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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 %
PFS
76
Prospera Financial Services
Texas
$254K 10,917 – –
ACA
77
Aptus Capital Advisors
Alabama
$225K 9,675 +70 +0.7%
HF
78
HRT Financial
New York
$214K 9,236 +9,236 New
OFG
79
Opulen Financial Group
Virginia
$204K 8,790 +54 +0.6%
LC
80
Landaas & Company
Wisconsin
$201K 8,643 +8,643 New
CBT
81
Crews Bank & Trust
Florida
$198K 8,535 – –
KOCAA
82
Knights of Columbus Asset Advisors
Connecticut
$165K 7,110 – –
LFG
83
Larson Financial Group
Missouri
$126K 5,419 – –
SPIA
84
Steward Partners Investment Advisory
New York
$120K 5,183 +5,183 New
AIM
85
Anchor Investment Management
South Carolina
$116K 5,000 +5,000 New
WSFS
86
Wilmington Savings Fund Society
Delaware
$98.5K 4,241 +4,241 New
PS
87
Principal Securities
Iowa
$69.5K 2,992 -1,047 -26%
PTC
88
Private Trust Company
Ohio
$51.1K 2,200 -4,275 -66%
FFA
89
Farther Finance Advisors
California
$33.6K 1,447 +1,447 New
Carson Wealth (CWM LLC)
90
Carson Wealth (CWM LLC)
Nebraska
$20K 856 – –
OP
91
ORG Partners
Indiana
$19.7K 850 – –
HIA
92
Harbor Investment Advisory
Maryland
$18.6K 800 – –
AF
93
Advisornet Financial
Minnesota
$8.25K 355 – –
EC
94
Elequin Capital
New York
$7.43K 320 +320 New
Toronto Dominion Bank
95
Toronto Dominion Bank
Ontario, Canada
– – -72,954 Closed
Goldman Sachs
96
Goldman Sachs
New York
– – -30,594 Closed
PFG
97
PAX Financial Group
Texas
– – -13,883 Closed
MWA
98
Midland Wealth Advisors
Illinois
– – -12,508 Closed
CIC
99
Carnegie Investment Counsel
Ohio
– – -11,410 Closed
VVP
100
Venture Visionary Partners
Ohio
– – -9,350 Closed
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