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Invesco BulletShares 2027 Municipal Bond ETF
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Overview Fund Activity

18 hedge funds and large institutions have $10.7M invested in Invesco BulletShares 2027 Municipal Bond ETF in 2021 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 2 closing their positions.

Holders
18
Holders Change
+2
Holders Change %
+12.5%
% of All Funds
0.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
7
Reduced
4
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$557K
2
Creative Planning
2
Creative Planning
Kansas
$409K
3
CPC
3
Cookson Peirce & Co
Pennsylvania
$332K
4
LPL Financial
4
LPL Financial
California
$664K
5
Morgan Stanley
5
Morgan Stanley
New York
$251K

Top Sellers

1
Jane Street
1
Jane Street
New York
$2.62M
2
Citadel Advisors
2
Citadel Advisors
Florida
$636K
3
ICG
3
InterOcean Capital Group
Tennessee
$0
4
BFA
4
Beaumont Financial Advisors
Massachusetts
$2.29M
5
BC
5
Barnett & Company
Tennessee
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Jane Street
1
Jane Street
New York
$2.62M 100,990 -92,663 -48%
BFA
2
Beaumont Financial Advisors
Massachusetts
$2.29M 88,261 -2,713 -3%
LPL Financial
3
LPL Financial
California
$664K 25,619 +5,382 +27%
Bank of America
4
Bank of America
North Carolina
$650K 25,065 +346 +1%
Citadel Advisors
5
Citadel Advisors
Florida
$636K 24,554 -14,813 -38%
RHP
6
Royal Harbor Partners
Texas
$611K 23,558 – –
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$557K 21,495 +21,495 New
TF
8
TLWM Financial
Texas
$468K 18,051 +1,536 +9%
Creative Planning
9
Creative Planning
Kansas
$409K 15,765 +15,765 New
CPC
10
Cookson Peirce & Co
Pennsylvania
$332K 12,817 +12,817 New
Osaic Holdings
11
Osaic Holdings
Arizona
$307K 11,844 +4,549 +62%
Thrivent Financial for Lutherans
12
Thrivent Financial for Lutherans
Minnesota
– – – –
Morgan Stanley
13
Morgan Stanley
New York
$251K 9,698 +5,067 +109%
ADL
14
Asset Dedication LLC
California
$217K 8,403 +3,491 +71%
KFI
15
Key Financial Inc
Pennsylvania
$166K 6,376 – –
CAPTRUST Financial Advisors
16
CAPTRUST Financial Advisors
North Carolina
$141K 5,427 – –
Wells Fargo
17
Wells Fargo
California
$88K 3,390 +1,305 +63%
UBS Group
18
UBS Group
Switzerland
$37K 1,451 -487 -25%
TRCT
19
Tower Research Capital (TRC)
New York
$1K 47 +47 New
ICG
20
InterOcean Capital Group
Tennessee
– – -8,475 Closed
BC
21
Barnett & Company
Tennessee
– – -726 Closed
CFGS
22
Concourse Financial Group Securities
Alabama
– – – –