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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 %
ACA
76
Aptus Capital Advisors
Alabama
$223K +$22.5K +970 +11%
VVP
77
Venture Visionary Partners
Ohio
$217K -$32K -1,380 -13%
OFG
78
Opulen Financial Group
Virginia
$202K +$1.21K +52 +0.6%
CBT
79
Crews Bank & Trust
Florida
$198K – – –
YP
80
YANKCOM Partnership
South Dakota
$179K -$18.5K -800 -9%
KOCAA
81
Knights of Columbus Asset Advisors
Connecticut
$165K – – –
PTC
82
Private Trust Company
Ohio
$150K +$65.5K +2,825 +77%
LFG
83
Larson Financial Group
Missouri
$126K +$126K +5,419 New
PS
84
Principal Securities
Iowa
$94.2K – – –
WB
85
Webster Bank
Connecticut
$49.1K – – –
DCM
86
Davis Capital Management
Florida
$41.9K – – –
Carson Wealth (CWM LLC)
87
Carson Wealth (CWM LLC)
Nebraska
$20K -$10K -428 -33%
OP
88
ORG Partners
Indiana
$19.7K – – –
JPMorgan Chase & Co
89
JPMorgan Chase & Co
New York
$19.7K +$19.7K +849 New
HIA
90
Harbor Investment Advisory
Maryland
$18.5K +$18.5K +800 New
CF
91
Collier Financial
Colorado
$13.3K – – –
AF
92
Advisornet Financial
Minnesota
$8.23K – – –
Fidelity Investments
93
Fidelity Investments
Massachusetts
$5.1K +$5.1K +220 New
KCM
94
Kathmere Capital Management
Pennsylvania
– -$526K -22,533 Closed
BEI
95
Benjamin Edwards Inc
Missouri
– -$246K -10,541 Closed
Comerica Bank
96
Comerica Bank
Texas
– -$33.5K -1,435 Closed
CFD
97
Creative Financial Designs
Indiana
– -$20.1K -862 Closed
Bessemer Group
98
Bessemer Group
New Jersey
– -$15K -650 Closed
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