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Invesco BulletShares 2029 Municipal Bond ETF

39 hedge funds and large institutions have $34M invested in Invesco BulletShares 2029 Municipal Bond ETF in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 22 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
39
Holders Change
-1
Holders Change %
-2.5%
% of All Funds
0.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
22
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$8.7M +$1.35M +61,055 +18%
Jane Street
2
Jane Street
New York
$2.39M -$9.1M -411,274 -79%
HBT
3
Hills Bank & Trust
Iowa
$2.32M +$2.32M +105,044 New
CA
4
CGN Advisors
Kansas
$2M +$140K +6,329 +8%
Invesco
5
Invesco
Georgia
$1.83M +$85.6K +3,868 +5%
DADC
6
D.A. Davidson & Co
Montana
$1.58M +$124K +5,622 +9%
KFI
7
Key Financial Inc
Pennsylvania
$1.52M
LPL Financial
8
LPL Financial
California
$1.4M +$343K +15,506 +33%
AUB
9
Atlantic Union Bankshares
Virginia
$1.05M +$143K +6,442 +16%
FNB
10
Farmers National Bank
Kentucky
$993K +$89.2K +4,032 +10%
UBS Group
11
UBS Group
Switzerland
$868K +$153K +6,898 +21%
EH
12
Equitable Holdings
New York
$798K -$43.6K -1,971 -5%
Morgan Stanley
13
Morgan Stanley
New York
$724K -$26.7K -1,206 -4%
Osaic Holdings
14
Osaic Holdings
Arizona
$705K +$95K +4,295 +16%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$654K +$187K +8,435 +40%
SFG
16
Sterling Financial Group
California
$621K +$98.9K +4,470 +19%
Bank of America
17
Bank of America
North Carolina
$584K +$137K +6,206 +31%
CAPTRUST Financial Advisors
18
CAPTRUST Financial Advisors
North Carolina
$551K +$37.4K +1,690 +7%
ADL
19
Asset Dedication LLC
California
$521K +$11.6K +523 +2%
MLA
20
MB, Levis & Associates
Pennsylvania
$508K +$37.8K +1,711 +8%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$443K +$45.1K +2,038 +11%
RHP
22
Royal Harbor Partners
Texas
$402K
RJFSA
23
Raymond James Financial Services Advisors
Florida
$346K
SC
24
Savant Capital
Illinois
$343K
AA
25
Addison Advisors
Vermont
$323K +$65.6K +2,965 +25%