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Invesco BulletShares 2028 Municipal Bond ETF

50 hedge funds and large institutions have $55.4M invested in Invesco BulletShares 2028 Municipal Bond ETF in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 18 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
+11
Holders Change %
+28.21%
% of All Funds
0.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
18
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PAG
26
Private Advisor Group
New Jersey
$382K +$382K +16,097 New
CW
27
Cooksen Wealth
Texas
$357K +$357K +15,048 New
AA
28
Addison Advisors
Vermont
$352K -$49.4K -2,080 -12%
Stifel Financial
29
Stifel Financial
Missouri
$344K -$2.42K -102 -0.7%
WSTAM
30
Wilbanks Smith & Thomas Asset Management
Virginia
$336K +$336K +14,133 New
NAM
31
NorthCrest Asset Manangement
Minnesota
$331K +$331K +13,914 New
MA
32
MONECO Advisors
Connecticut
$307K +$307K +12,928 New
CAM
33
Clark Asset Management
New Hampshire
$299K +$65.8K +2,769 +28%
FA
34
FF Advisors
California
$290K +$290K +12,195 New
KOC
35
Koss-Olinger Consulting
Florida
$278K
CAPTRUST Financial Advisors
36
CAPTRUST Financial Advisors
North Carolina
$272K +$6.01K +253 +2%
BFA
37
Bill Few Associates
Pennsylvania
$265K +$265K +11,147 New
BPA
38
Beacon Pointe Advisors
California
$253K +$253K +10,671 New
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$233K -$39.8K -1,675 -15%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$232K +$232K +9,785 New
RJFSA
41
Raymond James Financial Services Advisors
Florida
$206K -$165K -6,946 -45%
VAS
42
Valicenti Advisory Services
New York
$200K +$200K +8,425 New
AWM
43
Avior Wealth Management
Nebraska
$195K -$106K -4,469 -35%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$190K -$14.7K -618 -7%
BFEC
45
Benjamin F. Edwards & Company
Missouri
$171K +$2.55K +107 +2%
HNB
46
Huntington National Bank
Ohio
$124K -$67.6K
NA
47
NewEdge Advisors
Louisiana
$120K +$120K +5,032 New
DCM
48
Davis Capital Management
Florida
$43K +$43K +1,810 New
Comerica Bank
49
Comerica Bank
Texas
$31.2K
OP
50
ORG Partners
Indiana
$20.2K