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Invesco BulletShares 2028 Municipal Bond ETF

40 hedge funds and large institutions have $43.9M invested in Invesco BulletShares 2028 Municipal Bond ETF in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 6 reducing their positions, and 3 closing their positions.

Holders
40
Holders Change
+7
Holders Change %
+21.21%
% of All Funds
0.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
19
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CIM
1
Confluence Investment Management
Missouri
$6.88M 294,366 -7,318 -2%
Wells Fargo
2
Wells Fargo
California
$6.18M 264,606 +8,413 +3%
LPL Financial
3
LPL Financial
California
$3.53M 150,905 +29,132 +24%
SFG
4
Sterling Financial Group
California
$2.77M 118,553 +105,703 +823%
Jane Street
5
Jane Street
New York
$2.75M 117,470 -34,361 -23%
Morgan Stanley
6
Morgan Stanley
New York
$2.35M 100,532 -409,978 -80%
CA
7
CGN Advisors
Kansas
$1.94M 83,161 +5,270 +7%
Invesco
8
Invesco
Georgia
$1.77M 75,816 -4,163 -5%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$1.19M 50,784 +11,036 +28%
Bank of America
10
Bank of America
North Carolina
$1.08M 46,405 +822 +2%
FNB
11
Farmers National Bank
Kentucky
$1.08M 46,254 +212 +0.5%
IWC
12
Integrated Wealth Concepts
Massachusetts
$884K 37,837 +37,837 New
Osaic Holdings
13
Osaic Holdings
Arizona
$793K 33,923 +3,703 +12%
CG
14
Colony Group
Massachusetts
$788K 33,736 +24,358 +260%
KFI
15
Key Financial Inc
Pennsylvania
$755K 32,291 +11,905 +58%
SC
16
Savant Capital
Illinois
$740K 31,669
VVP
17
Venture Visionary Partners
Ohio
$708K 30,289 -1,341 -4%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$695K 29,745 +11,917 +67%
UBS Group
19
UBS Group
Switzerland
$582K 24,893 +24,071 +2,928%
ADL
20
Asset Dedication LLC
California
$552K 23,534 +4,915 +26%
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$513K 21,772 +3,243 +18%
DA
22
Dover Advisors
Virginia
$512K 21,890 +21,890 New
LPT
23
Legacy Private Trust
Wisconsin
$503K 21,505 -11,570 -35%
RHP
24
Royal Harbor Partners
Texas
$463K 19,804
RJFSA
25
Raymond James Financial Services Advisors
Florida
$365K 15,602 +15,602 New