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Invesco BulletShares 2027 Municipal Bond ETF

142 hedge funds and large institutions have $237M invested in Invesco BulletShares 2027 Municipal Bond ETF in 2026 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 72 increasing their positions, 27 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 27

50% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 12

12% more capital invested

Capital invested by funds: $211M → $237M (+$25.3M)

4% more funds holding

Funds holding: 137142 (+5)

2.08% more ownership

Funds ownership: 70.83%72.9% (+2.1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
142
Holders Change
+5
Holders Change %
+3.65%
% of All Funds
1.75%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
18
Increased
72
Reduced
27
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
26
Focus Partners Wealth
Massachusetts
$2.67M +$24.8K +1,045 +0.9%
Ameriprise
27
Ameriprise
Minnesota
$2.55M +$804K +33,895 +45%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$2.48M -$132K -5,582 -5%
KCM
29
Kathmere Capital Management
Pennsylvania
$2.47M -$516K -21,753 -17%
TJHA
30
Thomas J. Herzfeld Advisors
Florida
$2.28M +$2.28M +96,212 New
VA
31
VestGen Advisors
Illinois
$2.19M -$94K -3,960 -4%
S
32
SignatureFD
Georgia
$2.13M +$59.9K +2,522 +3%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$1.98M +$716K +30,181 +57%
PWM
34
Paulson Wealth Management
Illinois
$1.86M +$447K +18,835 +32%
CWM
35
Cornerstone Wealth Management
Missouri
$1.68M +$67.9K +2,863 +4%
MML Investors Services
36
MML Investors Services
Massachusetts
$1.64M -$440K -18,557 -21%
Jones Financial Companies
37
Jones Financial Companies
Missouri
$1.63M +$319K +13,446 +24%
EH
38
Equitable Holdings
New York
$1.63M +$42K +1,768 +3%
Stifel Financial
39
Stifel Financial
Missouri
$1.63M -$186K -7,829 -10%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$1.6M +$69.8K +2,943 +5%
LPT
41
Legacy Private Trust
Wisconsin
$1.36M +$582K +24,512 +74%
ACA
42
Aptus Capital Advisors
Alabama
$1.28M +$254K +10,722 +25%
PAG
43
Private Advisor Group
New Jersey
$1.26M +$624K +26,282 +97%
FNB
44
Farmers National Bank
Kentucky
$1.21M +$7.48K +315 +0.6%
FF
45
Farnam Financial
Arizona
$1.17M +$49.8K +2,100 +4%
APA
46
Astoria Portfolio Advisors
New York
$1.14M -$498 -21 -0%
SPIA
47
Steward Partners Investment Advisory
New York
$1.14M +$67.2K +2,833 +6%
CAPTRUST Financial Advisors
48
CAPTRUST Financial Advisors
North Carolina
$1.12M +$1.47K +62 +0.1%
PFG
49
PAX Financial Group
Texas
$1.12M +$3.42K +144 +0.3%
CAM
50
Clark Asset Management
New Hampshire
$1.11M +$4.49K +189 +0.4%