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Invesco BulletShares 2027 Municipal Bond ETF
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Overview Fund Activity

119 hedge funds and large institutions have $170M invested in Invesco BulletShares 2027 Municipal Bond ETF in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 51 increasing their positions, 31 reducing their positions, and 8 closing their positions.

Holders
119
Holders Change
+6
Holders Change %
+5.31%
% of All Funds
1.6%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
15
Increased
51
Reduced
31
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KCM
1
Kathmere Capital Management
Pennsylvania
$3.3M
2
EC
2
Elequin Capital
New York
$2.09M
3
LPL Financial
3
LPL Financial
California
$10M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$1.39M
5
MA
5
MONECO Advisors
Connecticut
$2.83M

Top Sellers

1
AI
1
Atria Investments
North Carolina
$1.03M
2
Jane Street
2
Jane Street
New York
$0
3
Toronto Dominion Bank
3
Toronto Dominion Bank
Ontario, Canada
$0
4
Osaic Holdings
4
Osaic Holdings
Arizona
$1.94M
5
CA
5
CGN Advisors
Kansas
$795K
Name Market Value Shares Shares
Change 		Shares
Change %
HighTower Advisors
26
HighTower Advisors
Illinois
$1.77M 75,387 +11,158 +17%
MML Investors Services
27
MML Investors Services
Massachusetts
$1.74M 73,984 +13,556 +22%
Stifel Financial
28
Stifel Financial
Missouri
$1.48M 63,104 +7,692 +14%
Thrivent Financial for Lutherans
29
Thrivent Financial for Lutherans
Minnesota
$1.39M 59,049 +45,034 +321%
CWM
30
Cornerstone Wealth Management
Missouri
$1.37M 58,267 +3,469 +6%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$1.17M 49,939 +217 +0.4%
EH
32
Equitable Holdings
New York
$1.16M 49,476 +3,407 +7%
PFG
33
PAX Financial Group
Texas
$1.14M 48,378 -6,028 -11%
FNB
34
Farmers National Bank
Kentucky
$1.13M 48,346 +1,532 +3%
FF
35
Farnam Financial
Arizona
$1.11M 47,340 – –
Brown Advisory
36
Brown Advisory
Maryland
$1.09M 46,644 – –
ACM
37
AlphaStar Capital Management
North Carolina
$1.09M 46,275 +5,875 +15%
APA
38
Astoria Portfolio Advisors
New York
$1.03M 44,030 -12,963 -23%
AI
39
Atria Investments
North Carolina
$1.03M 43,872 -102,118 -70%
ACA
40
Aptus Capital Advisors
Alabama
$1M 42,784 +305 +0.7%
S
41
SignatureFD
Georgia
$1M 42,664 – –
KAS
42
Kestra Advisory Services
Texas
$980K 41,758 -285 -0.7%
PWM
43
Paulson Wealth Management
Illinois
$973K 41,456 -3,058 -7%
CAPTRUST Financial Advisors
44
CAPTRUST Financial Advisors
North Carolina
$885K 37,724 – –
SVWA
45
Sarver Vrooman Wealth Advisors
Missouri
$826K 35,185 – –
FCAS
46
First Command Advisory Services
Texas
$806K 34,337 +328 +1%
VWWMG
47
Vermillion & White Wealth Management Group
Pennsylvania
$797K 33,956 -12,642 -27%
CA
48
CGN Advisors
Kansas
$795K 33,876 -24,008 -41%
MWM
49
Meridian Wealth Management
Kentucky
$789K 33,632 – –
WAP
50
Wealthcare Advisory Partners
Pennsylvania
$780K 33,220 +2,372 +8%
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