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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 %
HNB
51
Huntington National Bank
Ohio
$413K -$375K – –
MW
52
Members Wealth
Pennsylvania
$398K – – –
BFA
53
Bill Few Associates
Pennsylvania
$397K – – –
FA
54
FF Advisors
California
$386K – – –
KV
55
Kickstand Ventures
New York
$356K +$136K +5,849 +61%
CW
56
Cooksen Wealth
Texas
$353K – – –
Jones Financial Companies
57
Jones Financial Companies
Missouri
$350K +$215K +9,271 +158%
WWA
58
Wingate Wealth Advisors
Massachusetts
$349K +$151K +6,501 +76%
CAPTRUST Financial Advisors
59
CAPTRUST Financial Advisors
North Carolina
$347K +$108K +4,641 +45%
Cetera Investment Advisers
60
Cetera Investment Advisers
Illinois
$327K +$91.8K +3,962 +39%
Thrivent Financial for Lutherans
61
Thrivent Financial for Lutherans
Minnesota
$322K – – –
PFG
62
PAX Financial Group
Texas
$322K +$120K +5,198 +60%
SC
63
Savant Capital
Illinois
$303K -$251K -10,821 -45%
WA
64
WESPAC Advisors
California
$300K – – –
HWM
65
Howard Wealth Management
Connecticut
$295K – – –
FIM
66
Freedom Investment Management
Connecticut
$292K -$5.7K -246 -2%
MWA
67
Midland Wealth Advisors
Illinois
$290K – – –
SWM
68
Silverlake Wealth Management
Vermont
$275K – – –
BPA
69
Beacon Pointe Advisors
California
$273K +$15K +646 +6%
AFA
70
AA Financial Advisors
Ohio
$269K +$278 +12 +0.1%
CIC
71
Carnegie Investment Counsel
Ohio
$261K +$261K +11,410 New
PFS
72
Prospera Financial Services
Texas
$253K +$253K +10,917 New
Royal Bank of Canada
73
Royal Bank of Canada
Ontario, Canada
$247K +$14.5K +625 +6%
HT
74
Heritage Trust
Oklahoma
$239K +$239K +10,303 New
JCM
75
Jacobi Capital Management
Pennsylvania
$228K -$31K -1,338 -12%
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