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Invesco BulletShares 2027 Municipal Bond ETF

51 hedge funds and large institutions have $57.9M invested in Invesco BulletShares 2027 Municipal Bond ETF in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 5 reducing their positions, and 4 closing their positions.

Holders
51
Holders Change
+6
Holders Change %
+13.33%
% of All Funds
0.8%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
10
Increased
27
Reduced
5
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CIM
1
Confluence Investment Management
Missouri
$6.26M 265,060 -6,254 -2%
Wells Fargo
2
Wells Fargo
California
$5.35M 226,567 +8,756 +4%
Morgan Stanley
3
Morgan Stanley
New York
$4.12M 174,642 -393,099 -69%
Jane Street
4
Jane Street
New York
$3.98M 168,741 +95,790 +131%
LPL Financial
5
LPL Financial
California
$3.04M 128,690 -29,471 -19%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$2.88M 121,975 +10,477 +9%
SFG
7
Sterling Financial Group
California
$2.85M 120,791 +32,000 +36%
NA
8
NewEdge Advisors
Louisiana
$2.7M 114,463 -1,345 -1%
Invesco
9
Invesco
Georgia
$2.68M 113,352 +4,361 +4%
RJA
10
Raymond James & Associates
Florida
$2.25M 95,542 +28,069 +42%
CA
11
CGN Advisors
Kansas
$1.94M 82,370 +5,212 +7%
Bank of America
12
Bank of America
North Carolina
$1.66M 70,222 +8,704 +14%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$1.63M 69,079 +14,618 +27%
AUB
14
Atlantic Union Bankshares
Virginia
$1.26M 53,532 +35,290 +193%
ADL
15
Asset Dedication LLC
California
$1.21M 50,977 +5,768 +13%
SPIA
16
Steward Partners Investment Advisory
New York
$978K 41,450 +14,853 +56%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$905K 38,366 +38,366 New
FNB
18
Farmers National Bank
Kentucky
$903K 38,242 +1,790 +5%
SC
19
Savant Capital
Illinois
$878K 37,198 -13,673 -27%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$823K 34,860 +12,936 +59%
CG
21
Colony Group
Massachusetts
$796K 33,732 +33,732 New
Osaic Holdings
22
Osaic Holdings
Arizona
$794K 33,663 +2,133 +7%
KFI
23
Key Financial Inc
Pennsylvania
$694K 29,426 +6,450 +28%
UBS Group
24
UBS Group
Switzerland
$684K 28,967 +21,031 +265%
AWM
25
Avior Wealth Management
Nebraska
$607K 25,706 +1,362 +6%