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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 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
317
Holders Change
+5
Holders Change %
+1.6%
% of All Funds
4.25%
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
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
$140M
2
Wells Fargo
Wells Fargo
California
$149M
3
MF
Manchester Financial
California
$19.9M
4
Citadel Advisors
Citadel Advisors
Florida
$13.6M
5
UBS Group
UBS Group
Switzerland
$54.4M

Top Sellers

1
ACA
Aptus Capital Advisors
Alabama
$4.21M
2
Jane Street
Jane Street
New York
$2.51M
3
Raymond James Financial
Raymond James Financial
Florida
$113M
4
MFWM
Motley Fool Wealth Management
Virginia
$25M
5
Osaic Holdings
Osaic Holdings
Arizona
$12.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$15.7M +$990K +48,334 +7%
Baird Financial Group
27
Baird Financial Group
Wisconsin
$15.6M +$997K +48,665 +7%
Legacy Financial Group (Iowa)
28
Legacy Financial Group (Iowa)
Iowa
$15.4M -$1.23M -60,147 -7%
RMDI
29
R.M. Davis Inc
Maine
$15.3M +$3.18M +155,354 +26%
SFG
30
Sterling Financial Group
California
$15M +$176K +8,595 +1%
CAM
31
Clark Asset Management
New Hampshire
$14.8M +$2.17M +105,716 +17%
Citadel Advisors
32
Citadel Advisors
Florida
$13.6M +$12.5M +611,426 +1,133%
GGI
33
GPM Growth Investors
Michigan
$13.4M +$712K +34,769 +6%
Ameriprise
34
Ameriprise
Minnesota
$13.2M +$3.56M +173,858 +37%
Osaic Holdings
35
Osaic Holdings
Arizona
$12.9M -$5.73M -284,445 -31%
NA
36
NewEdge Advisors
Louisiana
$12.3M +$1.48M +72,180 +14%
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$11.9M +$3.13M +152,933 +36%
ADL
38
Asset Dedication LLC
California
$11.6M +$462K +22,546 +4%
GB
39
Goepper Burkhardt
South Carolina
$10.3M +$527K +25,736 +5%
KMC
40
Kirr Marbach & Co
Indiana
$10.3M +$572K +27,898 +6%
ACM
41
Advisors Capital Management
New Jersey
$10.2M +$44.6K +2,177 +0.4%
IF
42
Ironwood Financial
Arizona
$10.2M – – –
FIBOI
43
First International Bank of Israel
$10.2M +$10.2M +498,000 New
CPC
44
Cookson Peirce & Co
Pennsylvania
$10M +$80.7K +3,937 +0.8%
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$9.79M +$885K +43,203 +10%
CVA
46
Central Valley Advisors
California
$9.54M +$561K +27,384 +6%
AFWM
47
AMJ Financial Wealth Management
Virginia
$8.86M +$110K +5,351 +1%
HCM
48
Hengehold Capital Management
Ohio
$8.65M +$298K +14,550 +4%
SPWM
49
Straight Path Wealth Management
Michigan
$8.63M +$782K +38,150 +10%
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
$8.38M -$1.13M -55,150 -12%
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