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Invesco BulletShares 2028 Municipal Bond ETF
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Overview Fund Activity

92 hedge funds and large institutions have $111M invested in Invesco BulletShares 2028 Municipal Bond ETF in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 44 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
92
Holders Change
+5
Holders Change %
+5.75%
% of All Funds
1.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
44
Reduced
14
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CVA
1
Central Valley Advisors
California
$4.35M
2
Jane Street
2
Jane Street
New York
$3.84M
3
Toronto Dominion Bank
3
Toronto Dominion Bank
Ontario, Canada
$1.69M
4
LPL Financial
4
LPL Financial
California
$7.93M
5
PWP
5
Precedent Wealth Partners
Texas
$2.75M

Top Sellers

1
CIM
1
Confluence Investment Management
Missouri
$2.69M
2
SFG
2
Sterling Financial Group
California
$466K
3
KCM
3
Kathmere Capital Management
Pennsylvania
$0
4
HNB
4
Huntington National Bank
Ohio
$413K
5
Wells Fargo
5
Wells Fargo
California
$5.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
FNB
26
Farmers National Bank
Kentucky
$1.14M +$27.3K +1,180 +2%
HighTower Advisors
27
HighTower Advisors
Illinois
$1.13M +$9.69K +418 +0.9%
Stifel Financial
28
Stifel Financial
Missouri
$1.12M -$51.2K -2,210 -4%
Brown Advisory
29
Brown Advisory
Maryland
$1.09M – – –
HBT
30
Hills Bank & Trust
Iowa
$981K +$365K +15,751 +59%
ACM
31
AlphaStar Capital Management
North Carolina
$956K -$200K -8,644 -17%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$895K +$194K +8,355 +28%
S
33
SignatureFD
Georgia
$845K +$845K +36,462 New
HGA
34
Hobbs Group Advisors
South Carolina
$815K -$556 -24 -0.1%
CAM
35
Clark Asset Management
New Hampshire
$748K +$2.99K +129 +0.4%
Goldman Sachs
36
Goldman Sachs
New York
$709K +$709K +30,594 New
PWM
37
Paulson Wealth Management
Illinois
$677K +$57.7K +2,489 +9%
WAP
38
Wealthcare Advisory Partners
Pennsylvania
$659K – – –
SG
39
StoneX Group
New York
$652K +$24.7K +1,064 +4%
SPA
40
Sentinel Pension Advisors
Massachusetts
$648K +$48.5K +2,091 +8%
AA
41
Addison Advisors
Vermont
$549K +$3.25K +140 +0.6%
MWM
42
Meridian Wealth Management
Kentucky
$523K +$123K +5,324 +31%
DA
43
Dover Advisors
Virginia
$507K – – –
FCAS
44
First Command Advisory Services
Texas
$499K +$24.3K +1,047 +5%
SFG
45
Sterling Financial Group
California
$466K -$648K -27,960 -58%
Wealth Enhancement Advisory Services
46
Wealth Enhancement Advisory Services
Minnesota
$458K +$55.1K +2,379 +14%
HWM
47
Horizons Wealth Management
North Carolina
$450K – – –
OIA
48
OneDigital Investment Advisors
Kansas
$445K – – –
AWM
49
Avior Wealth Management
Nebraska
$430K +$59.9K +2,583 +16%
HI
50
Harbour Investments
Wisconsin
$418K +$413K +17,832 +8,294%
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