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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.

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

Top Sellers

1
AI
Atria Investments
North Carolina
$1.03M
2
Jane Street
Jane Street
New York
$0
3
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$0
4
Osaic Holdings
Osaic Holdings
Arizona
$1.94M
5
CA
CGN Advisors
Kansas
$795K
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
26
HighTower Advisors
Illinois
$1.77M +$262K +11,158 +17%
MML Investors Services
27
MML Investors Services
Massachusetts
$1.74M +$318K +13,556 +22%
Stifel Financial
28
Stifel Financial
Missouri
$1.48M +$181K +7,692 +14%
Thrivent Financial for Lutherans
29
Thrivent Financial for Lutherans
Minnesota
$1.39M +$1.06M +45,034 +321%
CWM
30
Cornerstone Wealth Management
Missouri
$1.37M +$81.4K +3,469 +6%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$1.17M +$5.09K +217 +0.4%
EH
32
Equitable Holdings
New York
$1.16M +$80K +3,407 +7%
PFG
33
PAX Financial Group
Texas
$1.14M -$141K -6,028 -11%
FNB
34
Farmers National Bank
Kentucky
$1.13M +$36K +1,532 +3%
FF
35
Farnam Financial
Arizona
$1.11M – – –
Brown Advisory
36
Brown Advisory
Maryland
$1.09M – – –
ACM
37
AlphaStar Capital Management
North Carolina
$1.09M +$138K +5,875 +15%
APA
38
Astoria Portfolio Advisors
New York
$1.03M -$304K -12,963 -23%
AI
39
Atria Investments
North Carolina
$1.03M -$2.4M -102,118 -70%
ACA
40
Aptus Capital Advisors
Alabama
$1M +$7.16K +305 +0.7%
S
41
SignatureFD
Georgia
$1M – – –
KAS
42
Kestra Advisory Services
Texas
$980K -$6.69K -285 -0.7%
PWM
43
Paulson Wealth Management
Illinois
$973K -$71.8K -3,058 -7%
CAPTRUST Financial Advisors
44
CAPTRUST Financial Advisors
North Carolina
$885K – – –
SVWA
45
Sarver Vrooman Wealth Advisors
Missouri
$826K – – –
FCAS
46
First Command Advisory Services
Texas
$806K +$7.7K +328 +1%
VWWMG
47
Vermillion & White Wealth Management Group
Pennsylvania
$797K -$297K -12,642 -27%
CA
48
CGN Advisors
Kansas
$795K -$563K -24,008 -41%
MWM
49
Meridian Wealth Management
Kentucky
$789K – – –
WAP
50
Wealthcare Advisory Partners
Pennsylvania
$780K +$55.7K +2,372 +8%
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