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Invesco BulletShares 2027 Municipal Bond ETF

51 hedge funds and large institutions have $57.9M invested in Invesco BulletShares 2027 Municipal Bond ETF in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 5 reducing their positions, and 4 closing their positions.

Holders
51
Holders Change
+6
Holders Change %
+13.33%
% of All Funds
0.8%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
10
Increased
27
Reduced
5
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PWM
26
Paulson Wealth Management
Illinois
$563K 23,847 +1,674 +8%
RHP
27
Royal Harbor Partners
Texas
$467K 19,773
CAPTRUST Financial Advisors
28
CAPTRUST Financial Advisors
North Carolina
$441K 18,667 +18,667 New
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$426K 18,046 +3,736 +26%
Stifel Financial
30
Stifel Financial
Missouri
$319K 13,511 +785 +6%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$316K 13,397 +13,397 New
MML Investors Services
32
MML Investors Services
Massachusetts
$312K 13,218 +4,757 +56%
Creative Planning
33
Creative Planning
Kansas
$311K 13,180
BFEC
34
Benjamin F. Edwards & Company
Missouri
$310K 13,127
HWM
35
Horizons Wealth Management
North Carolina
$281K 11,900 +386 +3%
EH
36
Equitable Holdings
New York
$274K 11,599 +11,599 New
KOC
37
Koss-Olinger Consulting
Florida
$264K 11,202 +11,202 New
AA
38
Addison Advisors
Vermont
$261K 11,075 +11,075 New
NAM
39
NorthCrest Asset Manangement
Minnesota
$250K 10,578
CAM
40
Clark Asset Management
New Hampshire
$236K 9,987 +68 +0.7%
CPC
41
Cookson Peirce & Co
Pennsylvania
$229K 9,692 +9,692 New
TF
42
TLWM Financial
Texas
$226K 9,564 +675 +8%
BPA
43
Beacon Pointe Advisors
California
$200K 8,492 +8,492 New
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$156K 6,602 +2,758 +72%
HNB
45
Huntington National Bank
Ohio
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$33K 1,393
WB
47
Webster Bank
Connecticut
$24.4K 1,035 +400 +63%
OP
48
ORG Partners
Indiana
$20K 850 +850 New
AF
49
Advisornet Financial
Minnesota
$18.5K 784
IA
50
IFP Advisors
Florida
$16.5K 700