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Invesco BulletShares 2027 Municipal Bond ETF
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Overview Fund Activity

119 hedge funds and large institutions have $170M invested in Invesco BulletShares 2027 Municipal Bond ETF in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 51 increasing their positions, 31 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
119
Holders Change
+6
Holders Change %
+5.31%
% of All Funds
1.6%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
15
Increased
51
Reduced
31
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KCM
Kathmere Capital Management
Pennsylvania
$3.3M
2
EC
Elequin Capital
New York
$2.09M
3
LPL Financial
LPL Financial
California
$10M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$1.39M
5
MA
MONECO Advisors
Connecticut
$2.83M

Top Sellers

1
AI
Atria Investments
North Carolina
$1.03M
2
Jane Street
Jane Street
New York
$0
3
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$0
4
Osaic Holdings
Osaic Holdings
Arizona
$1.94M
5
CA
CGN Advisors
Kansas
$795K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$12.6M -$105K -4,470 -0.8%
Wells Fargo
2
Wells Fargo
California
$10.5M +$118K +5,028 +1%
LPL Financial
3
LPL Financial
California
$10M +$2.06M +87,575 +26%
AUB
4
Atlantic Union Bankshares
Virginia
$7.41M +$856K +36,492 +13%
Invesco
5
Invesco
Georgia
$6.9M +$471K +20,082 +7%
KFI
6
Key Financial Inc
Pennsylvania
$6.66M – – –
CIM
7
Confluence Investment Management
Missouri
$6.22M -$207K -8,829 -3%
Bank of America
8
Bank of America
North Carolina
$6.04M +$622K +26,484 +11%
VA
9
VestGen Advisors
Illinois
$4.74M +$111K +4,705 +2%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$4.3M +$387K +16,483 +10%
CVA
11
Central Valley Advisors
California
$4.29M -$62.4K -2,659 -1%
Raymond James Financial
12
Raymond James Financial
Florida
$3.99M +$277K +11,784 +7%
UBS Group
13
UBS Group
Switzerland
$3.91M -$247K -10,504 -6%
NA
14
NewEdge Advisors
Louisiana
$3.87M +$230K +9,799 +6%
AWM
15
Avior Wealth Management
Nebraska
$3.47M -$228K -9,694 -6%
KCM
16
Kathmere Capital Management
Pennsylvania
$3.3M +$3.3M +140,666 New
IWC
17
Integrated Wealth Concepts
Massachusetts
$3.12M +$961K +40,933 +44%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$3.07M -$307K -13,096 -9%
PWP
19
Precedent Wealth Partners
Texas
$3.02M +$318K +13,538 +12%
MA
20
MONECO Advisors
Connecticut
$2.83M +$975K +41,543 +53%
ADL
21
Asset Dedication LLC
California
$2.51M +$45.6K +1,943 +2%
Focus Partners Wealth
22
Focus Partners Wealth
Massachusetts
$2.09M +$182K +7,747 +10%
EC
23
Elequin Capital
New York
$2.09M +$2.09M +89,011 New
Osaic Holdings
24
Osaic Holdings
Arizona
$1.94M -$749K -31,745 -28%
HBT
25
Hills Bank & Trust
Iowa
$1.84M +$1.17K +50 +0.1%
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