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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
HNB
5
Huntington National Bank
Ohio
$844K
Name Market Value Shares Shares
Change 		Shares
Change %
SWP
151
Summit Wealth Partners
Florida
$281K 13,860 +42 +0.3%
KC
152
Kades & Cheifetz
Pennsylvania
$279K 13,773 +663 +5%
YWM
153
Yoder Wealth Management
California
$273K 13,450 +13,450 New
KP
154
Keel Point
Alabama
$272K 13,394 +13,394 New
DCM
155
Davis Capital Management
Florida
$268K 13,198 +13,198 New
Legacy Financial Group (Iowa)
156
Legacy Financial Group (Iowa)
Iowa
$267K 13,160 +5,763 +78%
CA
157
Cetera Advisors
Colorado
$267K 13,150 +13,150 New
APA
158
Astoria Portfolio Advisors
New York
$260K 12,890 +12,890 New
HT
159
Heritage Trust
Oklahoma
$259K 12,764 +12,764 New
AUB
160
Atlantic Union Bankshares
Virginia
$249K 12,291 +1,000 +9%
Wealth Enhancement Advisory Services
161
Wealth Enhancement Advisory Services
Minnesota
$233K 11,511 +11,511 New
TCA
162
Transcend Capital Advisors
New Jersey
$229K 11,313 +11,313 New
NA
163
NewEdge Advisors
Louisiana
$224K 11,036 +8,291 +302%
AWM
164
Avior Wealth Management
Nebraska
$223K 11,001 -25,230 -70%
KWM
165
Kingsview Wealth Management
Oregon
$219K 10,798 -2,833 -21%
Cetera Investment Advisers
166
Cetera Investment Advisers
Illinois
$215K 10,623 +10,623 New
CIAS
167
Capital Investment Advisory Services
North Carolina
$208K 10,277 +25 +0.2%
DWG
168
Darden Wealth Group
Michigan
$203K 10,000 +10,000 New
TVAMP
169
Tennessee Valley Asset Management Partners
Tennessee
$171K 8,446 +8,446 New
BFEC
170
Benjamin F. Edwards & Company
Missouri
$165K 8,146 +4,398 +117%
SPIA
171
Steward Partners Investment Advisory
New York
$147K 7,268 -2,850 -28%
KFI
172
Key Financial Inc
Pennsylvania
$144K 7,079 +6,656 +1,574%
AIP
173
Ameritas Investment Partners
Nebraska
$143K 7,028 +23 +0.3%
GI
174
GS Investments
Minnesota
$88.7K 4,375 – –
PTC
175
Private Trust Company
Ohio
$87.4K 4,310 +4,241 +6,146%
4 5 6
7
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