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Invesco BulletShares 2028 Municipal Bond ETF
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Overview Fund Activity

72 hedge funds and large institutions have $78.9M invested in Invesco BulletShares 2028 Municipal Bond ETF in 2024 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 35 increasing their positions, 8 reducing their positions, and 3 closing their positions.

Holders
72
Holders Change
+10
Holders Change %
+16.13%
% of All Funds
1.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
35
Reduced
8
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.2M
2
UBS Group
2
UBS Group
Switzerland
$1.84M
3
Stifel Financial
3
Stifel Financial
Missouri
$1.32M
4
LPL Financial
4
LPL Financial
California
$5.96M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$925K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$4.27M
2
Morgan Stanley
2
Morgan Stanley
New York
$4.3M
3
RHP
3
Royal Harbor Partners
Texas
$0
4
CIM
4
Confluence Investment Management
Missouri
$6.36M
5
PAG
5
Private Advisor Group
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CIM
1
Confluence Investment Management
Missouri
$6.36M 269,708 -16,678 -6%
LPL Financial
2
LPL Financial
California
$5.96M 252,802 +40,845 +19%
Wells Fargo
3
Wells Fargo
California
$5.02M 212,756 +3,373 +2%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$4.57M 193,678 +25,297 +15%
Invesco
5
Invesco
Georgia
$4.51M 191,167 +15,528 +9%
Morgan Stanley
6
Morgan Stanley
New York
$4.3M 182,458 -20,543 -10%
Bank of America
7
Bank of America
North Carolina
$4.27M 180,961 -32,899 -15%
KFI
8
Key Financial Inc
Pennsylvania
$3.67M 155,599 +4,275 +3%
NA
9
NewEdge Advisors
Louisiana
$2.86M 121,106 +3,459 +3%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$2.16M 91,436 +9,054 +11%
Jane Street
11
Jane Street
New York
$2M 84,900 -1,459 -2%
UBS Group
12
UBS Group
Switzerland
$1.84M 77,871 +47,925 +160%
Focus Partners Wealth
13
Focus Partners Wealth
Massachusetts
$1.72M 72,809 -4,688 -6%
PWP
14
Precedent Wealth Partners
Texas
$1.66M 70,339 +11,490 +20%
Osaic Holdings
15
Osaic Holdings
Arizona
$1.56M 66,048 +22,365 +51%
ADL
16
Asset Dedication LLC
California
$1.51M 64,227 +5,250 +9%
Stifel Financial
17
Stifel Financial
Missouri
$1.32M 55,780 +44,278 +385%
CA
18
CGN Advisors
Kansas
$1.31M 55,397 +164 +0.3%
RJA
19
Raymond James & Associates
Florida
$1.28M 54,196 +1,293 +2%
Citadel Advisors
20
Citadel Advisors
Florida
$1.2M 50,820 +50,820 New
MA
21
MONECO Advisors
Connecticut
$1.12M 47,596 +14,198 +43%
MML Investors Services
22
MML Investors Services
Massachusetts
$1.08M 45,636 +1,476 +3%
ACM
23
AlphaStar Capital Management
North Carolina
$1.05M 44,525 +3,153 +8%
HighTower Advisors
24
HighTower Advisors
Illinois
$925K 39,288 +39,288 New
Brown Advisory
25
Brown Advisory
Maryland
$907K 38,450 +38,450 New
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