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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
OFG
126
Opulen Financial Group
Virginia
$206K +$1.16K +49 +0.6%
HAG
127
HighPoint Advisor Group
Illinois
$203K +$204K +8,586 New
CBT
128
Crews Bank & Trust
Florida
$200K
PTC
129
Private Trust Company
Ohio
$170K +$120K +5,060 +239%
KOCAA
130
Knights of Columbus Asset Advisors
Connecticut
$167K
OSAM
131
O'Shaughnessy Asset Management
Connecticut
$161K
AIM
132
Anchor Investment Management
South Carolina
$147K +$147K +6,200 New
LFG
133
Larson Financial Group
Missouri
$127K
IA
134
IFP Advisors
Florida
$103K +$5.89K +248 +6%
PNC Financial Services Group
135
PNC Financial Services Group
Pennsylvania
$97.7K +$2.16K +91 +2%
GWM
136
Geneos Wealth Management
Colorado
$73.3K
CF
137
Collier Financial
Colorado
$46K -$14.9K -626 -24%
GSEP
138
Golden State Equity Partners
California
$20.1K +$20.2K +850 New
AF
139
Advisornet Financial
Minnesota
$18.5K
Carson Wealth (CWM LLC)
140
Carson Wealth (CWM LLC)
Nebraska
$13.2K -$19.8K -836 -60%
MCM
141
MAI Capital Management
Ohio
$13K -$40.8K -1,718 -76%
WBC
142
West Branch Capital
Massachusetts
$11.8K
TC
143
Trust Company
Kansas
$9.41K +$24 +1 +0.3%
CIM
144
Confluence Investment Management
Missouri
-$5.77M -243,914 Closed
EC
145
Elequin Capital
New York
-$3.68M -155,296 Closed
STA
146
Summit Trail Advisors
New York
-$792K -33,451 Closed
KOC
147
Koss-Olinger Consulting
Florida
-$770K -32,535 Closed
SG
148
StoneX Group
New York
-$339K -14,315 Closed
Susquehanna International Group
149
Susquehanna International Group
Pennsylvania
-$319K -13,465 Closed
Jane Street
150
Jane Street
New York
-$317K -13,406 Closed