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Invesco BulletShares 2027 Municipal Bond ETF
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Overview Fund Activity

31 hedge funds and large institutions have $14.9M invested in Invesco BulletShares 2027 Municipal Bond ETF in 2022 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 0 closing their positions.

Holders
31
Holders Change
+10
Holders Change %
+47.62%
% of All Funds
0.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
7
Reduced
8
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NA
1
NewEdge Advisors
Louisiana
$1.87M
2
CA
2
CGN Advisors
Kansas
$832K
3
Wells Fargo
3
Wells Fargo
California
$826K
4
Jane Street
4
Jane Street
New York
$1.82M
5
CA
5
Claro Advisors
Massachusetts
$366K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$150K
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$271K
3
BFA
3
Beaumont Financial Advisors
Massachusetts
$1.74M
4
UBS Group
4
UBS Group
Switzerland
$39K
5
CPC
5
Cookson Peirce & Co
Pennsylvania
$308K
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$2.12M 89,816 -11 -0%
NA
2
NewEdge Advisors
Louisiana
$1.87M 79,106 +79,106 New
Jane Street
3
Jane Street
New York
$1.82M 77,077 +21,635 +39%
BFA
4
Beaumont Financial Advisors
Massachusetts
$1.74M 73,720 -6,469 -8%
CA
5
CGN Advisors
Kansas
$832K 35,201 +35,201 New
Wells Fargo
6
Wells Fargo
California
$826K 34,913 +31,503 +924%
Osaic Holdings
7
Osaic Holdings
Arizona
$600K 25,358 +1,130 +5%
RHP
8
Royal Harbor Partners
Texas
$557K 23,558 – –
TF
9
TLWM Financial
Texas
$473K 20,002 +1,951 +11%
ADL
10
Asset Dedication LLC
California
$410K 17,374 -829 -5%
CA
11
Claro Advisors
Massachusetts
$366K 15,500 +15,500 New
Creative Planning
12
Creative Planning
Kansas
$312K 13,180 – –
CPC
13
Cookson Peirce & Co
Pennsylvania
$308K 13,029 -1,304 -9%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$271K 11,479 -19,267 -63%
NAM
15
NorthCrest Asset Manangement
Minnesota
$250K 10,578 +10,578 New
FNB
16
Farmers National Bank
Kentucky
$241K 10,210 +1,060 +12%
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
$237K 10,037 – –
FIM
18
Freedom Investment Management
Connecticut
$229K 9,696 -720 -7%
Morgan Stanley
19
Morgan Stanley
New York
$229K 9,691 +590 +6%
CIC
20
Carnegie Investment Counsel
Ohio
$201K 8,500 – –
HWM
21
Horizons Wealth Management
North Carolina
$197K 8,243 +8,243 New
CAPTRUST Financial Advisors
22
CAPTRUST Financial Advisors
North Carolina
$193K 8,144 +221 +3%
KFI
23
Key Financial Inc
Pennsylvania
$151K 6,376 – –
Bank of America
24
Bank of America
North Carolina
$150K 6,341 -23,732 -79%
BFEC
25
Benjamin F. Edwards & Company
Missouri
$97K 4,100 +4,100 New
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