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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 %
BPA
76
Beacon Pointe Advisors
California
$378K 16,122 -206 -1%
HWM
77
Horizons Wealth Management
North Carolina
$374K 15,923 +160 +1%
Cetera Investment Advisers
78
Cetera Investment Advisers
Illinois
$370K 15,762 +2,542 +19%
Wealth Enhancement Advisory Services
79
Wealth Enhancement Advisory Services
Minnesota
$363K 15,403 +31 +0.2%
WWA
80
Wingate Wealth Advisors
Massachusetts
$352K 15,014 +109 +0.7%
CW
81
Cooksen Wealth
Texas
$349K 14,862 – –
HWM
82
Howard Wealth Management
Connecticut
$345K 14,690 +2,075 +16%
PFS
83
Prospera Financial Services
Texas
$305K 13,009 – –
HNB
84
Huntington National Bank
Ohio
– – – –
JCM
85
Jacobi Capital Management
Pennsylvania
$287K 12,238 +2,480 +25%
LC
86
Landaas & Company
Wisconsin
$283K 12,061 +12,061 New
FIM
87
Freedom Investment Management
Connecticut
$279K 11,898 -563 -5%
BEI
88
Benjamin Edwards Inc
Missouri
$277K 11,791 -1,119 -9%
SWM
89
Silverlake Wealth Management
Vermont
$276K 11,768 – –
Ameriprise
90
Ameriprise
Minnesota
$263K 11,221 +11,221 New
LPT
91
Legacy Private Trust
Wisconsin
$262K 11,175 +11,175 New
PNC Financial Services Group
92
PNC Financial Services Group
Pennsylvania
$259K 11,055 -554 -5%
RSA
93
River Street Advisors
Illinois
$259K 11,040 +11,040 New
WA
94
Waverly Advisors
Alabama
$258K 10,984 +691 +7%
SFG
95
SNS Financial Group
Minnesota
$250K 10,665 +10,665 New
TCM
96
Tassel Capital Management
North Carolina
$250K 10,659 +77 +0.7%
DWM
97
Denver Wealth Management
Colorado
$246K 10,465 -654 -6%
FTUS
98
Flow Traders U.S.
New York
$231K 9,823 +9,823 New
BCM
99
Brookstone Capital Management
Illinois
$223K 9,484 -1,579 -14%
WWM
100
Western Wealth Management
Colorado
$214K 9,100 +9,100 New
2 3
4
5 6