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Invesco BulletShares 2028 Corporate Bond ETF

384 hedge funds and large institutions have $2.49B invested in Invesco BulletShares 2028 Corporate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 210 increasing their positions, 69 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

362% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 13

204% more repeat investments, than reductions

Existing positions increased: 210 | Existing positions reduced: 69

22% more funds holding in top 10

Funds holding in top 10: 1822 (+4)

17% more capital invested

Capital invested by funds: $2.12B → $2.49B (+$366M)

13% more funds holding

Funds holding: 339384 (+45)

2.91% more ownership

Funds ownership: 75.79%78.7% (+2.9%)

Holders
384
Holders Change
+45
Holders Change %
+13.27%
% of All Funds
4.67%
Holding in Top 10
22
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+22.22%
% of All Funds
0.27%
New
60
Increased
210
Reduced
69
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$178M +$13.8M +672,038 +8%
Wells Fargo
2
Wells Fargo
California
$161M +$8.9M +432,504 +6%
LPL Financial
3
LPL Financial
California
$150M +$41.1M +1,995,326 +38%
Raymond James Financial
4
Raymond James Financial
Florida
$129M +$11M +535,091 +9%
Lido Advisors
5
Lido Advisors
California
$110M +$6.29M +305,484 +6%
TA
6
TruWealth Advisors
Louisiana
$92.2M +$1.88M +91,181 +2%
Bank of America
7
Bank of America
North Carolina
$76.5M +$4.65M +226,054 +6%
UBS Group
8
UBS Group
Switzerland
$76M +$13.1M +637,805 +21%
Invesco
9
Invesco
Georgia
$67.8M +$17.7M +859,871 +35%
CA
10
Clearstead Advisors
Ohio
$63.1M +$4.05M +196,796 +7%
HBT
11
Hills Bank & Trust
Iowa
$49.2M +$515K +25,033 +1%
FFW
12
Fusion Family Wealth
New York
$43.1M +$9.6M +466,188 +29%
MCM
13
MAI Capital Management
Ohio
$42.2M +$7.76M +376,786 +23%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$35.1M +$7.11M +345,433 +25%
TF
15
TLWM Financial
Texas
$31M +$2.7M +131,056 +10%
BCM
16
Brookstone Capital Management
Illinois
$28.8M +$242K +11,774 +0.8%
SFG
17
SNS Financial Group
Minnesota
$25.4M +$6.44M +312,757 +34%
RMDI
18
R.M. Davis Inc
Maine
$24.8M +$7.29M +354,016 +42%
MA
19
MONECO Advisors
Connecticut
$24.8M +$1.43M +69,280 +6%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$23M +$2.84M +137,860 +14%
Osaic Holdings
21
Osaic Holdings
Arizona
$22.5M +$1.19M +57,658 +6%
AIM
22
Anchor Investment Management
South Carolina
$22.4M +$1.69M +81,932 +8%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$22.3M +$3.67M +178,327 +20%
MF
24
Manchester Financial
California
$20.8M +$409K +19,866 +2%
MML Investors Services
25
MML Investors Services
Massachusetts
$20.8M +$2.26M +109,593 +12%