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Invesco BulletShares 2028 Corporate Bond ETF
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Overview Fund Activity

317 hedge funds and large institutions have $2.14B invested in Invesco BulletShares 2028 Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 168 increasing their positions, 75 reducing their positions, and 15 closing their positions.

Holders
317
Holders Change
+5
Holders Change %
+1.6%
% of All Funds
4.26%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.31%
New
26
Increased
168
Reduced
75
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LWANC
1
Laurel Wealth Advisors (North Carolina)
North Carolina
$140M
2
Wells Fargo
2
Wells Fargo
California
$149M
3
MF
3
Manchester Financial
California
$19.9M
4
Citadel Advisors
4
Citadel Advisors
Florida
$13.6M
5
FIBOI
5
First International Bank of Israel
$10.2M

Top Sellers

1
ACA
1
Aptus Capital Advisors
Alabama
$4.21M
2
Jane Street
2
Jane Street
New York
$2.51M
3
Raymond James Financial
3
Raymond James Financial
Florida
$113M
4
MFWM
4
Motley Fool Wealth Management
Virginia
$25M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$12.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$152M 7,397,729 +207,571 +3%
Wells Fargo
2
Wells Fargo
California
$149M 7,274,063 +1,451,491 +25%
LWANC
3
Laurel Wealth Advisors (North Carolina)
North Carolina
$140M 2,872,278 +2,751,669 +2,281%
Raymond James Financial
4
Raymond James Financial
Florida
$113M 5,503,246 -458,831 -8%
Lido Advisors
5
Lido Advisors
California
$108M 5,274,692 +226,487 +4%
LPL Financial
6
LPL Financial
California
$98M 4,783,420 +108,459 +2%
TA
7
TruWealth Advisors
Louisiana
$88.9M 4,341,009 +90,916 +2%
Bank of America
8
Bank of America
North Carolina
$69M 3,367,938 +43,015 +1%
CA
9
Clearstead Advisors
Ohio
$55.2M 2,696,392 +98,392 +4%
UBS Group
10
UBS Group
Switzerland
$54.4M 2,654,851 +325,395 +14%
HBT
11
Hills Bank & Trust
Iowa
$46.9M 2,289,871 +2,897 +0.1%
Invesco
12
Invesco
Georgia
$44.2M 2,157,631 +252,312 +13%
FFW
13
Fusion Family Wealth
New York
$33.4M 1,627,839 +84,518 +5%
MCM
14
MAI Capital Management
Ohio
$32.2M 1,569,972 +4,739 +0.3%
BCM
15
Brookstone Capital Management
Illinois
$28.1M 1,371,721 -73,399 -5%
TF
16
TLWM Financial
Texas
$27.8M 1,356,426 +976 +0.1%
MFWM
17
Motley Fool Wealth Management
Virginia
$25M 1,221,193 -389,151 -24%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$24.5M 1,196,457 +75,759 +7%
MA
19
MONECO Advisors
Connecticut
$20.4M 995,005 +146,415 +17%
MF
20
Manchester Financial
California
$19.9M 973,575 +814,110 +511%
AIM
21
Anchor Investment Management
South Carolina
$19.8M 965,775 +31,616 +3%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$18.8M 915,236 +130,979 +17%
SNWA
23
Siligmueller & Norvid Wealth Advisors
Illinois
$18.7M 914,990 +149,698 +20%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$16.6M 808,689 +24,316 +3%
MML Investors Services
25
MML Investors Services
Massachusetts
$16M 778,550 +66,755 +9%
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