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Invesco BulletShares 2028 Municipal Bond ETF
BSMS

Overview Fund Activity

53 hedge funds and large institutions have $62.3M invested in Invesco BulletShares 2028 Municipal Bond ETF in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 9 reducing their positions, and 6 closing their positions.

Holders
53
Holders Change
+3
Holders Change %
+6%
% of All Funds
0.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
27
Reduced
9
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$4.87M
2
NA
2
NewEdge Advisors
Louisiana
$2.58M
3
Jane Street
3
Jane Street
New York
$2.05M
4
KFI
4
Key Financial Inc
Pennsylvania
$3.44M
5
ACM
5
AlphaStar Capital Management
North Carolina
$792K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$4.91M
2
SFG
2
Sterling Financial Group
California
$517K
3
CA
3
CGN Advisors
Kansas
$1.48M
4
WSTAM
4
Wilbanks Smith & Thomas Asset Management
Virginia
$0
5
NAM
5
NorthCrest Asset Manangement
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CIM
1
Confluence Investment Management
Missouri
$6.76M 287,790 -1,485 -0.5%
Morgan Stanley
2
Morgan Stanley
New York
$4.91M 209,270 -200,354 -49%
Wells Fargo
3
Wells Fargo
California
$4.87M 207,344 +116,697 +129%
LPL Financial
4
LPL Financial
California
$4.77M 202,942 +26,496 +15%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$3.83M 163,072 +19,507 +14%
Invesco
6
Invesco
Georgia
$3.57M 152,103 +17,083 +13%
KFI
7
Key Financial Inc
Pennsylvania
$3.44M 146,706 +85,850 +141%
NA
8
NewEdge Advisors
Louisiana
$2.58M 110,002 +104,970 +2,086%
Jane Street
9
Jane Street
New York
$2.05M 87,230 +87,230 New
Focus Partners Wealth
10
Focus Partners Wealth
Massachusetts
$2M 85,342 +31,473 +58%
Bank of America
11
Bank of America
North Carolina
$1.97M 83,842 +32,330 +63%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$1.77M 75,314 +6,164 +9%
CA
13
CGN Advisors
Kansas
$1.48M 63,101 -30,449 -33%
RJA
14
Raymond James & Associates
Florida
$1.25M 53,087 +22,960 +76%
ADL
15
Asset Dedication LLC
California
$1.22M 51,550 +11,589 +29%
PWP
16
Precedent Wealth Partners
Texas
$1.16M 49,431 +11,130 +29%
FNB
17
Farmers National Bank
Kentucky
$1.13M 47,927 +2,304 +5%
MML Investors Services
18
MML Investors Services
Massachusetts
$991K 42,226 +2,360 +6%
IWC
19
Integrated Wealth Concepts
Massachusetts
$933K 39,730 -110 -0.3%
ACM
20
AlphaStar Capital Management
North Carolina
$792K 33,749 +33,749 New
UBS Group
21
UBS Group
Switzerland
$715K 30,467 +846 +3%
Osaic Holdings
22
Osaic Holdings
Arizona
$697K 29,686 -3,536 -11%
SC
23
Savant Capital
Illinois
$668K 28,463 – –
SFG
24
Sterling Financial Group
California
$517K 22,013 -68,889 -76%
DA
25
Dover Advisors
Virginia
$514K 21,890 +21,890 New
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