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Invesco BulletShares 2028 Municipal Bond ETF
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Overview Fund Activity

53 hedge funds and large institutions have $62.3M invested in Invesco BulletShares 2028 Municipal Bond ETF in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 9 reducing their positions, and 6 closing their positions.

Holders
53
Holders Change
+3
Holders Change %
+6%
% of All Funds
0.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
27
Reduced
9
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$4.87M
2
NA
2
NewEdge Advisors
Louisiana
$2.58M
3
Jane Street
3
Jane Street
New York
$2.05M
4
KFI
4
Key Financial Inc
Pennsylvania
$3.44M
5
ACM
5
AlphaStar Capital Management
North Carolina
$792K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$4.91M
2
SFG
2
Sterling Financial Group
California
$517K
3
CA
3
CGN Advisors
Kansas
$1.48M
4
WSTAM
4
Wilbanks Smith & Thomas Asset Management
Virginia
$0
5
NAM
5
NorthCrest Asset Manangement
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
26
Addison Advisors
Vermont
$499K +$151K +6,445 +44%
RHP
27
Royal Harbor Partners
Texas
$465K – – –
HWM
28
Horizons Wealth Management
North Carolina
$449K – – –
PAG
29
Private Advisor Group
New Jersey
$378K – – –
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$370K +$140K +5,962 +61%
CW
31
Cooksen Wealth
Texas
$353K – – –
Stifel Financial
32
Stifel Financial
Missouri
$344K +$4.46K +190 +1%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$328K +$125K +5,334 +62%
Thrivent Financial for Lutherans
34
Thrivent Financial for Lutherans
Minnesota
$327K +$327K +13,914 New
MA
35
MONECO Advisors
Connecticut
$317K +$13.5K +574 +4%
VVP
36
Venture Visionary Partners
Ohio
$311K -$282K -11,989 -47%
BFA
37
Bill Few Associates
Pennsylvania
$301K +$39.7K +1,690 +15%
CAM
38
Clark Asset Management
New Hampshire
$297K +$1.71K +73 +0.6%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$292K +$105K +4,470 +56%
FA
40
FF Advisors
California
$263K -$23K -980 -8%
BPA
41
Beacon Pointe Advisors
California
$261K +$9.98K +425 +4%
SWM
42
Silverlake Wealth Management
Vermont
$258K +$258K +10,997 New
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$255K +$255K +10,870 New
CAPTRUST Financial Advisors
44
CAPTRUST Financial Advisors
North Carolina
$249K -$19.3K -824 -7%
FFG
45
Foundry Financial Group
New Hampshire
$247K +$247K +10,533 New
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$231K +$1.01K +43 +0.4%
AWM
47
Avior Wealth Management
Nebraska
$225K +$32.2K +1,373 +17%
SPA
48
Sentinel Pension Advisors
Massachusetts
$217K +$217K +9,230 New
BFEC
49
Benjamin F. Edwards & Company
Missouri
$169K – – –
ACA
50
Aptus Capital Advisors
Alabama
$103K +$103K +4,366 New
1
2
3