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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 %
SC
51
Savant Capital
Illinois
$723K 30,820 +19 +0.1%
CAM
52
Clark Asset Management
New Hampshire
$682K 29,061 +6,474 +29%
FFN
53
Focus Financial Network
Minnesota
$661K 28,157 -22,708 -45%
SPA
54
Sentinel Pension Advisors
Massachusetts
$660K 28,134 -837 -3%
KOC
55
Koss-Olinger Consulting
Florida
$646K 27,514 +27,514 New
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$634K 27,033 -2,704 -9%
WA
57
WESPAC Advisors
California
$607K 25,872 +8,550 +49%
Lido Advisors
58
Lido Advisors
California
$571K 24,312 +3,700 +18%
OIA
59
OneDigital Investment Advisors
Kansas
$565K 24,058 +852 +4%
YP
60
YANKCOM Partnership
South Dakota
$545K 23,226 +6,423 +38%
AWM
61
Accurate Wealth Management
Florida
$539K 22,857 +22,857 New
AFA
62
AA Financial Advisors
Ohio
$535K 22,808 +2,196 +11%
HGA
63
Hobbs Group Advisors
South Carolina
$530K 22,595 -15,952 -41%
TF
64
TLWM Financial
Texas
$526K 22,399 – –
SG
65
StoneX Group
New York
$519K 22,099 -6,160 -22%
MWM
66
Marietta Wealth Management
Georgia
$502K 21,380 +21,380 New
AA
67
Addison Advisors
Vermont
$471K 20,049 -1,321 -6%
SFG
68
Sterling Financial Group
California
$432K 18,423 -155 -0.8%
HI
69
Harbour Investments
Wisconsin
$427K 18,202 +384 +2%
PAG
70
Private Advisor Group
New Jersey
$419K 17,867 +5,715 +47%
Jones Financial Companies
71
Jones Financial Companies
Missouri
$404K 17,241 +6,131 +55%
BFA
72
Bill Few Associates
Pennsylvania
$402K 17,119 – –
VAMG
73
Voisard Asset Management Group
Michigan
$399K 16,980 +3,850 +29%
KV
74
Kickstand Ventures
New York
$398K 16,977 +1,799 +12%
HT
75
Heritage Trust
Oklahoma
$379K 16,134 -830 -5%
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3
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