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Invesco BulletShares 2028 Municipal Bond ETF
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Overview Fund Activity

93 hedge funds and large institutions have $124M invested in Invesco BulletShares 2028 Municipal Bond ETF in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 43 increasing their positions, 15 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
93
Holders Change
+1
Holders Change %
+1.09%
% of All Funds
1.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
43
Reduced
15
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KCM
Kathmere Capital Management
Pennsylvania
$5.85M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$5.77M
3
MWM
Modern Wealth Management
Kansas
$1.13M
4
Morgan Stanley
Morgan Stanley
New York
$6.03M
5
Jane Street
Jane Street
New York
$4.81M

Top Sellers

1
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$0
2
Osaic Holdings
Osaic Holdings
Arizona
$1.38M
3
Goldman Sachs
Goldman Sachs
New York
$0
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.72M
5
CA
CGN Advisors
Kansas
$714K
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$1.3M +$180K +7,732 +16%
HighTower Advisors
27
HighTower Advisors
Illinois
$1.23M +$98.6K +4,246 +9%
FNB
28
Farmers National Bank
Kentucky
$1.18M +$41K +1,766 +4%
MWM
29
Modern Wealth Management
Kansas
$1.13M +$1.13M +48,638 New
ACM
30
AlphaStar Capital Management
North Carolina
$1.1M +$140K +6,007 +15%
Brown Advisory
31
Brown Advisory
Maryland
$1.09M – – –
CAM
32
Clark Asset Management
New Hampshire
$882K +$133K +5,713 +18%
S
33
SignatureFD
Georgia
$847K – – –
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$784K -$114K -4,889 -13%
CAPTRUST Financial Advisors
35
CAPTRUST Financial Advisors
North Carolina
$737K +$389K +16,749 +112%
CA
36
CGN Advisors
Kansas
$714K -$574K -24,711 -45%
WAP
37
Wealthcare Advisory Partners
Pennsylvania
$686K +$25.3K +1,090 +4%
KOC
38
Koss-Olinger Consulting
Florida
$650K +$650K +27,984 New
SPA
39
Sentinel Pension Advisors
Massachusetts
$630K -$19.6K -844 -3%
PWM
40
Paulson Wealth Management
Illinois
$611K -$67.5K -2,904 -10%
Jones Financial Companies
41
Jones Financial Companies
Missouri
$554K +$204K +8,778 +58%
AA
42
Addison Advisors
Vermont
$554K +$3.95K +170 +0.7%
MWM
43
Meridian Wealth Management
Kentucky
$524K – – –
FCAS
44
First Command Advisory Services
Texas
$524K +$23.7K +1,021 +5%
SG
45
StoneX Group
New York
$519K -$135K -5,790 -21%
DA
46
Dover Advisors
Virginia
$509K – – –
WA
47
WESPAC Advisors
California
$503K +$202K +8,695 +67%
MWM
48
Marietta Wealth Management
Georgia
$501K +$501K +21,583 New
AWM
49
Avior Wealth Management
Nebraska
$477K +$46.5K +2,000 +11%
HWM
50
Horizons Wealth Management
North Carolina
$465K +$13.5K +579 +3%
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