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Invesco BulletShares 2025 Corporate Bond ETF
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Overview Fund Activity

375 hedge funds and large institutions have $1.95B invested in Invesco BulletShares 2025 Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 105 increasing their positions, 190 reducing their positions, and 30 closing their positions.

Holders
375
Holders Change
-5
Holders Change %
-1.32%
% of All Funds
5.04%
Holding in Top 10
17
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-37.04%
% of All Funds
0.23%
New
31
Increased
105
Reduced
190
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LWANC
1
Laurel Wealth Advisors (North Carolina)
North Carolina
$112M
2
IAN
2
Integrated Advisors Network
Texas
$15.6M
3
LWL
3
Leo Wealth LLC
Texas
$12.4M
4
BEI
4
Benjamin Edwards Inc
Missouri
$11.5M
5
Invesco
5
Invesco
Georgia
$58.4M

Top Sellers

1
Lido Advisors
1
Lido Advisors
California
$97M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$0
3
SAS
3
SMI Advisory Services
Indiana
$24.7M
4
IWMA
4
Ironwood Wealth Management (Arizona)
Arizona
$295K
5
MFWM
5
Motley Fool Wealth Management
Virginia
$25.5M
Name Market Value Shares Shares
Change 		Shares
Change %
OPTFSNA
226
Old Point Trust & Financial Services N A
Virginia
$650K 31,455 -1,700 -5%
SCA
227
Strathmore Capital Advisors
North Carolina
$649K 31,330 +31,330 New
BPA
228
Beacon Pointe Advisors
California
$646K 31,257 +1,086 +4%
XPN
229
XY Planning Network
Montana
$638K 30,856 +30,856 New
RBWA
230
RFG - Bristol Wealth Advisors
Massachusetts
$633K 30,601 +17,634 +136%
MIFH
231
Migdal Insurance & Financial Holdings
Israel
$626K 30,262 -23,467 -44%
EB
232
Eastern Bank
Massachusetts
$626K 30,260 -75,508 -71%
GFPC
233
Global Financial Private Client
Florida
$620K 29,995 +1,056 +4%
VWWMG
234
Vermillion & White Wealth Management Group
Pennsylvania
$599K 28,976 -11,272 -28%
AIFAIM
235
American Institute for Advanced Investment Management
Arizona
$599K 28,968 +923 +3%
HIP
236
HUB Investment Partners
Texas
$590K 28,524 -32,965 -54%
SPIA
237
Steward Partners Investment Advisory
New York
$585K 28,310 -12,228 -30%
PCP
238
Proficio Capital Partners
Massachusetts
$584K 28,231 -18,097 -39%
NWAG
239
Net Worth Advisory Group
Utah
$580K 28,052 +12,981 +86%
ASN
240
Advisory Services Network
Georgia
$576K 27,857 -4,764 -15%
FTUS
241
Flow Traders U.S.
New York
$563K 27,248 -29,996 -52%
BFS
242
BridgePort Financial Solutions
Iowa
$560K 27,095 +173 +0.6%
NRI
243
NFP Retirement Inc
California
$557K 26,929 – –
GCA
244
Genesee Capital Advisors
New York
$554K 26,795 -1,263 -5%
SM
245
Sensible Money
Arizona
$552K 26,668 +20 +0.1%
WDL
246
Well Done LLC
Michigan
$549K 26,552 -9,097 -26%
SJL
247
Shayne & Jacobs LLC
Tennessee
$544K 26,325 – –
WA
248
Waverly Advisors
Alabama
$538K 26,016 -1,011 -4%
NF
249
Nikulski Financial
Iowa
$532K 25,731 -3,193 -11%
CIBC World Market
250
CIBC World Market
Ontario, Canada
$532K 25,725 +100 +0.4%
8 9
10
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