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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.

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

Top Sellers

1
Toronto Dominion Bank
1
Toronto Dominion Bank
Ontario, Canada
$0
2
Osaic Holdings
2
Osaic Holdings
Arizona
$1.38M
3
Goldman Sachs
3
Goldman Sachs
New York
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$2.72M
5
CA
5
CGN Advisors
Kansas
$714K
Name Market Value Shares Shares
Change 		Shares
Change %
HNB
51
Huntington National Bank
Ohio
– – – –
Wealth Enhancement Advisory Services
52
Wealth Enhancement Advisory Services
Minnesota
$460K 19,813 +51 +0.3%
SFG
53
Sterling Financial Group
California
$454K 19,549 -555 -3%
OIA
54
OneDigital Investment Advisors
Kansas
$446K 19,218 – –
HGA
55
Hobbs Group Advisors
South Carolina
$441K 18,986 -16,161 -46%
HI
56
Harbour Investments
Wisconsin
$428K 18,435 +388 +2%
BFA
57
Bill Few Associates
Pennsylvania
$398K 17,142 – –
FA
58
FF Advisors
California
$390K 16,785 – –
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$375K 16,140 +5,495 +52%
Cetera Investment Advisers
60
Cetera Investment Advisers
Illinois
$372K 16,015 +1,919 +14%
KV
61
Kickstand Ventures
New York
$357K 15,376 – –
WWA
62
Wingate Wealth Advisors
Massachusetts
$353K 15,190 +110 +0.7%
CWM
63
Cornerstone Wealth Management
Missouri
$351K 15,125 +15,125 New
CW
64
Cooksen Wealth
Texas
$350K 15,048 – –
YP
65
YANKCOM Partnership
South Dakota
$349K 15,030 +7,300 +94%
HWM
66
Howard Wealth Management
Connecticut
$343K 14,786 +2,076 +16%
AFA
67
AA Financial Advisors
Ohio
$331K 14,256 +2,651 +23%
Thrivent Financial for Lutherans
68
Thrivent Financial for Lutherans
Minnesota
$323K 13,914 – –
SC
69
Savant Capital
Illinois
$304K 13,083 – –
JCM
70
Jacobi Capital Management
Pennsylvania
$286K 12,332 +2,500 +25%
BPA
71
Beacon Pointe Advisors
California
$283K 12,197 +433 +4%
FIM
72
Freedom Investment Management
Connecticut
$280K 12,047 -568 -5%
SWM
73
Silverlake Wealth Management
Vermont
$275K 11,847 – –
HT
74
Heritage Trust
Oklahoma
$259K 11,138 +835 +8%
LPT
75
Legacy Private Trust
Wisconsin
$257K 11,070 +11,070 New
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3
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