BSMS icon

Invesco BulletShares 2028 Municipal Bond ETF
BSMS

Overview Fund Activity

93 hedge funds and large institutions have $124M invested in Invesco BulletShares 2028 Municipal Bond ETF in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 43 increasing their positions, 15 reducing their positions, and 9 closing their positions.

Holders
93
Holders Change
+1
Holders Change %
+1.09%
% of All Funds
1.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
43
Reduced
15
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KCM
1
Kathmere Capital Management
Pennsylvania
$5.85M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$5.77M
3
MWM
3
Modern Wealth Management
Kansas
$1.13M
4
Morgan Stanley
4
Morgan Stanley
New York
$6.03M
5
Jane Street
5
Jane Street
New York
$4.81M

Top Sellers

1
Toronto Dominion Bank
1
Toronto Dominion Bank
Ontario, Canada
$0
2
Osaic Holdings
2
Osaic Holdings
Arizona
$1.38M
3
Goldman Sachs
3
Goldman Sachs
New York
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$2.72M
5
CA
5
CGN Advisors
Kansas
$714K
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$8.77M 377,436 +35,188 +10%
Morgan Stanley
2
Morgan Stanley
New York
$6.03M 259,773 +44,924 +21%
Wells Fargo
3
Wells Fargo
California
$5.95M 255,967 +15,513 +6%
KCM
4
Kathmere Capital Management
Pennsylvania
$5.85M 251,708 +251,708 New
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$5.77M 248,437 +49,955 +25%
Bank of America
6
Bank of America
North Carolina
$5.57M 239,863 +24,805 +12%
Invesco
7
Invesco
Georgia
$5M 215,072 +6,644 +3%
Jane Street
8
Jane Street
New York
$4.81M 207,092 +41,469 +25%
CVA
9
Central Valley Advisors
California
$4.3M 185,320 -2,489 -1%
KFI
10
Key Financial Inc
Pennsylvania
$4.09M 176,214 – –
UBS Group
11
UBS Group
Switzerland
$3.78M 162,916 +8,603 +6%
NA
12
NewEdge Advisors
Louisiana
$3.73M 160,412 +10,219 +7%
Raymond James Financial
13
Raymond James Financial
Florida
$3.55M 153,023 +15,791 +12%
VA
14
VestGen Advisors
Illinois
$3.29M 141,405 +3,893 +3%
PWP
15
Precedent Wealth Partners
Texas
$2.99M 128,670 +10,005 +8%
MA
16
MONECO Advisors
Connecticut
$2.91M 125,103 +32,522 +35%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$2.72M 117,075 -26,556 -18%
CIM
18
Confluence Investment Management
Missouri
$2.61M 112,298 -3,654 -3%
ADL
19
Asset Dedication LLC
California
$2.33M 100,346 +12,510 +14%
IWC
20
Integrated Wealth Concepts
Massachusetts
$2.25M 96,996 +23,173 +31%
Focus Partners Wealth
21
Focus Partners Wealth
Massachusetts
$2.06M 88,665 +8,258 +10%
MML Investors Services
22
MML Investors Services
Massachusetts
$1.64M 70,482 -3,886 -5%
Lido Advisors
23
Lido Advisors
California
$1.49M 64,181 – –
HBT
24
Hills Bank & Trust
Iowa
$1.4M 60,384 +18,037 +43%
Osaic Holdings
25
Osaic Holdings
Arizona
$1.38M 59,243 -37,732 -39%
1
2 3 4 5