029 Municipal Bond ETF in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 43 increasing their positions, 24 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
93
Holders Change
+5
Holders Change %
+5.68%
% of All Funds
1.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
43
Reduced
24
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Wealth Enhancement Advisory Services
76
Wealth Enhancement Advisory Services
Minnesota
$206K +$206K +9,062 New
DADC
77
D.A. Davidson & Co
Montana
$205K -$1.7K -75 -0.8%
CBT
78
Crews Bank & Trust
Florida
$196K
JPMorgan Chase & Co
79
JPMorgan Chase & Co
New York
$169K +$81.1K +3,569 +92%
KOCAA
80
Knights of Columbus Asset Advisors
Connecticut
$163K
LFG
81
Larson Financial Group
Missouri
$125K
FCAS
82
First Command Advisory Services
Texas
$119K -$206K -9,067 -63%
Comerica Bank
83
Comerica Bank
Texas
$108K
PS
84
Principal Securities
Iowa
$69.5K -$24K -1,058 -26%
PNC Financial Services Group
85
PNC Financial Services Group
Pennsylvania
$48.2K +$363 +16 +0.8%
FFA
86
Farther Finance Advisors
California
$33.7K +$33.7K +1,482 New
GRP
87
Global Retirement Partners
California
$27.3K +$27.3K +1,200 New
Carson Wealth (CWM LLC)
88
Carson Wealth (CWM LLC)
Nebraska
$20K
HIA
89
Harbor Investment Advisory
Maryland
$15.9K
SPIA
90
Steward Partners Investment Advisory
New York
$9.79K -$127K -5,593 -93%
MPWT
91
MassMutual Private Wealth & Trust
Connecticut
$6.7K
AF
92
Advisornet Financial
Minnesota
$6.65K
RA
93
Rise Advisors
New York
$4.84K
Fidelity Investments
94
Fidelity Investments
Massachusetts
$23 -$158K -6,874 -100%
Toronto Dominion Bank
95
Toronto Dominion Bank
Ontario, Canada
-$1.45M -63,738 Closed
PFG
96
PAX Financial Group
Texas
-$320K -14,056 Closed