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Invesco BulletShares 2028 Municipal Bond ETF
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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 %
Stifel Financial
26
Stifel Financial
Missouri
$1.3M 55,955 +7,732 +16%
HighTower Advisors
27
HighTower Advisors
Illinois
$1.23M 53,062 +4,246 +9%
FNB
28
Farmers National Bank
Kentucky
$1.18M 50,876 +1,766 +4%
MWM
29
Modern Wealth Management
Kansas
$1.13M 48,638 +48,638 New
ACM
30
AlphaStar Capital Management
North Carolina
$1.1M 47,270 +6,007 +15%
Brown Advisory
31
Brown Advisory
Maryland
$1.09M 46,964 – –
CAM
32
Clark Asset Management
New Hampshire
$882K 37,989 +5,713 +18%
S
33
SignatureFD
Georgia
$847K 36,462 – –
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$784K 33,751 -4,889 -13%
CAPTRUST Financial Advisors
35
CAPTRUST Financial Advisors
North Carolina
$737K 31,739 +16,749 +112%
CA
36
CGN Advisors
Kansas
$714K 30,742 -24,711 -45%
WAP
37
Wealthcare Advisory Partners
Pennsylvania
$686K 29,530 +1,090 +4%
KOC
38
Koss-Olinger Consulting
Florida
$650K 27,984 +27,984 New
SPA
39
Sentinel Pension Advisors
Massachusetts
$630K 27,099 -844 -3%
PWM
40
Paulson Wealth Management
Illinois
$611K 26,304 -2,904 -10%
Jones Financial Companies
41
Jones Financial Companies
Missouri
$554K 23,899 +8,778 +58%
AA
42
Addison Advisors
Vermont
$554K 23,860 +170 +0.7%
MWM
43
Meridian Wealth Management
Kentucky
$524K 22,576 – –
FCAS
44
First Command Advisory Services
Texas
$524K 22,572 +1,021 +5%
SG
45
StoneX Group
New York
$519K 22,324 -5,790 -21%
DA
46
Dover Advisors
Virginia
$509K 21,890 – –
WA
47
WESPAC Advisors
California
$503K 21,653 +8,695 +67%
MWM
48
Marietta Wealth Management
Georgia
$501K 21,583 +21,583 New
AWM
49
Avior Wealth Management
Nebraska
$477K 20,540 +2,000 +11%
HWM
50
Horizons Wealth Management
North Carolina
$465K 20,016 +579 +3%
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