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Invesco BulletShares 2028 Corporate Bond ETF
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Overview Fund Activity

196 hedge funds and large institutions have $1.02B invested in Invesco BulletShares 2028 Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 99 increasing their positions, 26 reducing their positions, and 3 closing their positions.

Holders
196
Holders Change
+55
Holders Change %
+39.01%
% of All Funds
2.87%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.1%
New
60
Increased
99
Reduced
26
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$209M
2
Lido Advisors
2
Lido Advisors
California
$36.6M
3
BCM
3
Brookstone Capital Management
Illinois
$32.1M
4
TA
4
TruWealth Advisors
Louisiana
$50.2M
5
HBT
5
Hills Bank & Trust
Iowa
$17.7M

Top Sellers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$6.46M
2
Jane Street
2
Jane Street
New York
$11M
3
Ameriprise
3
Ameriprise
Minnesota
$5.86M
4
SCA
4
Stonebridge Capital Advisors
Minnesota
$3.5M
5
AWM
5
Avior Wealth Management
Nebraska
$223K
Name Market Value Shares Shares
Change 		Shares
Change %
CAM
51
Clark Asset Management
New Hampshire
$3.45M 170,132 +53,391 +46%
VDI
52
Vaughan David Investments
Illinois
$3.34M 164,899 +164,899 New
CCP
53
Carmel Capital Partners
California
$3.24M 159,799 +49,458 +45%
RC
54
Rovin Capital
Arizona
$3.17M 156,134 +3,065 +2%
IWC
55
Integrated Wealth Concepts
Massachusetts
$3.03M 149,525 -14,120 -9%
R
56
Rebalance
California
$3M 148,001 +148,001 New
CP
57
Camelot Portfolios
Ohio
$2.75M 135,838 +33,358 +33%
AA
58
Addison Advisors
Vermont
$2.68M 131,957 +15,880 +14%
MGIA
59
Matthew Goff Investment Advisor
Texas
$2.6M 128,382 +37,761 +42%
SIC
60
SFE Investment Counsel
California
$2.56M 125,999 +37,755 +43%
MML Investors Services
61
MML Investors Services
Massachusetts
$2.5M 123,150 +52,456 +74%
EWM
62
Empirical Wealth Management
Washington
$2.43M 119,902 +16,911 +16%
NCM
63
Novare Capital Management
North Carolina
$2.37M 116,731 -10,955 -9%
SFA
64
Souders Financial Advisors
Ohio
$2.36M 116,578 +6,233 +6%
ECM
65
Exchange Capital Management
Michigan
$2.21M 108,730 +13,814 +15%
OLA
66
Oliver Luxxe Assets
New Jersey
$2.19M 108,065 +9,949 +10%
SAM
67
Secure Asset Management
Michigan
$2.16M 106,381 +1,379 +1%
BCI
68
Brinker Capital Investments
Pennsylvania
$1.98M 98,171 +98,171 New
OPS
69
Orion Portfolio Solutions
Nebraska
$1.98M 98,171 +98,171 New
AIM
70
Aspen Investment Management
Michigan
$1.93M 94,990 +94,990 New
CTA
71
Colonial Trust Advisors
South Carolina
$1.87M 92,165 +24,863 +37%
Northwestern Mutual Wealth Management
72
Northwestern Mutual Wealth Management
Wisconsin
$1.83M 90,338 +77,494 +603%
Susquehanna International Group
73
Susquehanna International Group
Pennsylvania
$1.75M 86,240 +86,240 New
RMDI
74
R.M. Davis Inc
Maine
$1.73M 85,502 +14,295 +20%
MCB
75
Morton Community Bank
Illinois
$1.72M 84,760 +84,760 New
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