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Invesco BulletShares 2027 Municipal Bond ETF
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Overview Fund Activity

92 hedge funds and large institutions have $120M invested in Invesco BulletShares 2027 Municipal Bond ETF in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 49 increasing their positions, 14 reducing their positions, and 4 closing their positions.

Holders
92
Holders Change
+9
Holders Change %
+10.84%
% of All Funds
1.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
49
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SA
1
Sanctuary Advisors
Indiana
$4.1M
2
Wells Fargo
2
Wells Fargo
California
$6.69M
3
LPL Financial
3
LPL Financial
California
$6.64M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.39M
5
CW
5
CreativeOne Wealth
Kansas
$1.29M

Top Sellers

1
Jane Street
1
Jane Street
New York
$3M
2
Bank of America
2
Bank of America
North Carolina
$4.62M
3
RJA
3
Raymond James & Associates
Florida
$1.76M
4
Morgan Stanley
4
Morgan Stanley
New York
$11.3M
5
FTUS
5
Flow Traders U.S.
New York
$307K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$11.3M 476,425 -26,457 -5%
Wells Fargo
2
Wells Fargo
California
$6.69M 282,296 +73,880 +35%
LPL Financial
3
LPL Financial
California
$6.64M 280,338 +64,664 +30%
KFI
4
Key Financial Inc
Pennsylvania
$6.47M 273,136 +21,430 +9%
CIM
5
Confluence Investment Management
Missouri
$5.77M 243,449 -14,961 -6%
Bank of America
6
Bank of America
North Carolina
$4.62M 194,806 -114,073 -37%
Invesco
7
Invesco
Georgia
$4.51M 190,362 +16,926 +10%
AUB
8
Atlantic Union Bankshares
Virginia
$4.41M 186,189 +51,082 +38%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$4.3M 181,348 +30,732 +20%
SA
10
Sanctuary Advisors
Indiana
$4.1M 173,028 +95,675 +124%
UBS Group
11
UBS Group
Switzerland
$3.56M 150,194 +49,515 +49%
Jane Street
12
Jane Street
New York
$3M 126,453 -120,010 -49%
NA
13
NewEdge Advisors
Louisiana
$2.96M 124,697 +3,353 +3%
AI
14
Atria Investments
North Carolina
$2.14M 90,359 +4,429 +5%
AWM
15
Avior Wealth Management
Nebraska
$2.1M 88,559 +30,040 +51%
ADL
16
Asset Dedication LLC
California
$1.94M 81,723 +11,104 +16%
RJA
17
Raymond James & Associates
Florida
$1.76M 74,161 -36,476 -33%
Focus Partners Wealth
18
Focus Partners Wealth
Massachusetts
$1.71M 72,331 -4,675 -6%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$1.67M 70,587 +7,921 +13%
PWP
20
Precedent Wealth Partners
Texas
$1.66M 69,835 +11,909 +21%
KAS
21
Kestra Advisory Services
Texas
$1.44M 60,785 +1,944 +3%
CA
22
CGN Advisors
Kansas
$1.43M 60,523 -156 -0.3%
Osaic Holdings
23
Osaic Holdings
Arizona
$1.41M 59,484 +9,585 +19%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$1.39M 58,464 +58,464 New
HighTower Advisors
25
HighTower Advisors
Illinois
$1.33M 56,261 +35,407 +170%
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