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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
4.26%
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
1
Laurel Wealth Advisors (North Carolina)
North Carolina
$140M
2
Wells Fargo
2
Wells Fargo
California
$149M
3
MF
3
Manchester Financial
California
$19.9M
4
Citadel Advisors
4
Citadel Advisors
Florida
$13.6M
5
UBS Group
5
UBS Group
Switzerland
$54.4M

Top Sellers

1
ACA
1
Aptus Capital Advisors
Alabama
$4.21M
2
Jane Street
2
Jane Street
New York
$2.51M
3
Raymond James Financial
3
Raymond James Financial
Florida
$113M
4
MFWM
4
Motley Fool Wealth Management
Virginia
$25M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$12.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACG
201
Allen Capital Group
Nebraska
$619K +$44.5K +2,170 +8%
CWM
202
Cordatus Wealth Management
Pennsylvania
$619K +$72.3K +3,528 +13%
PWA
203
Provenance Wealth Advisors
Florida
$618K -$38.9K -1,900 -6%
Mariner
204
Mariner
Kansas
$618K +$42.4K +2,068 +7%
KWM
205
Kingsview Wealth Management
Oregon
$614K -$492 -24 -0.1%
CIA
206
Capital Investment Advisors
Georgia
$610K -$15.2K -743 -2%
HWM
207
HB Wealth Management
Georgia
$604K +$18.3K +895 +3%
SIA
208
Summit Investment Advisors
Maryland
$601K +$90.6K +4,413 +18%
TSWM
209
Tyler-Stone Wealth Management
Ohio
$594K +$254K +12,400 +75%
SIAS
210
Summit Investment Advisory Services
Minnesota
$590K +$590K +28,818 New
WWM
211
Western Wealth Management
Colorado
$588K – – –
DAS
212
Dynamic Advisor Solutions
Arizona
$583K +$182K +8,869 +45%
GF
213
Goodman Financial
Texas
$579K – – –
EB
214
Eastern Bank
Massachusetts
$578K -$1.85M -90,063 -76%
CFCI
215
Comprehensive Financial Consultants Institutional
Indiana
$576K – – –
AA
216
Ancora Advisors
Ohio
$564K -$6.48K -316 -1%
BA
217
Ballew Advisors
Mississippi
$557K – – –
UIM
218
Unified Investment Management
Georgia
$548K +$2.87K +140 +0.5%
EA
219
Everpar Advisors
Oklahoma
$547K +$220K +10,715 +67%
SM
220
Sensible Money
Arizona
$538K +$287 +14 +0.1%
AWA
221
Arete Wealth Advisors
Illinois
$538K -$5.54K -270 -1%
NFG
222
Nations Financial Group
Iowa
$516K -$10.6K -517 -2%
RFWA
223
RPg Family Wealth Advisory
Massachusetts
$512K – – –
XPN
224
XY Planning Network
Montana
$508K +$508K +24,792 New
LC
225
Landaas & Company
Wisconsin
$507K – – –
7 8
9
10 11