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Invesco BulletShares 2028 Municipal Bond ETF
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Overview Fund Activity

92 hedge funds and large institutions have $111M invested in Invesco BulletShares 2028 Municipal Bond ETF in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 44 increasing their positions, 14 reducing their positions, and 5 closing their positions.

Holders
92
Holders Change
+5
Holders Change %
+5.75%
% of All Funds
1.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
44
Reduced
14
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CVA
1
Central Valley Advisors
California
$4.35M
2
Jane Street
2
Jane Street
New York
$3.84M
3
Toronto Dominion Bank
3
Toronto Dominion Bank
Ontario, Canada
$1.69M
4
LPL Financial
4
LPL Financial
California
$7.93M
5
PWP
5
Precedent Wealth Partners
Texas
$2.75M

Top Sellers

1
CIM
1
Confluence Investment Management
Missouri
$2.69M
2
SFG
2
Sterling Financial Group
California
$466K
3
KCM
3
Kathmere Capital Management
Pennsylvania
$0
4
Wells Fargo
4
Wells Fargo
California
$5.57M
5
SC
5
Savant Capital
Illinois
$303K
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$7.93M 342,248 +52,468 +18%
Wells Fargo
2
Wells Fargo
California
$5.57M 240,454 -13,761 -5%
Bank of America
3
Bank of America
North Carolina
$4.98M 215,058 +40,023 +23%
Morgan Stanley
4
Morgan Stanley
New York
$4.98M 214,849 +11,068 +5%
Invesco
5
Invesco
Georgia
$4.83M 208,428 +24,873 +14%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$4.6M 198,482 +3,025 +2%
CVA
7
Central Valley Advisors
California
$4.35M 187,809 +187,809 New
KFI
8
Key Financial Inc
Pennsylvania
$4.08M 176,214 +14,960 +9%
Jane Street
9
Jane Street
New York
$3.84M 165,623 +151,677 +1,088%
UBS Group
10
UBS Group
Switzerland
$3.58M 154,313 -3,033 -2%
NA
11
NewEdge Advisors
Louisiana
$3.48M 150,193 +16,050 +12%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$3.33M 143,631 +19,959 +16%
VA
13
VestGen Advisors
Illinois
$3.19M 137,512 +137,512 New
Raymond James Financial
14
Raymond James Financial
Florida
$3.18M 137,232 +16,331 +14%
PWP
15
Precedent Wealth Partners
Texas
$2.75M 118,665 +43,745 +58%
CIM
16
Confluence Investment Management
Missouri
$2.69M 115,952 -151,678 -57%
Osaic Holdings
17
Osaic Holdings
Arizona
$2.25M 96,975 +30,457 +46%
MA
18
MONECO Advisors
Connecticut
$2.15M 92,581 +31,006 +50%
ADL
19
Asset Dedication LLC
California
$2.04M 87,836 +11,002 +14%
Focus Partners Wealth
20
Focus Partners Wealth
Massachusetts
$1.86M 80,407 +4,258 +6%
MML Investors Services
21
MML Investors Services
Massachusetts
$1.72M 74,368 +24,934 +50%
IWC
22
Integrated Wealth Concepts
Massachusetts
$1.71M 73,823 +12,147 +20%
Toronto Dominion Bank
23
Toronto Dominion Bank
Ontario, Canada
$1.69M 72,954 +61,247 +523%
Lido Advisors
24
Lido Advisors
California
$1.49M 64,181 – –
CA
25
CGN Advisors
Kansas
$1.29M 55,453 -208 -0.4%
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