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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.

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

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$128M
2
ACA
2
Aptus Capital Advisors
Alabama
$13.9M
3
LPT
3
Legacy Private Trust
Wisconsin
$3.69M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$2.63M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$12.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$128M 6,389,100 -3,939,752 -38%
Lido Advisors
2
Lido Advisors
California
$92.1M 4,588,988 +2,786,002 +155%
Wells Fargo
3
Wells Fargo
California
$56M 2,792,307 +475,107 +21%
TA
4
TruWealth Advisors
Louisiana
$51.1M 2,543,759 +66,359 +3%
LPL Financial
5
LPL Financial
California
$49.1M 2,448,126 +892,431 +57%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$43.9M 2,188,793 +636,531 +41%
WSTAM
7
Wilbanks Smith & Thomas Asset Management
Virginia
$43.9M 2,188,109 +300,881 +16%
HBT
8
Hills Bank & Trust
Iowa
$37.7M 1,876,773 +1,002,601 +115%
Bank of America
9
Bank of America
North Carolina
$34.8M 1,735,408 +325,724 +23%
UBS Group
10
UBS Group
Switzerland
$34.3M 1,711,420 +407,272 +31%
BCM
11
Brookstone Capital Management
Illinois
$31.2M 1,554,840 -30,250 -2%
EB
12
Eastern Bank
Massachusetts
$30.7M 1,530,794 +111,779 +8%
TF
13
TLWM Financial
Texas
$23.2M 1,156,406 +77,154 +7%
MFWM
14
Motley Fool Wealth Management
Virginia
$22.2M 1,104,711 +44,038 +4%
Invesco
15
Invesco
Georgia
$20.9M 1,041,029 +237,839 +30%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$18.9M 939,390 +368,325 +64%
RJA
17
Raymond James & Associates
Florida
$17.7M 881,276 +181,196 +26%
ACA
18
Aptus Capital Advisors
Alabama
$13.9M 693,576 -425,135 -38%
SFG
19
Sterling Financial Group
California
$12.3M 611,213 +596,661 +4,100%
Osaic Holdings
20
Osaic Holdings
Arizona
$12.1M 600,653 -93,619 -13%
Legacy Financial Group (Iowa)
21
Legacy Financial Group (Iowa)
Iowa
$11.2M 559,785 +546,625 +4,154%
ADL
22
Asset Dedication LLC
California
$10.8M 538,224 +136,463 +34%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$10.6M 529,939 +71,793 +16%
Stifel Financial
24
Stifel Financial
Missouri
$9.4M 468,257 +20,215 +5%
ACM
25
Advisors Capital Management
New Jersey
$9.38M 467,254 +19,771 +4%
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