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Invesco BulletShares 2028 Municipal Bond ETF
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Overview Fund Activity

40 hedge funds and large institutions have $43.9M invested in Invesco BulletShares 2028 Municipal Bond ETF in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 6 reducing their positions, and 3 closing their positions.

Holders
40
Holders Change
+7
Holders Change %
+21.21%
% of All Funds
0.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
19
Reduced
6
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFG
1
Sterling Financial Group
California
$2.77M
2
IWC
2
Integrated Wealth Concepts
Massachusetts
$884K
3
LPL Financial
3
LPL Financial
California
$3.53M
4
CG
4
Colony Group
Massachusetts
$788K
5
UBS Group
5
UBS Group
Switzerland
$582K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.35M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
Jane Street
3
Jane Street
New York
$2.75M
4
LPT
4
Legacy Private Trust
Wisconsin
$503K
5
CIM
5
Confluence Investment Management
Missouri
$6.88M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$350K +$20.1K +858 +6%
HWM
27
Horizons Wealth Management
North Carolina
$341K +$57.2K +2,447 +20%
AA
28
Addison Advisors
Vermont
$296K +$296K +12,685 New
AWM
29
Avior Wealth Management
Nebraska
$280K +$53.4K +2,285 +24%
KOC
30
Koss-Olinger Consulting
Florida
$264K +$264K +11,317 New
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$240K +$74.2K +3,176 +45%
CAPTRUST Financial Advisors
32
CAPTRUST Financial Advisors
North Carolina
$230K +$230K +9,846 New
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$230K +$230K +9,825 New
CPC
34
Cookson Peirce & Co
Pennsylvania
$228K +$228K +9,764 New
CAM
35
Clark Asset Management
New Hampshire
$228K +$1.47K +63 +0.7%
NAM
36
NorthCrest Asset Manangement
Minnesota
$227K – – –
RJA
37
Raymond James & Associates
Florida
$226K +$226K +9,691 New
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$189K – – –
BFEC
39
Benjamin F. Edwards & Company
Missouri
$165K – – –
HNB
40
Huntington National Bank
Ohio
$46.8K – – –
OP
41
ORG Partners
Indiana
$19.9K +$19.9K +850 New
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
– -$1.3M -55,044 Closed
CCP
43
Carmel Capital Partners
California
– -$142K -6,000 Closed
ASN
44
Advisory Services Network
Georgia
– -$19.8K -837 Closed
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