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Invesco BulletShares 2025 Corporate Bond ETF
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Overview Fund Activity

351 hedge funds and large institutions have $2.91B invested in Invesco BulletShares 2025 Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 154 increasing their positions, 107 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
351
Holders Change
+28
Holders Change %
+8.67%
% of All Funds
5.15%
Holding in Top 10
27
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.85%
% of All Funds
0.4%
New
54
Increased
154
Reduced
107
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Lido Advisors
Lido Advisors
California
$949M
2
Morgan Stanley
Morgan Stanley
New York
$227M
3
UBS Group
UBS Group
Switzerland
$73.2M
4
LPL Financial
LPL Financial
California
$103M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$27M

Top Sellers

1
ACA
Aptus Capital Advisors
Alabama
$16.6M
2
SEEDPG
S.E.E.D. Planning Group
New York
$3.17M
3
Bank of America
Bank of America
North Carolina
$103M
4
Ameriprise
Ameriprise
Minnesota
$41.4M
5
WIM
Waycross Investment Management
Washington
$578K
Name Holding Trade Value Shares
Change 		Shares
Change %
WIM
226
Waycross Investment Management
Washington
$578K -$4.3M -210,361 -88%
Rockefeller Capital Management
227
Rockefeller Capital Management
New York
$553K +$553K +27,014 New
SJL
228
Shayne & Jacobs LLC
Tennessee
$548K – – –
HGERS
229
Householder Group Estate & Retirement Specialist
Arizona
$540K +$34.8K +1,702 +7%
AWM
230
AE Wealth Management
Kansas
$540K -$172K -8,418 -24%
AIFAIM
231
American Institute for Advanced Investment Management
Arizona
$527K +$30.7K +1,500 +6%
CIA
232
Capital Investment Advisors
Georgia
$524K -$22.2K -1,083 -4%
RC
233
Roundview Capital
New Jersey
$521K – – –
KFI
234
Key Financial Inc
Pennsylvania
$517K +$229K +11,175 +79%
GFPC
235
Global Financial Private Client
Florida
$507K -$89.8K -4,389 -15%
SIC
236
Sigma Investment Counselors
Michigan
$501K +$501K +24,470 New
FFN
237
Focus Financial Network
Minnesota
$500K +$88.9K +4,345 +22%
WFC
238
Western Financial Corp
California
$472K -$112K -5,482 -19%
KeyBank National Association
239
KeyBank National Association
Ohio
$455K +$455K +22,260 New
CTA
240
Chesley Taft & Associates
Illinois
$451K +$17.3K +847 +4%
KWM
241
Kingsview Wealth Management
Oregon
$450K -$6.2K -303 -1%
AFG
242
Atomi Financial Group
New York
$449K +$101K +4,921 +29%
SWP
243
Summit Wealth Partners
Florida
$439K – – –
RWP
244
Revolve Wealth Partners
New Jersey
$439K – – –
CA
245
Claro Advisors
Massachusetts
$437K +$437K +21,355 New
DWA
246
Divergent Wealth Advisors
Utah
$434K +$50.1K +2,450 +13%
TCA
247
Transcend Capital Advisors
New Jersey
$425K +$30.5K +1,490 +8%
RWA
248
Redhawk Wealth Advisors
Minnesota
$410K +$410K +20,036 New
NFG
249
Nations Financial Group
Iowa
$409K +$25.8K +1,259 +7%
MFIM
250
Mesirow Financial Investment Management
Illinois
$402K +$402K +19,661 New
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