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Invesco BulletShares 2027 Municipal Bond ETF

142 hedge funds and large institutions have $237M invested in Invesco BulletShares 2027 Municipal Bond ETF in 2026 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 72 increasing their positions, 27 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 27

50% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 12

12% more capital invested

Capital invested by funds: $211M → $237M (+$25.3M)

4% more funds holding

Funds holding: 137142 (+5)

2.08% more ownership

Funds ownership: 70.83%72.9% (+2.1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
142
Holders Change
+5
Holders Change %
+3.65%
% of All Funds
1.75%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
18
Increased
72
Reduced
27
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CBA
101
Coastal Bridge Advisors
Connecticut
$336K +$65.3K +2,753 +24%
CAL
102
Capital Analysts LLC
Pennsylvania
$330K +$783 +33 +0.2%
IWS
103
Intentional Wealth Strategies
Colorado
$312K +$313K +13,194 New
CA
104
CGN Advisors
Kansas
$311K -$33.6K -1,416 -10%
MW
105
Members Wealth
Pennsylvania
$306K -$48.7K -2,053 -14%
WIA
106
World Investment Advisors
California
$302K +$303K +12,786 New
VAS
107
Vestmark Advisory Solutions
Massachusetts
$302K +$303K +12,786 New
TCM
108
Tassel Capital Management
North Carolina
$294K +$19.9K +837 +7%
KPWS
109
Kestra Private Wealth Services
Texas
$292K +$293K +12,327 New
OFS
110
Opus Financial Solutions
Illinois
$282K
BEI
111
Benjamin Edwards Inc
Missouri
$279K -$23.9K -1,007 -8%
LIM
112
Leavell Investment Management
Alabama
$274K
BFS
113
BridgePort Financial Solutions
Iowa
$269K +$269K +11,354 New
IAA
114
Independent Advisor Alliance
North Carolina
$266K +$267K +11,252 New
WWM
115
Western Wealth Management
Colorado
$263K -$83.1K -3,500 -24%
ASN
116
Advisory Services Network
Georgia
$255K +$31.3K +1,320 +14%
IIM
117
Invariant Investment Management
Pennsylvania
$253K -$92.3K -3,890 -27%
FFG
118
Foundry Financial Group
New Hampshire
$231K +$231K +9,746 New
NL
119
NorthAvenue LLC
Ohio
$224K
CBTWT
120
Community Bank & Trust (Waco, Texas)
Texas
$220K
AFP
121
Ausdal Financial Partners
Iowa
$220K +$221K +9,298 New
FFA
122
Farther Finance Advisors
California
$216K -$134K -5,658 -38%
WWMP
123
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$216K -$129K -5,452 -37%
NFG
124
Nations Financial Group
Iowa
$214K
CPC
125
Cookson Peirce & Co
Pennsylvania
$208K -$8.28K -349 -4%