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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
VWWMG
51
Vermillion & White Wealth Management Group
Pennsylvania
$693K +$690K +29,415 New
KOC
52
Koss-Olinger Consulting
Florida
$658K
SPA
53
Sentinel Pension Advisors
Massachusetts
$638K +$399 +17 +0.1%
MWM
54
Meridian Wealth Management
Kentucky
$631K +$99.8K +4,258 +19%
AA
55
Addison Advisors
Vermont
$619K +$13.4K +570 +2%
WB
56
Webster Bank
Connecticut
$601K +$600K +25,575 New
Thrivent Financial for Lutherans
57
Thrivent Financial for Lutherans
Minnesota
$599K +$272K +11,592 +83%
Cetera Investment Advisers
58
Cetera Investment Advisers
Illinois
$579K +$138K +5,903 +32%
LC
59
Landaas & Company
Wisconsin
$558K +$229K +9,779 +70%
TF
60
TLWM Financial
Texas
$544K +$543K +23,159 New
HGA
61
Hobbs Group Advisors
South Carolina
$530K +$7.57K +323 +1%
HWM
62
Howard Wealth Management
Connecticut
$518K +$152K +6,489 +42%
DA
63
Dover Advisors
Virginia
$514K
WA
64
WESPAC Advisors
California
$509K
HWM
65
Horizons Wealth Management
North Carolina
$506K +$34.8K +1,486 +7%
APP
66
Avantax Planning Partners
Iowa
$498K +$497K +21,189 New
CFGA
67
Cambridge Financial Group (Arizona)
Arizona
$478K
OIA
68
OneDigital Investment Advisors
Kansas
$477K +$25K +1,065 +6%
MW
69
Members Wealth
Pennsylvania
$459K +$49.8K +2,123 +12%
Royal Bank of Canada
70
Royal Bank of Canada
Ontario, Canada
$455K +$44.8K +1,910 +11%
RSA
71
River Street Advisors
Illinois
$444K
HI
72
Harbour Investments
Wisconsin
$439K +$2.95K +126 +0.7%
JCM
73
Jacobi Capital Management
Pennsylvania
$427K +$75K +3,200 +21%
HNB
74
Huntington National Bank
Ohio
$404K
CA
75
Clearstead Advisors
Ohio
$400K +$100K +4,265 +33%