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Invesco BulletShares 2028 Corporate Bond ETF

141 hedge funds and large institutions have $558M invested in Invesco BulletShares 2028 Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 83 increasing their positions, 29 reducing their positions, and 4 closing their positions.

Holders
141
Holders Change
+8
Holders Change %
+6.02%
% of All Funds
2.25%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
16
Increased
83
Reduced
29
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
VIM
26
Vista Investment Management
Pennsylvania
$5.61M -$108K -5,595 -2%
CG
27
Colony Group
Massachusetts
$5.46M -$213K -10,974 -4%
IAS
28
IMA Advisory Services
Colorado
$5.28M +$5.28M +272,675 New
MWM
29
Marietta Wealth Management
Georgia
$5.15M -$86.9K -4,486 -2%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$4.97M +$358K +18,474 +8%
RJA
31
Raymond James & Associates
Florida
$4.52M +$1.2M +61,802 +36%
SCA
32
Stonebridge Capital Advisors
Minnesota
$4.18M +$559K +28,877 +15%
CCB
33
Country Club Bank
Missouri
$4.11M +$325K +16,784 +9%
GB
34
Goepper Burkhardt
South Carolina
$3.6M +$1.46M +75,150 +68%
AWG
35
Altus Wealth Group
Colorado
$3.3M -$31.8K -1,641 -1%
HWM
36
Horizons Wealth Management
North Carolina
$3.29M +$209K +10,768 +7%
IWC
37
Integrated Wealth Concepts
Massachusetts
$3.17M -$72.9K -3,765 -2%
CIC
38
Carnegie Investment Counsel
Ohio
$3.06M -$254K -13,101 -8%
RC
39
Rovin Capital
Arizona
$2.96M -$3.95K -204 -0.1%
EH
40
Equitable Holdings
New York
$2.61M +$2.33M +120,566 +840%
RSC
41
Red Spruce Capital
Pennsylvania
$2.55M +$1.17M +60,261 +84%
NCM
42
Novare Capital Management
North Carolina
$2.47M -$69.1K -3,567 -3%
CAM
43
Clark Asset Management
New Hampshire
$2.26M +$739K +38,171 +49%
AA
44
Addison Advisors
Vermont
$2.25M +$498K +25,741 +28%
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$2.15M +$688K +35,539 +47%
SFA
46
Souders Financial Advisors
Ohio
$2.14M +$91K +4,697 +4%
CCP
47
Carmel Capital Partners
California
$2.14M +$437K +22,546 +26%
SAM
48
Secure Asset Management
Michigan
$2.03M -$55.7K -2,875 -3%
EWM
49
Empirical Wealth Management
Washington
$1.99M +$19.4K +1,001 +1%
CP
50
Camelot Portfolios
Ohio
$1.98M -$736K -38,028 -27%