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Invesco BulletShares 2028 Corporate Bond ETF

238 hedge funds and large institutions have $1.29B invested in Invesco BulletShares 2028 Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 141 increasing their positions, 38 reducing their positions, and 14 closing their positions.

Holders
238
Holders Change
+18
Holders Change %
+8.18%
% of All Funds
3.46%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.16%
New
35
Increased
141
Reduced
38
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$129M 6,479,915 +90,815 +1%
Lido Advisors
2
Lido Advisors
California
$103M 5,145,543 +556,555 +12%
Wells Fargo
3
Wells Fargo
California
$65.7M 3,294,340 +502,033 +18%
LPL Financial
4
LPL Financial
California
$58.9M 2,951,984 +503,858 +21%
TA
5
TruWealth Advisors
Louisiana
$54.1M 2,713,982 +170,223 +7%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$48.4M 2,428,323 +239,530 +11%
CA
7
Clearstead Advisors
Ohio
$46.5M 2,329,347 +2,329,347 New
HBT
8
Hills Bank & Trust
Iowa
$43.1M 2,162,045 +285,272 +15%
Bank of America
9
Bank of America
North Carolina
$37.1M 1,862,018 +126,610 +7%
UBS Group
10
UBS Group
Switzerland
$35.8M 1,795,466 +84,046 +5%
RJA
11
Raymond James & Associates
Florida
$34.6M 1,732,471 +851,195 +97%
EB
12
Eastern Bank
Massachusetts
$30.9M 1,546,828 +16,034 +1%
BCM
13
Brookstone Capital Management
Illinois
$30.8M 1,524,157 -30,683 -2%
Invesco
14
Invesco
Georgia
$27.2M 1,364,489 +323,460 +31%
TF
15
TLWM Financial
Texas
$23.6M 1,184,382 +27,976 +2%
MFWM
16
Motley Fool Wealth Management
Virginia
$22.5M 1,125,837 +21,126 +2%
ACA
17
Aptus Capital Advisors
Alabama
$18.5M 925,706 +232,130 +33%
TCM
18
Tradewinds Capital Management
Washington
$16.6M 831,828 +831,828 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$16.4M 821,313 -118,077 -13%
Legacy Financial Group (Iowa)
20
Legacy Financial Group (Iowa)
Iowa
$13.9M 697,875 +138,090 +25%
SFG
21
Sterling Financial Group
California
$12.4M 619,177 +7,964 +1%
ADL
22
Asset Dedication LLC
California
$11.4M 569,086 +30,862 +6%
IAS
23
IMA Advisory Services
Colorado
$10.9M 546,868 +205,273 +60%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$10M 503,589 +459,206 +1,035%
Stifel Financial
25
Stifel Financial
Missouri
$9.99M 500,763 +32,506 +7%