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Invesco BulletShares 2028 Municipal Bond ETF
BSMS

Overview Fund Activity

22 hedge funds and large institutions have $12.3M invested in Invesco BulletShares 2028 Municipal Bond ETF in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 4 reducing their positions, and 2 closing their positions.

Holders
22
Holders Change
+2
Holders Change %
+10%
% of All Funds
0.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
9
Reduced
4
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VVP
1
Venture Visionary Partners
Ohio
$756K
2
Bank of America
2
Bank of America
North Carolina
$820K
3
Invesco
3
Invesco
Georgia
$322K
4
CA
4
CGN Advisors
Kansas
$926K
5
FNB
5
Farmers National Bank
Kentucky
$754K

Top Sellers

1
Jane Street
1
Jane Street
New York
$4.65M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$537K
5
CPC
5
Cookson Peirce & Co
Pennsylvania
$208K
Name Market Value Shares Shares
Change 		Shares
Change %
Jane Street
1
Jane Street
New York
$4.65M 208,264 -95,626 -31%
CA
2
CGN Advisors
Kansas
$926K 41,519 +5,864 +16%
Bank of America
3
Bank of America
North Carolina
$820K 36,746 +32,702 +809%
VVP
4
Venture Visionary Partners
Ohio
$756K 33,904 +33,904 New
FNB
5
Farmers National Bank
Kentucky
$754K 33,784 +3,685 +12%
Osaic Holdings
6
Osaic Holdings
Arizona
$632K 28,278 +3,000 +12%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$537K 24,065 -3,962 -14%
RHP
8
Royal Harbor Partners
Texas
$526K 23,595 – –
LPL Financial
9
LPL Financial
California
$434K 19,471 -980 -5%
Invesco
10
Invesco
Georgia
$322K 14,419 +14,419 New
ADL
11
Asset Dedication LLC
California
$295K 13,206 +1,602 +14%
Thrivent Financial for Lutherans
12
Thrivent Financial for Lutherans
Minnesota
$225K 10,050 – –
FIM
13
Freedom Investment Management
Connecticut
$223K 10,006 +238 +2%
NAM
14
NorthCrest Asset Manangement
Minnesota
$217K 9,734 – –
CPC
15
Cookson Peirce & Co
Pennsylvania
$208K 9,323 -3,873 -29%
Morgan Stanley
16
Morgan Stanley
New York
$197K 8,813 +707 +9%
UBS Group
17
UBS Group
Switzerland
$150K 6,729 +545 +9%
KFI
18
Key Financial Inc
Pennsylvania
$127K 5,686 – –
Wells Fargo
19
Wells Fargo
California
$93K 4,198 +239 +6%
BFEC
20
Benjamin F. Edwards & Company
Missouri
$64K 2,880 +2,880 New
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$53K 2,385 +2,385 New
HWM
22
Horizons Wealth Management
North Carolina
$50K 2,226 – –
Citadel Advisors
23
Citadel Advisors
Florida
– – -20,695 Closed
CAPTRUST Financial Advisors
24
CAPTRUST Financial Advisors
North Carolina
– – -5,584 Closed
CFGS
25
Concourse Financial Group Securities
Alabama
– – – –