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Invesco BulletShares 2028 Municipal Bond ETF
BSMS

Overview Fund Activity

72 hedge funds and large institutions have $78.9M invested in Invesco BulletShares 2028 Municipal Bond ETF in 2024 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 35 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
72
Holders Change
+10
Holders Change %
+16.13%
% of All Funds
1.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
35
Reduced
8
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.2M
2
UBS Group
2
UBS Group
Switzerland
$1.84M
3
Stifel Financial
3
Stifel Financial
Missouri
$1.32M
4
LPL Financial
4
LPL Financial
California
$5.96M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$925K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$4.27M
2
Morgan Stanley
2
Morgan Stanley
New York
$4.3M
3
RHP
3
Royal Harbor Partners
Texas
$0
4
CIM
4
Confluence Investment Management
Missouri
$6.36M
5
PAG
5
Private Advisor Group
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IWC
26
Integrated Wealth Concepts
Massachusetts
$845K +$82.3K +3,489 +11%
HGA
27
Hobbs Group Advisors
South Carolina
$825K +$60.7K +2,574 +8%
CAM
28
Clark Asset Management
New Hampshire
$755K +$294K +12,467 +64%
SC
29
Savant Capital
Illinois
$671K – – –
SFG
30
Sterling Financial Group
California
$641K +$248K +10,500 +63%
AA
31
Addison Advisors
Vermont
$583K +$89.6K +3,800 +18%
DA
32
Dover Advisors
Virginia
$516K – – –
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$477K +$38.6K +1,636 +9%
SPA
34
Sentinel Pension Advisors
Massachusetts
$460K +$121K +5,123 +36%
OIA
35
OneDigital Investment Advisors
Kansas
$453K – – –
HWM
36
Horizons Wealth Management
North Carolina
$445K – – –
PWM
37
Paulson Wealth Management
Illinois
$421K +$153K +6,475 +57%
MWM
38
Meridian Wealth Management
Kentucky
$407K +$105K +4,465 +35%
BFA
39
Bill Few Associates
Pennsylvania
$404K – – –
FA
40
FF Advisors
California
$394K – – –
RJFSA
41
Raymond James Financial Services Advisors
Florida
$385K +$60K +2,544 +18%
SA
42
Sanctuary Advisors
Indiana
$379K +$379K +16,148 New
HNB
43
Huntington National Bank
Ohio
$362K -$258K – –
CW
44
Cooksen Wealth
Texas
$355K – – –
Thrivent Financial for Lutherans
45
Thrivent Financial for Lutherans
Minnesota
$328K – – –
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$325K +$22.8K +967 +8%
MWA
47
Midland Wealth Advisors
Illinois
$295K – – –
VVP
48
Venture Visionary Partners
Ohio
$282K -$23.6K -1,000 -8%
HIP
49
HUB Investment Partners
Texas
$278K +$278K +11,794 New
CAPTRUST Financial Advisors
50
CAPTRUST Financial Advisors
North Carolina
$273K +$30.2K +1,280 +12%
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2
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