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Invesco BulletShares 2027 Municipal Bond ETF
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Overview Fund Activity

108 hedge funds and large institutions have $138M invested in Invesco BulletShares 2027 Municipal Bond ETF in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 51 increasing their positions, 11 reducing their positions, and 9 closing their positions.

Holders
108
Holders Change
+16
Holders Change %
+17.39%
% of All Funds
1.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
27
Increased
51
Reduced
11
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AUB
1
Atlantic Union Bankshares
Virginia
$5.91M
2
Morgan Stanley
2
Morgan Stanley
New York
$12.6M
3
CWM
3
Cornerstone Wealth Management
Missouri
$1.19M
4
Invesco
4
Invesco
Georgia
$5.67M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$2.82M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
CW
3
CreativeOne Wealth
Kansas
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$0
5
KAS
5
Kestra Advisory Services
Texas
$943K
Name Market Value Shares Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$529K 22,396 +8,530 +62%
TF
52
TLWM Financial
Texas
$526K 22,276 +436 +2%
KCM
53
Kathmere Capital Management
Pennsylvania
$523K 22,158 +22,158 New
CAPTRUST Financial Advisors
54
CAPTRUST Financial Advisors
North Carolina
$489K 20,741 +8,427 +68%
Lido Advisors
55
Lido Advisors
California
$486K 20,612 +8,300 +67%
AA
56
Addison Advisors
Vermont
$484K 20,510 -100 -0.5%
MWA
57
Midland Wealth Advisors
Illinois
$477K 20,194 – –
AFA
58
AA Financial Advisors
Ohio
$474K 20,092 -2,226 -10%
OIA
59
OneDigital Investment Advisors
Kansas
$448K 18,978 – –
IAA
60
Independent Advisor Alliance
North Carolina
$419K 17,752 +17,752 New
HNB
61
Huntington National Bank
Ohio
– – – –
WA
62
WESPAC Advisors
California
$409K 17,322 – –
BFA
63
Bill Few Associates
Pennsylvania
$404K 17,119 – –
YP
64
YANKCOM Partnership
South Dakota
$397K 16,803 +16,803 New
BPA
65
Beacon Pointe Advisors
California
$385K 16,322 +2,006 +14%
SFG
66
Sterling Financial Group
California
$379K 16,078 +247 +2%
BEI
67
Benjamin Edwards Inc
Missouri
$373K 15,809 +146 +0.9%
HWM
68
Horizons Wealth Management
North Carolina
$372K 15,763 – –
CW
69
Cooksen Wealth
Texas
$351K 14,862 – –
Thrivent Financial for Lutherans
70
Thrivent Financial for Lutherans
Minnesota
$331K 14,015 – –
CF
71
Collier Financial
Colorado
$329K 13,923 +13,923 New
Wealth Enhancement Advisory Services
72
Wealth Enhancement Advisory Services
Minnesota
$328K 13,883 +13,883 New
FIM
73
Freedom Investment Management
Connecticut
$300K 12,705 +12,705 New
HWM
74
Howard Wealth Management
Connecticut
$298K 12,615 +1,945 +18%
KF
75
Krilogy Financial
Missouri
$291K 12,334 – –
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