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Invesco BulletShares 2028 Corporate Bond ETF

259 hedge funds and large institutions have $1.49B invested in Invesco BulletShares 2028 Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 151 increasing their positions, 36 reducing their positions, and 14 closing their positions.

Holders
259
Holders Change
+21
Holders Change %
+8.82%
% of All Funds
3.75%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
40
Increased
151
Reduced
36
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$132M 6,437,375 -42,540 -0.7%
Lido Advisors
2
Lido Advisors
California
$107M 5,187,042 +41,499 +0.8%
LPL Financial
3
LPL Financial
California
$94.5M 4,595,249 +1,643,265 +56%
Wells Fargo
4
Wells Fargo
California
$94M 4,571,331 +1,276,991 +39%
TA
5
TruWealth Advisors
Louisiana
$56.5M 2,746,958 +32,976 +1%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$52.9M 2,570,970 +142,647 +6%
CA
7
Clearstead Advisors
Ohio
$50M 2,433,242 +103,895 +4%
HBT
8
Hills Bank & Trust
Iowa
$45.7M 2,223,070 +61,025 +3%
Bank of America
9
Bank of America
North Carolina
$43.4M 2,111,343 +249,325 +13%
RJA
10
Raymond James & Associates
Florida
$41.6M 2,022,594 +290,123 +17%
UBS Group
11
UBS Group
Switzerland
$37.1M 1,802,570 +7,104 +0.4%
Invesco
12
Invesco
Georgia
$35.2M 1,712,914 +348,425 +26%
EB
13
Eastern Bank
Massachusetts
$31.7M 1,541,101 -5,727 -0.4%
BCM
14
Brookstone Capital Management
Illinois
$30.8M 1,500,306 -23,851 -2%
ACA
15
Aptus Capital Advisors
Alabama
$27.3M 1,326,492 +400,786 +43%
TF
16
TLWM Financial
Texas
$25M 1,217,970 +33,588 +3%
MFWM
17
Motley Fool Wealth Management
Virginia
$22.2M 1,078,207 -47,630 -4%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$19.4M 945,693 +124,380 +15%
Legacy Financial Group (Iowa)
19
Legacy Financial Group (Iowa)
Iowa
$14.9M 724,552 +26,677 +4%
SFG
20
Sterling Financial Group
California
$12.9M 627,578 +8,401 +1%
ADL
21
Asset Dedication LLC
California
$12.3M 600,010 +30,924 +5%
Osaic Holdings
22
Osaic Holdings
Arizona
$11.5M 559,107 +90,006 +19%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$11.4M 553,762 +553,762 New
IAS
24
IMA Advisory Services
Colorado
$11.3M 547,341 +473 +0.1%
Stifel Financial
25
Stifel Financial
Missouri
$11.1M 539,442 +38,679 +8%