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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 %
HNB
51
Huntington National Bank
Ohio
$464K -$413K – –
Wealth Enhancement Advisory Services
52
Wealth Enhancement Advisory Services
Minnesota
$460K +$1.18K +51 +0.3%
SFG
53
Sterling Financial Group
California
$454K -$12.9K -555 -3%
OIA
54
OneDigital Investment Advisors
Kansas
$446K – – –
HGA
55
Hobbs Group Advisors
South Carolina
$441K -$375K -16,161 -46%
HI
56
Harbour Investments
Wisconsin
$428K +$9.01K +388 +2%
BFA
57
Bill Few Associates
Pennsylvania
$398K – – –
FA
58
FF Advisors
California
$390K – – –
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$375K +$128K +5,495 +52%
Cetera Investment Advisers
60
Cetera Investment Advisers
Illinois
$372K +$44.6K +1,919 +14%
KV
61
Kickstand Ventures
New York
$357K – – –
WWA
62
Wingate Wealth Advisors
Massachusetts
$353K +$2.56K +110 +0.7%
CWM
63
Cornerstone Wealth Management
Missouri
$351K +$351K +15,125 New
CW
64
Cooksen Wealth
Texas
$350K – – –
YP
65
YANKCOM Partnership
South Dakota
$349K +$170K +7,300 +94%
HWM
66
Howard Wealth Management
Connecticut
$343K +$48.2K +2,076 +16%
AFA
67
AA Financial Advisors
Ohio
$331K +$61.6K +2,651 +23%
Thrivent Financial for Lutherans
68
Thrivent Financial for Lutherans
Minnesota
$323K – – –
SC
69
Savant Capital
Illinois
$304K – – –
JCM
70
Jacobi Capital Management
Pennsylvania
$286K +$58.1K +2,500 +25%
BPA
71
Beacon Pointe Advisors
California
$283K +$10.1K +433 +4%
FIM
72
Freedom Investment Management
Connecticut
$280K -$13.2K -568 -5%
SWM
73
Silverlake Wealth Management
Vermont
$275K – – –
HT
74
Heritage Trust
Oklahoma
$259K +$19.4K +835 +8%
LPT
75
Legacy Private Trust
Wisconsin
$257K +$257K +11,070 New
1 2
3
4 5