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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 %
HBT
1
Hills Bank & Trust
Iowa
$13.9M +$6.58M +289,878 +90%
Wells Fargo
2
Wells Fargo
California
$11.2M -$35K -1,543 -0.3%
KCM
3
Kathmere Capital Management
Pennsylvania
$6.51M +$2.47M +108,600 +61%
Bank of America
4
Bank of America
North Carolina
$5.34M +$620K +27,310 +13%
CIM
5
Confluence Investment Management
Missouri
$5.16M -$184K -8,091 -3%
Invesco
6
Invesco
Georgia
$4.92M +$122K +5,386 +3%
LPL Financial
7
LPL Financial
California
$4.89M +$46.8K +2,062 +1%
CVA
8
Central Valley Advisors
California
$4.28M -$58.8K -2,590 -1%
Morgan Stanley
9
Morgan Stanley
New York
$4.27M +$951K +41,869 +29%
AUB
10
Atlantic Union Bankshares
Virginia
$3.83M +$408K +17,958 +12%
Raymond James Financial
11
Raymond James Financial
Florida
$3.51M +$197K +8,696 +6%
AWM
12
Avior Wealth Management
Nebraska
$3.5M -$276K -12,169 -7%
NA
13
NewEdge Advisors
Louisiana
$3.37M +$244K +10,728 +8%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$3.34M +$55.2K +2,429 +2%
VA
15
VestGen Advisors
Illinois
$3.2M +$175K +7,636 +6%
Jane Street
16
Jane Street
New York
$3.05M +$981K +43,180 +47%
MA
17
MONECO Advisors
Connecticut
$2.72M +$747K +32,886 +38%
PWP
18
Precedent Wealth Partners
Texas
$2.69M +$207K +9,121 +8%
UBS Group
19
UBS Group
Switzerland
$2.69M +$371K +16,326 +16%
KFI
20
Key Financial Inc
Pennsylvania
$2.65M
HighTower Advisors
21
HighTower Advisors
Illinois
$2.54M -$37.7K -1,662 -1%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$2.37M -$207K -9,101 -8%
SFG
23
Sterling Financial Group
California
$2.1M -$11.4K -501 -0.5%
KAS
24
Kestra Advisory Services
Texas
$1.73M +$50K +2,203 +3%
Focus Partners Wealth
25
Focus Partners Wealth
Massachusetts
$1.68M +$603K +26,544 +56%