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Invesco BulletShares 2028 Municipal Bond ETF
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Overview Fund Activity

33 hedge funds and large institutions have $46.7M invested in Invesco BulletShares 2028 Municipal Bond ETF in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 4 reducing their positions, and 2 closing their positions.

Holders
33
Holders Change
+5
Holders Change %
+17.86%
% of All Funds
0.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
19
Reduced
4
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$3.59M
2
LPL Financial
2
LPL Financial
California
$2.88M
3
Morgan Stanley
3
Morgan Stanley
New York
$12.1M
4
Wells Fargo
4
Wells Fargo
California
$6.06M
5
LPT
5
Legacy Private Trust
Wisconsin
$783K

Top Sellers

1
CPC
1
Cookson Peirce & Co
Pennsylvania
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.3M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$192K
4
Osaic Holdings
4
Osaic Holdings
Arizona
$715K
5
Stifel Financial
5
Stifel Financial
Missouri
$334K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$12.1M 510,510 +71,096 +16%
CIM
2
Confluence Investment Management
Missouri
$7.14M 301,684 +2,844 +1%
Wells Fargo
3
Wells Fargo
California
$6.06M 256,193 +36,613 +17%
Jane Street
4
Jane Street
New York
$3.59M 151,831 +94,851 +166%
LPL Financial
5
LPL Financial
California
$2.88M 121,773 +81,938 +206%
Invesco
6
Invesco
Georgia
$1.89M 79,979 +31,848 +66%
CA
7
CGN Advisors
Kansas
$1.84M 77,891 +18,687 +32%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$1.3M 55,044 -8,213 -13%
FNB
9
Farmers National Bank
Kentucky
$1.09M 46,042 +731 +2%
Bank of America
10
Bank of America
North Carolina
$1.08M 45,583 +279 +0.6%
LPT
11
Legacy Private Trust
Wisconsin
$783K 33,075 +33,075 New
SC
12
Savant Capital
Illinois
$749K 31,669 +31,669 New
VVP
13
Venture Visionary Partners
Ohio
$748K 31,630 +4,100 +15%
Osaic Holdings
14
Osaic Holdings
Arizona
$715K 30,220 -484 -2%
KFI
15
Key Financial Inc
Pennsylvania
$482K 20,386 +14,700 +259%
RHP
16
Royal Harbor Partners
Texas
$469K 19,804 – –
ADL
17
Asset Dedication LLC
California
$442K 18,619 +500 +3%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$439K 18,529 +18,529 New
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$422K 17,828 +1,993 +13%
Stifel Financial
20
Stifel Financial
Missouri
$334K 14,106 -56 -0.4%
SFG
21
Sterling Financial Group
California
$299K 12,850 – –
HWM
22
Horizons Wealth Management
North Carolina
$287K 12,123 +2,382 +24%
NAM
23
NorthCrest Asset Manangement
Minnesota
$230K 9,734 +9,734 New
AWM
24
Avior Wealth Management
Nebraska
$230K 9,713 +9,713 New
CAM
25
Clark Asset Management
New Hampshire
$229K 9,691 +62 +0.6%
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