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Invesco BulletShares 2028 Municipal Bond ETF
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Overview Fund Activity

39 hedge funds and large institutions have $39.2M invested in Invesco BulletShares 2028 Municipal Bond ETF in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 23 increasing their positions, 7 reducing their positions, and 4 closing their positions.

Holders
39
Holders Change
-1
Holders Change %
-2.5%
% of All Funds
0.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
23
Reduced
7
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
1
Invesco
Georgia
$2.5M
2
MML Investors Services
2
MML Investors Services
Massachusetts
$599K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.26M
4
LPL Financial
4
LPL Financial
California
$3.71M
5
KFI
5
Key Financial Inc
Pennsylvania
$991K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$964K
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$0
3
Jane Street
3
Jane Street
New York
$2.24M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$0
5
CPC
5
Cookson Peirce & Co
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CIM
1
Confluence Investment Management
Missouri
$6.58M 292,256 -2,110 -0.7%
LPL Financial
2
LPL Financial
California
$3.71M 164,523 +13,618 +9%
SFG
3
Sterling Financial Group
California
$2.81M 124,847 +6,294 +5%
Invesco
4
Invesco
Georgia
$2.5M 110,840 +35,024 +46%
Morgan Stanley
5
Morgan Stanley
New York
$2.28M 101,255 +723 +0.7%
Jane Street
6
Jane Street
New York
$2.24M 99,211 -18,259 -16%
CA
7
CGN Advisors
Kansas
$2.01M 89,424 +6,263 +8%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.26M 55,753 +26,008 +87%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$1.23M 54,574 +3,790 +7%
Bank of America
10
Bank of America
North Carolina
$1.15M 51,133 +4,728 +10%
FNB
11
Farmers National Bank
Kentucky
$1.15M 50,961 +4,707 +10%
KFI
12
Key Financial Inc
Pennsylvania
$991K 43,991 +11,700 +36%
Wells Fargo
13
Wells Fargo
California
$964K 42,780 -221,826 -84%
Osaic Holdings
14
Osaic Holdings
Arizona
$771K 34,207 +284 +0.8%
CG
15
Colony Group
Massachusetts
$769K 34,141 +405 +1%
IWC
16
Integrated Wealth Concepts
Massachusetts
$767K 34,047 -3,790 -10%
SC
17
Savant Capital
Illinois
$740K 32,850 +1,181 +4%
VVP
18
Venture Visionary Partners
Ohio
$634K 28,140 -2,149 -7%
MML Investors Services
19
MML Investors Services
Massachusetts
$599K 26,596 +26,596 New
ADL
20
Asset Dedication LLC
California
$544K 24,205 +671 +3%
UBS Group
21
UBS Group
Switzerland
$521K 23,113 -1,780 -7%
DA
22
Dover Advisors
Virginia
$493K 21,890 – –
LPT
23
Legacy Private Trust
Wisconsin
$484K 21,505 – –
RHP
24
Royal Harbor Partners
Texas
$446K 19,804 – –
HWM
25
Horizons Wealth Management
North Carolina
$399K 17,723 +3,153 +22%
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