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Invesco BulletShares 2027 Municipal Bond ETF
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Overview Fund Activity

70 hedge funds and large institutions have $80.5M invested in Invesco BulletShares 2027 Municipal Bond ETF in 2023 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 25 increasing their positions, 11 reducing their positions, and 4 closing their positions.

Holders
70
Holders Change
+17
Holders Change %
+32.08%
% of All Funds
1.03%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
25
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$10.3M
2
KFI
2
Key Financial Inc
Pennsylvania
$4.82M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$3.18M
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$1.28M
5
FWM
5
Fortress Wealth Management
California
$1.2M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$268K
2
SFG
2
Sterling Financial Group
California
$2.15M
3
Jane Street
3
Jane Street
New York
$1.26M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
MOS
5
MGO One Seven
Ohio
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$10.3M 430,102 +282,791 +192%
CIM
2
Confluence Investment Management
Missouri
$6.23M 260,585 -2,702 -1%
KFI
3
Key Financial Inc
Pennsylvania
$4.82M 201,711 +160,075 +384%
LPL Financial
4
LPL Financial
California
$4.26M 178,411 +16,940 +10%
Wells Fargo
5
Wells Fargo
California
$3.9M 163,166 +12,508 +8%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$3.18M 133,191 +61,003 +85%
Invesco
7
Invesco
Georgia
$3.18M 133,151 +15,210 +13%
NA
8
NewEdge Advisors
Louisiana
$2.73M 114,098 +1,706 +2%
RJA
9
Raymond James & Associates
Florida
$2.53M 105,775 +5,987 +6%
AUB
10
Atlantic Union Bankshares
Virginia
$2.49M 104,005 +29,316 +39%
CA
11
CGN Advisors
Kansas
$2.34M 97,806 +4,752 +5%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$2.31M 96,522 +9,530 +11%
UBS Group
13
UBS Group
Switzerland
$2.21M 92,400 +48,800 +112%
SFG
14
Sterling Financial Group
California
$2.15M 89,941 -37,065 -29%
Bank of America
15
Bank of America
North Carolina
$1.93M 80,646 +5,497 +7%
ADL
16
Asset Dedication LLC
California
$1.39M 57,910 +1,668 +3%
Focus Partners Wealth
17
Focus Partners Wealth
Massachusetts
$1.28M 53,627 +53,627 New
Jane Street
18
Jane Street
New York
$1.26M 52,784 -17,513 -25%
FWM
19
Fortress Wealth Management
California
$1.2M 50,234 +50,234 New
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$1.19M 49,615 +4,844 +11%
FNB
21
Farmers National Bank
Kentucky
$1.07M 44,822 +2,169 +5%
APA
22
Astoria Portfolio Advisors
New York
$1.02M 42,874 +42,874 New
KAS
23
Kestra Advisory Services
Texas
$955K 39,967 +39,967 New
Osaic Holdings
24
Osaic Holdings
Arizona
$944K 39,495 +5,303 +16%
PWP
25
Precedent Wealth Partners
Texas
$923K 38,616 +38,616 New
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