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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 %
BPA
51
Beacon Pointe Advisors
California
$262K -$30.1K -1,276 -10%
SWM
52
Silverlake Wealth Management
Vermont
$259K – – –
HWM
53
Howard Wealth Management
Connecticut
$253K +$253K +10,745 New
JCM
54
Jacobi Capital Management
Pennsylvania
$251K +$32.5K +1,377 +15%
BEI
55
Benjamin Edwards Inc
Missouri
$245K +$245K +10,380 New
Cetera Investment Advisers
56
Cetera Investment Advisers
Illinois
$238K -$19.2K -813 -7%
KV
57
Kickstand Ventures
New York
$225K +$225K +9,527 New
HSWS
58
Higgins & Schmidt Wealth Strategies
Colorado
$215K +$215K +9,137 New
ACA
59
Aptus Capital Advisors
Alabama
$204K +$101K +4,269 +98%
FFG
60
Foundry Financial Group
New Hampshire
$200K +$200K +8,491 New
KOCAA
61
Knights of Columbus Asset Advisors
Connecticut
$168K +$168K +7,110 New
HBT
62
Hills Bank & Trust
Iowa
$155K +$155K +6,572 New
Jones Financial Companies
63
Jones Financial Companies
Missouri
$135K +$107K +4,539 +375%
AWM
64
Avior Wealth Management
Nebraska
$133K +$15K +637 +13%
FCAS
65
First Command Advisory Services
Texas
$103K +$15.3K +650 +17%
DCM
66
Davis Capital Management
Florida
$42.7K – – –
Comerica Bank
67
Comerica Bank
Texas
$33.8K +$307 +13 +0.9%
CFD
68
Creative Financial Designs
Indiana
$20.2K +$20.2K +856 New
OP
69
ORG Partners
Indiana
$20K – – –
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$20K – – –
Bessemer Group
71
Bessemer Group
New Jersey
$15K +$15K +650 New
AF
72
Advisornet Financial
Minnesota
$8.37K +$8.37K +355 New
Fidelity Investments
73
Fidelity Investments
Massachusetts
$24 +$24 +1 New
RHP
74
Royal Harbor Partners
Texas
– -$420K -18,071 Closed
PAG
75
Private Advisor Group
New Jersey
– -$356K -15,332 Closed
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