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Invesco BulletShares 2027 Municipal Bond ETF
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Overview Fund Activity

45 hedge funds and large institutions have $57.3M invested in Invesco BulletShares 2027 Municipal Bond ETF in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 7 reducing their positions, and 2 closing their positions.

Holders
45
Holders Change
+3
Holders Change %
+7.14%
% of All Funds
0.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
22
Reduced
7
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$2.66M
2
Morgan Stanley
2
Morgan Stanley
New York
$13.6M
3
Jane Street
3
Jane Street
New York
$1.74M
4
SC
4
Savant Capital
Illinois
$1.21M
5
Wells Fargo
5
Wells Fargo
California
$5.2M

Top Sellers

1
CPC
1
Cookson Peirce & Co
Pennsylvania
$0
2
CG
2
Colony Group
Massachusetts
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$559K
4
CA
4
Claro Advisors
Massachusetts
$275K
5
TF
5
TLWM Financial
Texas
$212K
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
26
Creative Planning
Kansas
$315K – – –
BFEC
27
Benjamin F. Edwards & Company
Missouri
$313K +$4.77K +200 +2%
Stifel Financial
28
Stifel Financial
Missouri
$304K -$1.1K -46 -0.4%
HWM
29
Horizons Wealth Management
North Carolina
$275K +$27.1K +1,137 +11%
CA
30
Claro Advisors
Massachusetts
$275K -$95.5K -4,000 -26%
NAM
31
NorthCrest Asset Manangement
Minnesota
$252K +$252K +10,578 New
CAM
32
Clark Asset Management
New Hampshire
$237K +$1.62K +68 +0.7%
TF
33
TLWM Financial
Texas
$212K -$37.9K -1,588 -15%
MOS
34
MGO One Seven
Ohio
$211K – – –
MML Investors Services
35
MML Investors Services
Massachusetts
$202K +$202K +8,461 New
UBS Group
36
UBS Group
Switzerland
$189K +$67.1K +2,810 +55%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$91.8K +$20.9K +874 +29%
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$33K – – –
AF
39
Advisornet Financial
Minnesota
$18.7K – – –
ASN
40
Advisory Services Network
Georgia
$18.2K +$2.98K +125 +20%
IA
41
IFP Advisors
Florida
$17.5K – – –
WB
42
Webster Bank
Connecticut
$15.2K – – –
CAL
43
Capital Analysts LLC
Pennsylvania
$15K – – –
WBC
44
West Branch Capital
Massachusetts
$11.9K – – –
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$1.3K +$1.3K +54,461 New
CPC
46
Cookson Peirce & Co
Pennsylvania
– -$226K -9,625 Closed
CG
47
Colony Group
Massachusetts
– -$208K -8,864 Closed
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