BSMR icon

Invesco BulletShares 2027 Municipal Bond ETF

20 hedge funds and large institutions have $10.2M invested in Invesco BulletShares 2027 Municipal Bond ETF in 2021 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 2 closing their positions.

Holders
20
Holders Change
Holders Change %
0%
% of All Funds
0.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
7
Reduced
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BFA
1
Beaumont Financial Advisors
Massachusetts
$2.11M 81,918 -3,191 -4%
Jane Street
2
Jane Street
New York
$1.03M 39,981 -25,559 -39%
LPL Financial
3
LPL Financial
California
$872K 33,769 +6,500 +24%
Bank of America
4
Bank of America
North Carolina
$803K 31,131 +6,213 +25%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$711K 27,551 -3,615 -12%
RHP
6
Royal Harbor Partners
Texas
$608K 23,558
Osaic Holdings
7
Osaic Holdings
Arizona
$559K 21,638 +8,761 +68%
TF
8
TLWM Financial
Texas
$466K 18,051
Creative Planning
9
Creative Planning
Kansas
$407K 15,765
CPC
10
Cookson Peirce & Co
Pennsylvania
$391K 15,136 +3,947 +35%
ADL
11
Asset Dedication LLC
California
$359K 13,902 +4,429 +47%
Morgan Stanley
12
Morgan Stanley
New York
$277K 10,752 +1,576 +17%
NAM
13
NorthCrest Asset Manangement
Minnesota
$273K 10,578 +10,578 New
FIM
14
Freedom Investment Management
Connecticut
$268K 10,383 -992 -9%
Thrivent Financial for Lutherans
15
Thrivent Financial for Lutherans
Minnesota
CIC
16
Carnegie Investment Counsel
Ohio
$219K 8,500
FNB
17
Farmers National Bank
Kentucky
$213K 8,251 +8,251 New
KFI
18
Key Financial Inc
Pennsylvania
$165K 6,376
CAPTRUST Financial Advisors
19
CAPTRUST Financial Advisors
North Carolina
$140K 5,427
Wells Fargo
20
Wells Fargo
California
$50K 1,905 -450 -19%
UBS Group
21
UBS Group
Switzerland
$39K 1,531 +93 +6%
Citadel Advisors
22
Citadel Advisors
Florida
-16,718 Closed
HI
23
Harbour Investments
Wisconsin
-29 Closed
CFGS
24
Concourse Financial Group Securities
Alabama