BSMS icon

Invesco BulletShares 2028 Municipal Bond ETF

127 hedge funds and large institutions have $188M invested in Invesco BulletShares 2028 Municipal Bond ETF in 2026 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 61 increasing their positions, 22 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
127
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BPA
101
Beacon Pointe Advisors
California
$266K
CA
102
CGN Advisors
Kansas
$262K
MWM
103
Mission Wealth Management
California
$230K
FFG
104
Foundry Financial Group
New Hampshire
$230K
NL
105
NorthAvenue LLC
Ohio
$222K
FFA
106
Farther Finance Advisors
California
$221K
CL
107
CVFG LLC
Indiana
$220K
WWMP
108
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$219K
GSIAS
109
Garden State Investment Advisory Services
New Jersey
$210K
OFG
110
Opulen Financial Group
Virginia
$209K
CBTWT
111
Community Bank & Trust (Waco, Texas)
Texas
$208K
CPC
112
Cookson Peirce & Co
Pennsylvania
$205K
LIM
113
Leavell Investment Management
Alabama
$204K
CBT
114
Crews Bank & Trust
Florida
$200K
KOCAA
115
Knights of Columbus Asset Advisors
Connecticut
$166K
OSAM
116
O'Shaughnessy Asset Management
Connecticut
$160K
GSEP
117
Golden State Equity Partners
California
$160K
CAL
118
Capital Analysts LLC
Pennsylvania
$155K
LFG
119
Larson Financial Group
Missouri
$127K
GWM
120
Geneos Wealth Management
Colorado
$72.5K
WWM
121
Western Wealth Management
Colorado
$51K
ASN
122
Advisory Services Network
Georgia
$49.6K
IWS
123
Intentional Wealth Strategies
Colorado
$24.5K
DCM
124
Davis Capital Management
Florida
$16.6K
HIA
125
Harbor Investment Advisory
Maryland
$15K