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Invesco BulletShares 2028 Municipal Bond ETF
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Overview Fund Activity

28 hedge funds and large institutions have $35.4M invested in Invesco BulletShares 2028 Municipal Bond ETF in 2022 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 5 reducing their positions, and 3 closing their positions.

Holders
28
Holders Change
+6
Holders Change %
+27.27%
% of All Funds
0.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
13
Reduced
5
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$10.2M
2
CIM
2
Confluence Investment Management
Missouri
$6.94M
3
Wells Fargo
3
Wells Fargo
California
$5.1M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.47M
5
Invesco
5
Invesco
Georgia
$1.12M

Top Sellers

1
Jane Street
1
Jane Street
New York
$1.32M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$264K
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$0
4
FIM
4
Freedom Investment Management
Connecticut
$0
5
NAM
5
NorthCrest Asset Manangement
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$10.2M 439,414 +430,601 +4,886%
CIM
2
Confluence Investment Management
Missouri
$6.94M 298,840 +298,840 New
Wells Fargo
3
Wells Fargo
California
$5.1M 219,580 +215,382 +5,131%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.47M 63,257 +63,257 New
CA
5
CGN Advisors
Kansas
$1.38M 59,204 +17,685 +43%
Jane Street
6
Jane Street
New York
$1.32M 56,980 -151,284 -73%
Invesco
7
Invesco
Georgia
$1.12M 48,131 +33,712 +234%
FNB
8
Farmers National Bank
Kentucky
$1.05M 45,311 +11,527 +34%
Bank of America
9
Bank of America
North Carolina
$1.05M 45,304 +8,558 +23%
LPL Financial
10
LPL Financial
California
$925K 39,835 +20,364 +105%
Osaic Holdings
11
Osaic Holdings
Arizona
$713K 30,704 +2,426 +9%
VVP
12
Venture Visionary Partners
Ohio
$640K 27,530 -6,374 -19%
RHP
13
Royal Harbor Partners
Texas
$460K 19,804 -3,791 -16%
ADL
14
Asset Dedication LLC
California
$420K 18,119 +4,913 +37%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$368K 15,835 +15,835 New
Stifel Financial
16
Stifel Financial
Missouri
$329K 14,162 +14,162 New
SFG
17
Sterling Financial Group
California
$299K 12,850 +12,850 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$264K 11,386 -12,679 -53%
HWM
19
Horizons Wealth Management
North Carolina
$226K 9,741 +7,515 +338%
CPC
20
Cookson Peirce & Co
Pennsylvania
$224K 9,662 +339 +4%
CAM
21
Clark Asset Management
New Hampshire
$224K 9,629 +9,629 New
SCFS
22
S.C. Financial Services
Arizona
$224K 9,623 +9,623 New
BFEC
23
Benjamin F. Edwards & Company
Missouri
$160K 6,880 +4,000 +139%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$142K 6,134 +3,749 +157%
KFI
25
Key Financial Inc
Pennsylvania
$127K 5,686 – –
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