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Invesco BulletShares 2029 Municipal Bond ETF

34 hedge funds and large institutions have $36M invested in Invesco BulletShares 2029 Municipal Bond ETF in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
34
Holders Change
+2
Holders Change %
+6.25%
% of All Funds
0.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
17
Reduced
7
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$9.98M +$1.51M +64,552 +18%
Wells Fargo
2
Wells Fargo
California
$6.8M +$859K +36,747 +14%
Jane Street
3
Jane Street
New York
$3.96M +$2.4M +102,620 +154%
Invesco
4
Invesco
Georgia
$1.9M +$732K +31,278 +63%
CA
5
CGN Advisors
Kansas
$1.83M +$441K +18,877 +32%
DADC
6
D.A. Davidson & Co
Montana
$1.24M +$328K +14,020 +36%
MPWT
7
MassMutual Private Wealth & Trust
Connecticut
$962K +$470K +20,083 +95%
FNB
8
Farmers National Bank
Kentucky
$912K +$30.1K +1,286 +3%
LPL Financial
9
LPL Financial
California
$871K +$77.2K +3,303 +10%
EH
10
Equitable Holdings
New York
$716K +$65.7K +2,808 +10%
CAPTRUST Financial Advisors
11
CAPTRUST Financial Advisors
North Carolina
$651K -$50.1K -2,141 -7%
Osaic Holdings
12
Osaic Holdings
Arizona
$611K -$22.7K -969 -4%
AUB
13
Atlantic Union Bankshares
Virginia
$432K -$4.87K -208 -1%
Bank of America
14
Bank of America
North Carolina
$432K +$165K +7,047 +62%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$430K +$88.6K +3,788 +26%
ADL
16
Asset Dedication LLC
California
$427K +$28.6K +1,229 +7%
RHP
17
Royal Harbor Partners
Texas
$425K
MLA
18
MB, Levis & Associates
Pennsylvania
$413K +$128K +5,490 +45%
SC
19
Savant Capital
Illinois
$362K +$362K +15,489 New
WI
20
WrapManager Inc
California
$354K -$5.99K -256 -2%
KFI
21
Key Financial Inc
Pennsylvania
$323K +$323K +13,800 New
CIM
22
Confluence Investment Management
Missouri
$306K -$575K -24,600 -65%
SFG
23
Sterling Financial Group
California
$295K
FWA
24
FOCUS Wealth Advisors
Texas
$278K
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$278K -$798K -34,160 -74%