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Invesco BulletShares 2033 Municipal Bond ETF

63 hedge funds and large institutions have $74.1M invested in Invesco BulletShares 2033 Municipal Bond ETF in 2026 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 28 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 15

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

1% more capital invested

Capital invested by funds: $73.4M → $74.1M (+$724K)

0% more funds holding

Funds holding: 6363 (0)

5.85% less ownership

Funds ownership: 69.19%63.34% (-5.8%)

Holders
63
Holders Change
Holders Change %
0%
% of All Funds
0.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
28
Reduced
15
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$6.7M -$609K -23,511 -8%
CIM
2
Confluence Investment Management
Missouri
$6.05M -$1.44M -55,755 -19%
AUB
3
Atlantic Union Bankshares
Virginia
$4.71M +$475K +18,346 +11%
Raymond James Financial
4
Raymond James Financial
Florida
$4.29M -$68.8K -2,656 -2%
Bank of America
5
Bank of America
North Carolina
$4.25M +$1.39M +53,708 +47%
KAS
6
Kestra Advisory Services
Texas
$3.96M +$193K +7,441 +5%
PWP
7
Precedent Wealth Partners
Texas
$3.68M +$251K +9,700 +7%
HighTower Advisors
8
HighTower Advisors
Illinois
$2.95M +$1.53M +59,115 +104%
SFA
9
Sequoia Financial Advisors
Ohio
$2.8M -$246K -9,488 -8%
HBT
10
Hills Bank & Trust
Iowa
$2.68M +$117K +4,508 +4%
EFP
11
Envision Financial Planning
Tennessee
$2.59M +$109K +4,207 +4%
Invesco
12
Invesco
Georgia
$2.26M -$201K -7,776 -8%
Morgan Stanley
13
Morgan Stanley
New York
$1.94M -$103K -3,960 -5%
FTUS
14
Flow Traders U.S.
New York
$1.62M -$325K -12,526 -16%
LPT
15
Legacy Private Trust
Wisconsin
$1.62M +$995K +38,389 +151%
Stifel Financial
16
Stifel Financial
Missouri
$1.37M +$159K +6,146 +13%
Lido Advisors
17
Lido Advisors
California
$1.29M +$202K +7,800 +18%
Goldman Sachs
18
Goldman Sachs
New York
$1.15M +$1.17M +45,335 New
AWM
19
Avior Wealth Management
Nebraska
$1.12M +$940K +36,292 +466%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$1.08M +$731K +28,206 +196%
KFI
21
Key Financial Inc
Pennsylvania
$1.05M +$178K +6,885 +20%
JP Morgan Chase
22
JP Morgan Chase
New York
$1.01M +$1.04M +39,967 New
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$963K +$425K +16,390 +76%
CAM
24
Clark Asset Management
New Hampshire
$937K +$6.48K +250 +0.7%
UBS Group
25
UBS Group
Switzerland
$860K +$128K +4,935 +17%