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Invesco BulletShares 2028 Corporate Bond ETF

77 hedge funds and large institutions have $240M invested in Invesco BulletShares 2028 Corporate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 25 increasing their positions, 20 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
77
Holders Change
+11
Holders Change %
+16.67%
% of All Funds
1.33%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
25
Reduced
20
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Truist Financial
51
Truist Financial
North Carolina
$286K +$286K +14,958 New
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$275K +$275K +14,362 New
CCP
53
Carmel Capital Partners
California
$248K +$248K +12,961 New
Commonwealth Equity Services
54
Commonwealth Equity Services
Massachusetts
$237K +$306 +16 +0.1%
CA
55
Cetera Advisors
Colorado
$230K +$230K +12,006 New
CIAS
56
Capital Investment Advisory Services
North Carolina
$227K +$111K +5,815 +96%
SWM
57
Segment Wealth Management
Texas
$223K -$44.8K -2,340 -17%
FAM
58
Flaharty Asset Management
Florida
$206K
FCFS
59
First Command Financial Services
Texas
$201K
FCB
60
First Command Bank
Texas
$201K
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$137K +$137K +7,121 New
IBOK
62
Independence Bank of Kentucky
Kentucky
$128K
GI
63
GS Investments
Minnesota
$84K
BFEC
64
Benjamin F. Edwards & Company
Missouri
$61K +$61K +3,188 New
HWM
65
Horizons Wealth Management
North Carolina
$58K
GWM
66
Geneos Wealth Management
Colorado
$56K
HGERS
67
Householder Group Estate & Retirement Specialist
Arizona
$55K +$55K +2,883 New
HI
68
Harbour Investments
Wisconsin
$36K
AIM
69
Anchor Investment Management
South Carolina
$30.6K
SIC
70
SJS Investment Consulting
Ohio
$29K +$29K +1,497 New
ST
71
Smithfield Trust
Pennsylvania
$27K
AA
72
Addison Advisors
Vermont
$27K +$27K +1,430 New
AIP
73
Almanack Investment Partners
Pennsylvania
$19K +$19K +975 New
VCM
74
Vigilant Capital Management
Maine
$15K
SPIA
75
Steward Partners Investment Advisory
New York
$12K -$3.89K -204 -24%