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Invesco BulletShares 2028 Corporate Bond ETF
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Overview Fund Activity

220 hedge funds and large institutions have $1.15B invested in Invesco BulletShares 2028 Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 141 increasing their positions, 29 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
220
Holders Change
+24
Holders Change %
+12.24%
% of All Funds
3.19%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
31
Increased
141
Reduced
29
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Lido Advisors
Lido Advisors
California
$92.1M
2
HBT
Hills Bank & Trust
Iowa
$37.7M
3
LPL Financial
LPL Financial
California
$49.1M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$43.9M
5
SFG
Sterling Financial Group
California
$12.3M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$128M
2
ACA
Aptus Capital Advisors
Alabama
$13.9M
3
LPT
Legacy Private Trust
Wisconsin
$3.69M
4
HighTower Advisors
HighTower Advisors
Illinois
$2.63M
5
Osaic Holdings
Osaic Holdings
Arizona
$12.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
4FG
126
4Thought Financial Group
New York
$795K -$4.92K -245 -0.6%
Franklin Resources
127
Franklin Resources
California
$762K – – –
HSWS
128
Higgins & Schmidt Wealth Strategies
Colorado
$746K +$33.7K +1,677 +5%
CIA
129
Capital Investment Advisors
Georgia
$737K -$40.8K -2,033 -5%
KMC
130
Kirr Marbach & Co
Indiana
$707K -$83K -4,134 -11%
LIM
131
Leavell Investment Management
Alabama
$707K +$416K +20,710 +143%
IWP
132
Insight Wealth Partners
Texas
$664K -$27.2K -1,357 -4%
IBOK
133
Independence Bank of Kentucky
Kentucky
$661K +$184K +9,152 +38%
SPC
134
Sigma Planning Corp
Michigan
$653K +$653K +32,553 New
FCCM
135
First City Capital Management
Georgia
$610K +$610K +30,400 New
AWS
136
Atria Wealth Solutions
New York
$603K +$138K +6,871 +30%
SFC
137
Strategic Financial Concepts
Texas
$501K +$123K +6,132 +33%
CAL
138
Capital Analysts LLC
Pennsylvania
$484K -$3.17K -158 -0.7%
Creative Planning
139
Creative Planning
Kansas
$484K +$35.5K +1,767 +8%
HWM
140
HB Wealth Management
Georgia
$482K +$17.8K +885 +4%
AWA
141
Arete Wealth Advisors
Illinois
$477K +$477K +23,777 New
SCA
142
Snowden Capital Advisors
New York
$449K +$10.4K +520 +2%
SIC
143
Sigma Investment Counselors
Michigan
$430K -$31.1K -1,550 -7%
NFG
144
Nations Financial Group
Iowa
$430K +$10.4K +518 +2%
FCAS
145
First Command Advisory Services
Texas
$423K +$2.91K +145 +0.7%
WWM
146
Western Wealth Management
Colorado
$418K – – –
CFS
147
Coordinated Financial Services
Colorado
$400K +$400K +19,927 New
DWA
148
Divergent Wealth Advisors
Utah
$399K – – –
NRI
149
NFP Retirement Inc
California
$399K +$399K +19,881 New
CFCI
150
Comprehensive Financial Consultants Institutional
Indiana
$395K +$75.6K +3,767 +24%
4 5
6
7 8