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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
FA
76
FF Advisors
California
$397K +$2.18K +93 +0.6%
KV
77
Kickstand Ventures
New York
$392K +$31.1K +1,325 +9%
HT
78
Heritage Trust
Oklahoma
$378K +$54.9K +2,343 +17%
WWA
79
Wingate Wealth Advisors
Massachusetts
$362K +$2.44K +104 +0.7%
CW
80
Cooksen Wealth
Texas
$354K
AIM
81
Anchor Investment Management
South Carolina
$353K +$176K +7,500 +100%
FFA
82
Farther Finance Advisors
California
$352K +$175K +7,469 +100%
SG
83
StoneX Group
New York
$340K -$93.5K -3,987 -22%
AFA
84
AA Financial Advisors
Ohio
$336K +$281 +12 +0.1%
SWM
85
Silverlake Wealth Management
Vermont
$322K +$43.4K +1,853 +16%
YP
86
YANKCOM Partnership
South Dakota
$322K -$17.9K -764 -5%
BFA
87
Bill Few Associates
Pennsylvania
$302K
AFP
88
Ausdal Financial Partners
Iowa
$288K +$287K +12,250 New
CA
89
CGN Advisors
Kansas
$287K -$38.5K -1,643 -12%
WWMP
90
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$284K +$283K +12,083 New
FCAS
91
First Command Advisory Services
Texas
$279K -$290K -12,376 -51%
Ameriprise
92
Ameriprise
Minnesota
$277K -$29.7K -1,266 -10%
Wealth Enhancement Advisory Services
93
Wealth Enhancement Advisory Services
Minnesota
$264K +$211 +9 +0.1%
PFS
94
Prospera Financial Services
Texas
$260K
CBA
95
Coastal Bridge Advisors
Connecticut
$245K +$35.2K +1,502 +17%
BPA
96
Beacon Pointe Advisors
California
$236K -$189K -8,079 -45%
GSIAS
97
Garden State Investment Advisory Services
New Jersey
$232K +$231K +9,858 New
ACA
98
Aptus Capital Advisors
Alabama
$231K +$1.55K +66 +0.7%
NL
99
NorthAvenue LLC
Ohio
$223K +$223K +9,496 New
CPC
100
Cookson Peirce & Co
Pennsylvania
$215K +$214K +9,131 New