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Invesco BulletShares 2027 Municipal Bond ETF
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Overview Fund Activity

83 hedge funds and large institutions have $107M invested in Invesco BulletShares 2027 Municipal Bond ETF in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 43 increasing their positions, 14 reducing their positions, and 4 closing their positions.

Holders
83
Holders Change
+9
Holders Change %
+12.16%
% of All Funds
1.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
43
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$11.8M
2
Jane Street
2
Jane Street
New York
$5.79M
3
Bank of America
3
Bank of America
North Carolina
$7.25M
4
AI
4
Atria Investments
North Carolina
$2.02M
5
SA
5
Sanctuary Advisors
Indiana
$1.81M

Top Sellers

1
RSA
1
River Street Advisors
Illinois
$0
2
SPIA
2
Steward Partners Investment Advisory
New York
$252K
3
WA
3
WESPAC Advisors
California
$407K
4
Wells Fargo
4
Wells Fargo
California
$4.89M
5
OA
5
Oceanside Advisors
South Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$11.8M 502,882 +275,954 +122%
Bank of America
2
Bank of America
North Carolina
$7.25M 308,879 +193,386 +167%
CIM
3
Confluence Investment Management
Missouri
$6.07M 258,410 -1,158 -0.4%
KFI
4
Key Financial Inc
Pennsylvania
$5.91M 251,706 +5,755 +2%
Jane Street
5
Jane Street
New York
$5.79M 246,463 +236,154 +2,291%
LPL Financial
6
LPL Financial
California
$5.06M 215,674 +12,989 +6%
Wells Fargo
7
Wells Fargo
California
$4.89M 208,416 -16,066 -7%
Invesco
8
Invesco
Georgia
$4.07M 173,436 +23,348 +16%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$3.54M 150,616 +7,798 +5%
AUB
10
Atlantic Union Bankshares
Virginia
$3.17M 135,107 +22,496 +20%
NA
11
NewEdge Advisors
Louisiana
$2.85M 121,344 +5,081 +4%
RJA
12
Raymond James & Associates
Florida
$2.6M 110,637 +3,040 +3%
UBS Group
13
UBS Group
Switzerland
$2.36M 100,679 +135 +0.1%
AI
14
Atria Investments
North Carolina
$2.02M 85,930 +85,930 New
SA
15
Sanctuary Advisors
Indiana
$1.81M 77,353 +77,353 New
Focus Partners Wealth
16
Focus Partners Wealth
Massachusetts
$1.81M 77,006 -3,234 -4%
ADL
17
Asset Dedication LLC
California
$1.66M 70,619 +1,527 +2%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$1.47M 62,666 +6,395 +11%
CA
19
CGN Advisors
Kansas
$1.42M 60,679 -7,729 -11%
KAS
20
Kestra Advisory Services
Texas
$1.38M 58,841 +20,882 +55%
AWM
21
Avior Wealth Management
Nebraska
$1.37M 58,519 +19,602 +50%
PWP
22
Precedent Wealth Partners
Texas
$1.36M 57,926 +9,289 +19%
FWM
23
Fortress Wealth Management
California
$1.2M 50,925 +356 +0.7%
Osaic Holdings
24
Osaic Holdings
Arizona
$1.17M 49,899 +11,651 +30%
FNB
25
Farmers National Bank
Kentucky
$1.07M 45,467 -649 -1%
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