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Invesco BulletShares 2028 Municipal Bond ETF

120 hedge funds and large institutions have $174M invested in Invesco BulletShares 2028 Municipal Bond ETF in 2025 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 62 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

288% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 16

280% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 5

12% more funds holding

Funds holding: 107120 (+13)

11% more capital invested

Capital invested by funds: $157M → $174M (+$17.7M)

0.35% less ownership

Funds ownership: 69.52%69.16% (-0.35%)

Holders
120
Holders Change
+13
Holders Change %
+12.15%
% of All Funds
1.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
62
Reduced
16
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$2.42M +$442K +18,870 +22%
MML Investors Services
27
MML Investors Services
Massachusetts
$2.17M +$561K +23,937 +35%
VA
28
VestGen Advisors
Illinois
$2.03M -$1.25M -53,244 -38%
S
29
SignatureFD
Georgia
$1.79M
CCW
30
Coastline Complete Wealth
South Carolina
$1.68M +$1.68M +71,555 New
Stifel Financial
31
Stifel Financial
Missouri
$1.54M +$124K +5,307 +9%
CAM
32
Clark Asset Management
New Hampshire
$1.52M +$214K +9,114 +16%
Jones Financial Companies
33
Jones Financial Companies
Missouri
$1.38M +$481K +20,535 +54%
CWM
34
Cornerstone Wealth Management
Missouri
$1.37M +$1.08M +46,076 +384%
Lido Advisors
35
Lido Advisors
California
$1.27M -$234K -10,000 -16%
FNB
36
Farmers National Bank
Kentucky
$1.27M +$25K +1,065 +2%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$1.15M +$99.3K +4,236 +10%
MWM
38
Modern Wealth Management
Kansas
$1.14M
PFG
39
PAX Financial Group
Texas
$1.13M +$1.13M +48,065 New
Brown Advisory
40
Brown Advisory
Maryland
$1.1M
CAPTRUST Financial Advisors
41
CAPTRUST Financial Advisors
North Carolina
$967K +$1.48K +63 +0.2%
PWM
42
Paulson Wealth Management
Illinois
$959K +$55K +2,348 +6%
ACM
43
AlphaStar Capital Management
North Carolina
$934K -$123K -5,237 -12%
SPIA
44
Steward Partners Investment Advisory
New York
$866K +$552K +23,558 +177%
APA
45
Astoria Portfolio Advisors
New York
$860K +$645K +27,527 +310%
LPT
46
Legacy Private Trust
Wisconsin
$763K +$340K +14,500 +81%
AWM
47
Accurate Wealth Management
Florida
$723K +$490K +20,919 +215%
MWM
48
Marietta Wealth Management
Georgia
$716K
SFA
49
Sequoia Financial Advisors
Ohio
$702K +$701K +29,880 New
WAP
50
Wealthcare Advisory Partners
Pennsylvania
$694K