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Invesco BulletShares 2028 Municipal Bond ETF

120 hedge funds and large institutions have $174M invested in Invesco BulletShares 2028 Municipal Bond ETF in 2025 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 62 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

288% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 16

280% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 5

12% more funds holding

Funds holding: 107120 (+13)

11% more capital invested

Capital invested by funds: $157M → $174M (+$17.7M)

0.35% less ownership

Funds ownership: 69.52%69.16% (-0.35%)

Holders
120
Holders Change
+13
Holders Change %
+12.15%
% of All Funds
1.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
62
Reduced
16
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$11.2M +$1.2M +51,111 +12%
Invesco
2
Invesco
Georgia
$8.91M +$3.33M +142,158 +60%
Morgan Stanley
3
Morgan Stanley
New York
$8.67M -$1.09M -46,537 -11%
Truist Financial
4
Truist Financial
North Carolina
$7.02M +$99.2K +4,231 +1%
Bank of America
5
Bank of America
North Carolina
$6.05M +$369K +15,729 +7%
KCM
6
Kathmere Capital Management
Pennsylvania
$5.43M -$153K -6,513 -3%
UBS Group
7
UBS Group
Switzerland
$5.33M +$1.08M +46,088 +26%
HBT
8
Hills Bank & Trust
Iowa
$5.12M +$839K +35,806 +20%
SF
9
Summit Financial
New Jersey
$5.09M +$1.99K +85 +0%
Raymond James Financial
10
Raymond James Financial
Florida
$5.02M +$1.11M +47,426 +29%
KFI
11
Key Financial Inc
Pennsylvania
$4.89M +$676K +28,851 +16%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$4.64M -$1.55M -66,282 -25%
CVA
13
Central Valley Advisors
California
$4.4M +$14.6K +621 +0.3%
NA
14
NewEdge Advisors
Louisiana
$4.28M +$340K +14,497 +9%
Wells Fargo
15
Wells Fargo
California
$4.1M -$1.9M -81,243 -32%
PWP
16
Precedent Wealth Partners
Texas
$3.71M +$276K +11,768 +8%
IWC
17
Integrated Wealth Concepts
Massachusetts
$3.32M +$545K +23,248 +20%
MA
18
MONECO Advisors
Connecticut
$3.24M +$151K +6,422 +5%
AUB
19
Atlantic Union Bankshares
Virginia
$3.23M +$3.22M +137,263 New
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$2.9M +$192K +8,184 +7%
ADL
21
Asset Dedication LLC
California
$2.87M +$527K +22,467 +23%
HighTower Advisors
22
HighTower Advisors
Illinois
$2.75M +$1.38M +59,017 +102%
IIM
23
Invariant Investment Management
Pennsylvania
$2.65M +$2.64M +112,513 New
Focus Partners Wealth
24
Focus Partners Wealth
Massachusetts
$2.55M +$184K +7,853 +8%
SA
25
Sanctuary Advisors
Indiana
$2.52M +$29.4K +1,252 +1%