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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
PAG
101
Private Advisor Group
New Jersey
$211K +$6.07K +259 +3%
OFG
102
Opulen Financial Group
Virginia
$209K +$1.22K +52 +0.6%
CBTWT
103
Community Bank & Trust (Waco, Texas)
Texas
$209K
AWM
104
Avior Wealth Management
Nebraska
$205K -$150K -6,399 -42%
LIM
105
Leavell Investment Management
Alabama
$204K +$204K +8,700 New
CBT
106
Crews Bank & Trust
Florida
$201K
FF
107
Francis Financial
$200K +$200K +8,524 New
KOCAA
108
Knights of Columbus Asset Advisors
Connecticut
$167K
OSAM
109
O'Shaughnessy Asset Management
Connecticut
$161K
OP
110
ORG Partners
Indiana
$161K
CAL
111
Capital Analysts LLC
Pennsylvania
$156K +$155K +6,625 New
LFG
112
Larson Financial Group
Missouri
$127K
KAS
113
Kestra Advisory Services
Texas
$91.7K +$91.5K +3,901 New
PTC
114
Private Trust Company
Ohio
$82.9K +$68.1K +2,904 +465%
GWM
115
Geneos Wealth Management
Colorado
$72.8K
EC
116
Elequin Capital
New York
$28.1K -$2.32M -98,803 -99%
Carson Wealth (CWM LLC)
117
Carson Wealth (CWM LLC)
Nebraska
$20K
DCM
118
Davis Capital Management
Florida
$16.7K
HIA
119
Harbor Investment Advisory
Maryland
$15K -$3.75K -160 -20%
CF
120
Collier Financial
Colorado
$13.5K
TC
121
Trust Company
Kansas
$9.42K +$9.4K +401 New
CIM
122
Confluence Investment Management
Missouri
-$2.97M -126,710 Closed
Jane Street
123
Jane Street
New York
-$1.58M -67,607 Closed
Goldman Sachs
124
Goldman Sachs
New York
-$823K -35,143 Closed
HIP
125
HUB Investment Partners
Texas
-$201K -8,601 Closed