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Invesco BulletShares 2028 Corporate Bond ETF

133 hedge funds and large institutions have $482M invested in Invesco BulletShares 2028 Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 73 increasing their positions, 22 reducing their positions, and 7 closing their positions.

Holders
133
Holders Change
+13
Holders Change %
+10.83%
% of All Funds
2.1%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
21
Increased
73
Reduced
22
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$54.1M 2,741,435 +1,149,670 +72%
WSTAM
2
Wilbanks Smith & Thomas Asset Management
Virginia
$32.5M 1,646,115 +123,170 +8%
EB
3
Eastern Bank
Massachusetts
$27.9M 1,413,867 +16,577 +1%
Wells Fargo
4
Wells Fargo
California
$26.9M 1,360,368 +217,157 +19%
TA
5
TruWealth Advisors
Louisiana
$26.4M 1,337,250 +516,051 +63%
ACA
6
Aptus Capital Advisors
Alabama
$24.2M 1,227,500 -161,711 -12%
MFWM
7
Motley Fool Wealth Management
Virginia
$19.8M 1,001,434 +28,834 +3%
TF
8
TLWM Financial
Texas
$18.8M 950,696 +37,421 +4%
Jane Street
9
Jane Street
New York
$16.1M 814,430 -687,809 -46%
HighTower Advisors
10
HighTower Advisors
Illinois
$15.8M 802,190 -7,406 -0.9%
Bank of America
11
Bank of America
North Carolina
$14.7M 746,253 +46,627 +7%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$10.9M 551,825 +15,552 +3%
LPL Financial
13
LPL Financial
California
$10.5M 530,672 +215,075 +68%
UBS Group
14
UBS Group
Switzerland
$9.11M 461,322 +358,598 +349%
CPC
15
Cookson Peirce & Co
Pennsylvania
$8.83M 447,135 +8,006 +2%
LPT
16
Legacy Private Trust
Wisconsin
$8.58M 434,320 +13,656 +3%
Osaic Holdings
17
Osaic Holdings
Arizona
$7.91M 400,690 +296,003 +283%
ADL
18
Asset Dedication LLC
California
$7.13M 360,645 +6,964 +2%
VIM
19
Vista Investment Management
Pennsylvania
$5.83M 295,362 +272,382 +1,185%
HIP
20
HUB Investment Partners
Texas
$5.79M 293,285 +2,704 +0.9%
CG
21
Colony Group
Massachusetts
$5.79M 293,047 -47,280 -14%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$5.42M 274,310 -37 -0%
MWM
23
Marietta Wealth Management
Georgia
$5.34M 270,448 +11,068 +4%
Ameriprise
24
Ameriprise
Minnesota
$4.72M 238,875 +35,661 +18%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$4.71M 238,334 +30,719 +15%