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Invesco BulletShares 2028 Municipal Bond ETF
BSMS

Overview Fund Activity

62 hedge funds and large institutions have $69.6M invested in Invesco BulletShares 2028 Municipal Bond ETF in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 19 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
62
Holders Change
+9
Holders Change %
+16.98%
% of All Funds
0.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
25
Reduced
19
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$4.97M
2
Invesco
2
Invesco
Georgia
$4.08M
3
MA
3
MONECO Advisors
Connecticut
$776K
4
OIA
4
OneDigital Investment Advisors
Kansas
$446K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$1.01M

Top Sellers

1
FFG
1
Foundry Financial Group
New Hampshire
$0
2
CA
2
CGN Advisors
Kansas
$1.28M
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$1.8M
4
IWC
4
Integrated Wealth Concepts
Massachusetts
$752K
5
Morgan Stanley
5
Morgan Stanley
New York
$4.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
DA
26
Dover Advisors
Virginia
$509K – – –
AA
27
Addison Advisors
Vermont
$486K -$8.25K -355 -2%
CAM
28
Clark Asset Management
New Hampshire
$454K +$160K +6,891 +54%
OIA
29
OneDigital Investment Advisors
Kansas
$446K +$446K +19,218 New
HWM
30
Horizons Wealth Management
North Carolina
$442K -$632 -27 -0.1%
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$432K +$66.1K +2,847 +18%
RHP
32
Royal Harbor Partners
Texas
$420K -$40.3K -1,733 -9%
MW
33
Members Wealth
Pennsylvania
$402K +$402K +17,350 New
BFA
34
Bill Few Associates
Pennsylvania
$398K +$100K +4,305 +34%
FA
35
FF Advisors
California
$390K +$129K +5,570 +50%
SFG
36
Sterling Financial Group
California
$387K -$124K -5,350 -24%
PAG
37
Private Advisor Group
New Jersey
$356K -$17.8K -765 -5%
CW
38
Cooksen Wealth
Texas
$350K – – –
SPA
39
Sentinel Pension Advisors
Massachusetts
$334K +$119K +5,139 +56%
Thrivent Financial for Lutherans
40
Thrivent Financial for Lutherans
Minnesota
$323K – – –
RJFSA
41
Raymond James Financial Services Advisors
Florida
$320K -$5.23K -225 -2%
VVP
42
Venture Visionary Partners
Ohio
$301K -$7.04K -303 -2%
MWM
43
Meridian Wealth Management
Kentucky
$297K +$297K +12,787 New
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$297K +$8.03K +346 +3%
MWA
45
Midland Wealth Advisors
Illinois
$291K +$291K +12,508 New
BPA
46
Beacon Pointe Advisors
California
$288K +$30K +1,292 +12%
Stifel Financial
47
Stifel Financial
Missouri
$267K -$73.4K -3,158 -22%
PWM
48
Paulson Wealth Management
Illinois
$264K +$264K +11,381 New
HNB
49
Huntington National Bank
Ohio
$258K -$70.5K – –
SWM
50
Silverlake Wealth Management
Vermont
$255K – – –
1
2
3