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Invesco BulletShares 2028 Corporate Bond ETF
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Overview Fund Activity

303 hedge funds and large institutions have $1.74B invested in Invesco BulletShares 2028 Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 169 increasing their positions, 45 reducing their positions, and 14 closing their positions.

Holders
303
Holders Change
+44
Holders Change %
+16.99%
% of All Funds
4.04%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.19%
New
63
Increased
169
Reduced
45
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$98.3M
2
FFW
2
Fusion Family Wealth
New York
$31.4M
3
TA
3
TruWealth Advisors
Louisiana
$83.9M
4
MCM
4
MAI Capital Management
Ohio
$26.7M
5
Wells Fargo
5
Wells Fargo
California
$109M

Top Sellers

1
MFWM
1
Motley Fool Wealth Management
Virginia
$14.4M
2
WWM
2
WJ Wealth Management
Arizona
$0
3
PWA
3
Provenance Wealth Advisors
Florida
$1.55M
4
LPL Financial
4
LPL Financial
California
$87.2M
5
KAS
5
Kestra Advisory Services
Texas
$1.42M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$131M 6,491,697 +54,322 +0.8%
Wells Fargo
2
Wells Fargo
California
$109M 5,391,844 +820,513 +18%
Lido Advisors
3
Lido Advisors
California
$105M 5,222,754 +35,712 +0.7%
Raymond James Financial
4
Raymond James Financial
Florida
$98.3M 4,881,726 +4,881,726 New
LPL Financial
5
LPL Financial
California
$87.2M 4,331,731 -263,518 -6%
TA
6
TruWealth Advisors
Louisiana
$83.9M 4,168,939 +1,421,981 +52%
CA
7
Clearstead Advisors
Ohio
$51.1M 2,536,633 +103,391 +4%
Bank of America
8
Bank of America
North Carolina
$49.5M 2,459,536 +348,193 +16%
HBT
9
Hills Bank & Trust
Iowa
$45.3M 2,248,990 +25,920 +1%
UBS Group
10
UBS Group
Switzerland
$44.2M 2,196,920 +394,350 +22%
ACA
11
Aptus Capital Advisors
Alabama
$34.1M 1,693,856 +367,364 +28%
Invesco
12
Invesco
Georgia
$33.2M 1,648,600 -64,314 -4%
FFW
13
Fusion Family Wealth
New York
$31.4M 1,559,179 +1,559,179 New
EB
14
Eastern Bank
Massachusetts
$30.5M 1,515,129 -25,972 -2%
BCM
15
Brookstone Capital Management
Illinois
$29.8M 1,481,609 -18,697 -1%
MCM
16
MAI Capital Management
Ohio
$26.7M 1,327,453 +1,327,453 New
TF
17
TLWM Financial
Texas
$26.6M 1,322,575 +104,605 +9%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$20M 995,379 +49,686 +5%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$17.7M 877,323 +350,590 +67%
Legacy Financial Group (Iowa)
20
Legacy Financial Group (Iowa)
Iowa
$16.2M 804,524 +79,972 +11%
SNWA
21
Siligmueller & Norvid Wealth Advisors
Illinois
$15.4M 764,283 +764,283 New
IAA
22
Independent Advisor Alliance
North Carolina
$14.9M 741,404 +741,404 New
SFG
23
Sterling Financial Group
California
$14.5M 721,849 +94,271 +15%
MFWM
24
Motley Fool Wealth Management
Virginia
$14.4M 716,825 -361,382 -34%
Osaic Holdings
25
Osaic Holdings
Arizona
$12.7M 631,628 +72,521 +13%
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