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Invesco BulletShares 2031 Municipal Bond ETF

78 hedge funds and large institutions have $122M invested in Invesco BulletShares 2031 Municipal Bond ETF in 2026 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 43 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

207% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 14

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

9% more capital invested

Capital invested by funds: $112M → $122M (+$10M)

3% more funds holding

Funds holding: 7678 (+2)

4.04% less ownership

Funds ownership: 72.45%68.41% (-4%)

Holders
78
Holders Change
+2
Holders Change %
+2.63%
% of All Funds
0.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
43
Reduced
14
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HBT
1
Hills Bank & Trust
Iowa
$10M +$808K +38,063 +9%
CIM
2
Confluence Investment Management
Missouri
$6.5M +$3.33M +156,943 +102%
HighTower Advisors
3
HighTower Advisors
Illinois
$6.32M +$1.74M +82,178 +37%
Morgan Stanley
4
Morgan Stanley
New York
$5.37M +$220K +10,367 +4%
LPL Financial
5
LPL Financial
California
$5.33M -$2.87M -135,131 -35%
UBS Group
6
UBS Group
Switzerland
$4.89M +$1.06M +49,730 +27%
Bank of America
7
Bank of America
North Carolina
$4.87M +$1.08M +50,753 +28%
AWM
8
Avior Wealth Management
Nebraska
$4.66M +$1.04M +48,925 +28%
Invesco
9
Invesco
Georgia
$4.28M -$127K -5,999 -3%
PWP
10
Precedent Wealth Partners
Texas
$4.22M +$256K +12,074 +6%
Lido Advisors
11
Lido Advisors
California
$4.09M
Raymond James Financial
12
Raymond James Financial
Florida
$4.02M +$72.6K +3,422 +2%
CVA
13
Central Valley Advisors
California
$3.94M -$56.1K -2,643 -1%
AUB
14
Atlantic Union Bankshares
Virginia
$3.93M +$385K +18,138 +11%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$2.96M +$1.35M +63,379 +81%
MA
16
MONECO Advisors
Connecticut
$2.81M +$505K +23,806 +21%
EFP
17
Envision Financial Planning
Tennessee
$2.3M +$81.5K +3,840 +4%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$2.27M +$50.5K +2,378 +2%
KFI
19
Key Financial Inc
Pennsylvania
$2.21M -$394K -18,575 -15%
PWM
20
Parkway Wealth Management
Texas
$2.14M +$185K +8,710 +9%
CAM
21
Clark Asset Management
New Hampshire
$1.94M +$541K +25,502 +38%
KAS
22
Kestra Advisory Services
Texas
$1.91M +$18.2K +856 +0.9%
Stifel Financial
23
Stifel Financial
Missouri
$1.78M +$366K +17,238 +25%
Osaic Holdings
24
Osaic Holdings
Arizona
$1.7M +$457K +21,509 +36%
CSP
25
Cary Street Partners
Virginia
$1.57M +$711K +33,510 +81%