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Invesco BulletShares 2028 Municipal Bond ETF
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Overview Fund Activity

93 hedge funds and large institutions have $124M invested in Invesco BulletShares 2028 Municipal Bond ETF in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 43 increasing their positions, 15 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
93
Holders Change
+1
Holders Change %
+1.09%
% of All Funds
1.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
43
Reduced
15
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KCM
Kathmere Capital Management
Pennsylvania
$5.85M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$5.77M
3
MWM
Modern Wealth Management
Kansas
$1.13M
4
Morgan Stanley
Morgan Stanley
New York
$6.03M
5
Jane Street
Jane Street
New York
$4.81M

Top Sellers

1
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$0
2
Osaic Holdings
Osaic Holdings
Arizona
$1.38M
3
Goldman Sachs
Goldman Sachs
New York
$0
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.72M
5
CA
CGN Advisors
Kansas
$714K
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$8.77M +$817K +35,188 +10%
Morgan Stanley
2
Morgan Stanley
New York
$6.03M +$1.04M +44,924 +21%
Wells Fargo
3
Wells Fargo
California
$5.95M +$360K +15,513 +6%
KCM
4
Kathmere Capital Management
Pennsylvania
$5.85M +$5.85M +251,708 New
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$5.77M +$1.16M +49,955 +25%
Bank of America
6
Bank of America
North Carolina
$5.57M +$576K +24,805 +12%
Invesco
7
Invesco
Georgia
$5M +$154K +6,644 +3%
Jane Street
8
Jane Street
New York
$4.81M +$963K +41,469 +25%
CVA
9
Central Valley Advisors
California
$4.3M -$57.8K -2,489 -1%
KFI
10
Key Financial Inc
Pennsylvania
$4.09M – – –
UBS Group
11
UBS Group
Switzerland
$3.78M +$200K +8,603 +6%
NA
12
NewEdge Advisors
Louisiana
$3.73M +$237K +10,219 +7%
Raymond James Financial
13
Raymond James Financial
Florida
$3.55M +$367K +15,791 +12%
VA
14
VestGen Advisors
Illinois
$3.29M +$90.6K +3,893 +3%
PWP
15
Precedent Wealth Partners
Texas
$2.99M +$232K +10,005 +8%
MA
16
MONECO Advisors
Connecticut
$2.91M +$755K +32,522 +35%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$2.72M -$617K -26,556 -18%
CIM
18
Confluence Investment Management
Missouri
$2.61M -$84.9K -3,654 -3%
ADL
19
Asset Dedication LLC
California
$2.33M +$291K +12,510 +14%
IWC
20
Integrated Wealth Concepts
Massachusetts
$2.25M +$538K +23,173 +31%
Focus Partners Wealth
21
Focus Partners Wealth
Massachusetts
$2.06M +$192K +8,258 +10%
MML Investors Services
22
MML Investors Services
Massachusetts
$1.64M -$90.3K -3,886 -5%
Lido Advisors
23
Lido Advisors
California
$1.49M – – –
HBT
24
Hills Bank & Trust
Iowa
$1.4M +$419K +18,037 +43%
Osaic Holdings
25
Osaic Holdings
Arizona
$1.38M -$880K -37,732 -39%
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