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Invesco BulletShares 2028 Municipal Bond ETF

129 hedge funds and large institutions have $198M invested in Invesco BulletShares 2028 Municipal Bond ETF in 2026 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 63 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 22

125% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 8

13% more capital invested

Capital invested by funds: $174M → $198M (+$23.2M)

8% more funds holding

Funds holding: 120129 (+9)

0.39% more ownership

Funds ownership: 69.16%69.55% (+0.39%)

Holders
129
Holders Change
+9
Holders Change %
+7.5%
% of All Funds
1.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
63
Reduced
22
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$12M +$769K +32,616 +7%
Morgan Stanley
2
Morgan Stanley
New York
$9.39M +$772K +32,768 +9%
Invesco
3
Invesco
Georgia
$9.31M +$445K +18,876 +5%
Raymond James Financial
4
Raymond James Financial
Florida
$8.15M +$3.17M +134,582 +63%
Truist Financial
5
Truist Financial
North Carolina
$7.05M +$56.3K +2,389 +0.8%
Bank of America
6
Bank of America
North Carolina
$6.85M +$836K +35,458 +14%
UBS Group
7
UBS Group
Switzerland
$6.19M +$887K +37,609 +17%
HBT
8
Hills Bank & Trust
Iowa
$5.78M +$680K +28,842 +13%
SF
9
Summit Financial
New Jersey
$5.1M +$32K +1,356 +0.6%
KCM
10
Kathmere Capital Management
Pennsylvania
$4.93M -$479K -20,311 -9%
NA
11
NewEdge Advisors
Louisiana
$4.86M +$595K +25,220 +14%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$4.62M -$2.17K -92 -0%
CVA
13
Central Valley Advisors
California
$4.07M -$317K -13,447 -7%
PWP
14
Precedent Wealth Partners
Texas
$3.93M +$235K +9,956 +6%
CCW
15
Coastline Complete Wealth
South Carolina
$3.9M +$2.24M +95,112 +133%
Wells Fargo
16
Wells Fargo
California
$3.9M -$184K -7,795 -4%
MA
17
MONECO Advisors
Connecticut
$3.71M +$489K +20,726 +15%
IWC
18
Integrated Wealth Concepts
Massachusetts
$3.65M +$345K +14,644 +10%
AUB
19
Atlantic Union Bankshares
Virginia
$3.44M +$234K +9,946 +7%
KFI
20
Key Financial Inc
Pennsylvania
$3.43M -$1.44M -61,155 -29%
FSAG
21
Financial Solutions Advisory Group
Illinois
$3.24M +$3.26M +138,381 New
HighTower Advisors
22
HighTower Advisors
Illinois
$3.03M +$296K +12,566 +11%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$3.01M +$124K +5,250 +4%
Osaic Holdings
24
Osaic Holdings
Arizona
$2.69M +$287K +12,160 +12%
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
$2.67M +$2.09M +88,589 +347%