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Invesco BulletShares 2028 Municipal Bond ETF
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Overview Fund Activity

87 hedge funds and large institutions have $92.3M invested in Invesco BulletShares 2028 Municipal Bond ETF in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 39 increasing their positions, 10 reducing their positions, and 5 closing their positions.

Holders
87
Holders Change
+15
Holders Change %
+20.83%
% of All Funds
1.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
39
Reduced
10
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$2.82M
2
UBS Group
2
UBS Group
Switzerland
$3.67M
3
Lido Advisors
3
Lido Advisors
California
$1.5M
4
FNB
4
Farmers National Bank
Kentucky
$1.12M
5
Wells Fargo
5
Wells Fargo
California
$5.93M

Top Sellers

1
Jane Street
1
Jane Street
New York
$325K
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
HIP
3
HUB Investment Partners
Texas
$0
4
HSWS
4
Higgins & Schmidt Wealth Strategies
Colorado
$0
5
FFG
5
Foundry Financial Group
New Hampshire
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$6.76M 289,780 +36,978 +15%
CIM
2
Confluence Investment Management
Missouri
$6.24M 267,630 -2,078 -0.8%
Wells Fargo
3
Wells Fargo
California
$5.93M 254,215 +41,459 +19%
Morgan Stanley
4
Morgan Stanley
New York
$4.75M 203,781 +21,323 +12%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$4.56M 195,457 +1,779 +0.9%
Invesco
6
Invesco
Georgia
$4.28M 183,555 -7,612 -4%
Bank of America
7
Bank of America
North Carolina
$4.08M 175,035 -5,926 -3%
KFI
8
Key Financial Inc
Pennsylvania
$3.76M 161,254 +5,655 +4%
UBS Group
9
UBS Group
Switzerland
$3.67M 157,346 +79,475 +102%
NA
10
NewEdge Advisors
Louisiana
$3.13M 134,143 +13,037 +11%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$2.89M 123,672 +32,236 +35%
Raymond James Financial
12
Raymond James Financial
Florida
$2.82M 120,901 +120,901 New
ADL
13
Asset Dedication LLC
California
$1.79M 76,834 +12,607 +20%
Focus Partners Wealth
14
Focus Partners Wealth
Massachusetts
$1.78M 76,149 +3,340 +5%
PWP
15
Precedent Wealth Partners
Texas
$1.75M 74,920 +4,581 +7%
Osaic Holdings
16
Osaic Holdings
Arizona
$1.55M 66,518 +470 +0.7%
Lido Advisors
17
Lido Advisors
California
$1.5M 64,181 +64,181 New
IWC
18
Integrated Wealth Concepts
Massachusetts
$1.44M 61,676 +25,823 +72%
MA
19
MONECO Advisors
Connecticut
$1.44M 61,575 +13,979 +29%
CA
20
CGN Advisors
Kansas
$1.3M 55,661 +264 +0.5%
Stifel Financial
21
Stifel Financial
Missouri
$1.18M 50,433 -5,347 -10%
ACM
22
AlphaStar Capital Management
North Carolina
$1.16M 49,907 +5,382 +12%
MML Investors Services
23
MML Investors Services
Massachusetts
$1.15M 49,434 +3,798 +8%
HighTower Advisors
24
HighTower Advisors
Illinois
$1.13M 48,398 +9,110 +23%
SFG
25
Sterling Financial Group
California
$1.12M 48,064 +20,901 +77%
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