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Invesco BulletShares 2028 Municipal Bond ETF
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Overview Fund Activity

62 hedge funds and large institutions have $69.6M invested in Invesco BulletShares 2028 Municipal Bond ETF in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 19 reducing their positions, and 1 closing their positions.

Holders
62
Holders Change
+9
Holders Change %
+16.98%
% of All Funds
0.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
25
Reduced
19
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$4.97M
2
Invesco
2
Invesco
Georgia
$4.08M
3
MA
3
MONECO Advisors
Connecticut
$776K
4
OIA
4
OneDigital Investment Advisors
Kansas
$446K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$1.01M

Top Sellers

1
FFG
1
Foundry Financial Group
New Hampshire
$0
2
CA
2
CGN Advisors
Kansas
$1.28M
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$1.8M
4
IWC
4
Integrated Wealth Concepts
Massachusetts
$752K
5
Morgan Stanley
5
Morgan Stanley
New York
$4.72M
Name Market Value Shares Shares
Change 		Shares
Change %
CIM
1
Confluence Investment Management
Missouri
$6.65M 286,386 -1,404 -0.5%
Bank of America
2
Bank of America
North Carolina
$4.97M 213,860 +130,018 +155%
LPL Financial
3
LPL Financial
California
$4.92M 211,957 +9,015 +4%
Wells Fargo
4
Wells Fargo
California
$4.86M 209,383 +2,039 +1%
Morgan Stanley
5
Morgan Stanley
New York
$4.72M 203,001 -6,269 -3%
Invesco
6
Invesco
Georgia
$4.08M 175,639 +23,536 +15%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$3.91M 168,381 +5,309 +3%
KFI
8
Key Financial Inc
Pennsylvania
$3.52M 151,324 +4,618 +3%
NA
9
NewEdge Advisors
Louisiana
$2.73M 117,647 +7,645 +7%
Jane Street
10
Jane Street
New York
$2.01M 86,359 -871 -1%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$1.91M 82,382 +7,068 +9%
Focus Partners Wealth
12
Focus Partners Wealth
Massachusetts
$1.8M 77,497 -7,845 -9%
ADL
13
Asset Dedication LLC
California
$1.37M 58,977 +7,427 +14%
PWP
14
Precedent Wealth Partners
Texas
$1.37M 58,849 +9,418 +19%
CA
15
CGN Advisors
Kansas
$1.28M 55,233 -7,868 -12%
RJA
16
Raymond James & Associates
Florida
$1.23M 52,903 -184 -0.3%
FNB
17
Farmers National Bank
Kentucky
$1.11M 47,873 -54 -0.1%
MML Investors Services
18
MML Investors Services
Massachusetts
$1.03M 44,160 +1,934 +5%
Osaic Holdings
19
Osaic Holdings
Arizona
$1.01M 43,683 +13,997 +47%
ACM
20
AlphaStar Capital Management
North Carolina
$961K 41,372 +7,623 +23%
MA
21
MONECO Advisors
Connecticut
$776K 33,398 +19,896 +147%
HGA
22
Hobbs Group Advisors
South Carolina
$753K 32,406 +32,406 New
IWC
23
Integrated Wealth Concepts
Massachusetts
$752K 32,364 -7,366 -19%
UBS Group
24
UBS Group
Switzerland
$696K 29,946 -521 -2%
SC
25
Savant Capital
Illinois
$661K 28,463 – –
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