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Invesco BulletShares 2028 Corporate Bond ETF

389 hedge funds and large institutions have $2.65B invested in Invesco BulletShares 2028 Corporate Bond ETF in 2026 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 220 increasing their positions, 81 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

172% more repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 81

36% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 28

9% more funds holding in top 10

Funds holding in top 10: 2224 (+2)

6% more capital invested

Capital invested by funds: $2.49B → $2.65B (+$162M)

1% more funds holding

Funds holding: 384389 (+5)

0.96% less ownership

Funds ownership: 78.7%77.74% (-0.96%)

Holders
389
Holders Change
+5
Holders Change %
+1.3%
% of All Funds
4.79%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.3%
New
38
Increased
220
Reduced
81
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$186M +$9.49M +461,693 +5%
Wells Fargo
2
Wells Fargo
California
$161M +$1M +48,664 +0.6%
LPL Financial
3
LPL Financial
California
$156M +$7.58M +368,878 +5%
Raymond James Financial
4
Raymond James Financial
Florida
$127M -$1.13M -55,008 -0.9%
Lido Advisors
5
Lido Advisors
California
$101M -$8.64M -420,368 -8%
UBS Group
6
UBS Group
Switzerland
$98.3M +$23M +1,121,422 +30%
TA
7
TruWealth Advisors
Louisiana
$92.8M +$1.37M +66,710 +1%
Bank of America
8
Bank of America
North Carolina
$91.2M +$15.5M +752,039 +20%
Invesco
9
Invesco
Georgia
$72.1M +$4.95M +240,732 +7%
CA
10
Clearstead Advisors
Ohio
$66.5M +$3.97M +192,911 +6%
HBT
11
Hills Bank & Trust
Iowa
$50.7M +$1.93M +94,056 +4%
MCM
12
MAI Capital Management
Ohio
$47.2M +$5.31M +258,584 +13%
FFW
13
Fusion Family Wealth
New York
$45.9M +$3.2M +155,846 +7%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$43.2M +$8.48M +412,779 +24%
SFG
15
SNS Financial Group
Minnesota
$34.8M +$9.67M +470,696 +38%
TF
16
TLWM Financial
Texas
$33M +$2.3M +111,729 +7%
BCM
17
Brookstone Capital Management
Illinois
$29.1M +$506K +24,640 +2%
RMDI
18
R.M. Davis Inc
Maine
$26.5M +$1.87M +91,193 +8%
MA
19
MONECO Advisors
Connecticut
$25.5M +$924K +44,951 +4%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$25.4M +$2.57M +125,273 +11%
Osaic Holdings
21
Osaic Holdings
Arizona
$24.5M +$2.25M +109,411 +10%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$24.1M +$1.98M +96,389 +9%
AIM
23
Anchor Investment Management
South Carolina
$23.6M +$1.36M +65,953 +6%
Stifel Financial
24
Stifel Financial
Missouri
$23.1M +$5.41M +263,031 +30%
MML Investors Services
25
MML Investors Services
Massachusetts
$23M +$2.36M +114,768 +11%