BSMR icon

Invesco BulletShares 2027 Municipal Bond ETF

42 hedge funds and large institutions have $41.8M invested in Invesco BulletShares 2027 Municipal Bond ETF in 2022 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 16 increasing their positions, 5 reducing their positions, and 5 closing their positions.

Holders
42
Holders Change
+11
Holders Change %
+35.48%
% of All Funds
0.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
16
Reduced
5
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$11.7M 496,663 +471,007 +1,836%
CIM
2
Confluence Investment Management
Missouri
$6.32M 268,583 +268,583 New
Wells Fargo
3
Wells Fargo
California
$4.11M 174,907 +153,760 +727%
LPL Financial
4
LPL Financial
California
$3.44M 146,216 +46,244 +46%
SFG
5
Sterling Financial Group
California
$2.09M 88,791 +88,791 New
Invesco
6
Invesco
Georgia
$1.73M 73,427 +58,828 +403%
CA
7
CGN Advisors
Kansas
$1.38M 58,497 +17,425 +42%
RJA
8
Raymond James & Associates
Florida
$955K 40,608 +15,421 +61%
FNB
9
Farmers National Bank
Kentucky
$828K 35,198 +24,988 +245%
Osaic Holdings
10
Osaic Holdings
Arizona
$759K 32,260 +1,486 +5%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$744K 31,624 +31,624 New
ADL
12
Asset Dedication LLC
California
$735K 31,124 +12,223 +65%
Bank of America
13
Bank of America
North Carolina
$709K 30,167 +1,635 +6%
SPIA
14
Steward Partners Investment Advisory
New York
$654K 27,795 +27,795 New
SCFS
15
S.C. Financial Services
Arizona
$564K 23,960 +23,960 New
RHP
16
Royal Harbor Partners
Texas
$465K 19,773 -3,785 -16%
AUB
17
Atlantic Union Bankshares
Virginia
$434K 18,436 +18,436 New
Jane Street
18
Jane Street
New York
$419K 17,797 -115,926 -87%
CA
19
Claro Advisors
Massachusetts
$365K 15,500
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$354K 15,063 +15,063 New
PWM
21
Paulson Wealth Management
Illinois
$332K 14,119 +14,119 New
Creative Planning
22
Creative Planning
Kansas
$310K 13,180
BFEC
23
Benjamin F. Edwards & Company
Missouri
$304K 12,927 +3,800 +42%
Stifel Financial
24
Stifel Financial
Missouri
$300K 12,772 +12,772 New
TF
25
TLWM Financial
Texas
$246K 10,477 +10,477 New