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Invesco BulletShares 2025 Corporate Bond ETF

354 hedge funds and large institutions have $3B invested in Invesco BulletShares 2025 Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 186 increasing their positions, 84 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
354
Holders Change
+3
Holders Change %
+0.85%
% of All Funds
5.13%
Holding in Top 10
29
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.41%
% of All Funds
0.42%
New
33
Increased
186
Reduced
84
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SJL
226
Shayne & Jacobs LLC
Tennessee
$548K
HGERS
227
Householder Group Estate & Retirement Specialist
Arizona
$545K +$5.97K +292 +1%
RC
228
Roundview Capital
New Jersey
$521K
KPWS
229
Kestra Private Wealth Services
Texas
$511K +$145K +7,087 +40%
NRI
230
NFP Retirement Inc
California
$510K +$510K +24,956 New
GFPC
231
Global Financial Private Client
Florida
$509K +$2.7K +132 +0.5%
FIM
232
Freedom Investment Management
Connecticut
$500K -$1.26M -61,476 -72%
Squarepoint
233
Squarepoint
New York
$499K -$365K -17,846 -42%
LC
234
Legacy CG
Texas
$498K -$4.35M -212,875 -90%
AWA
235
Arete Wealth Advisors
Illinois
$490K +$490K +23,989 New
T
236
Tidemark
California
$488K -$916K -44,816 -65%
VNA
237
Valley National Advisers
Pennsylvania
$486K -$354K -17,378 -42%
CIA
238
Capital Investment Advisors
Georgia
$484K -$39.6K -1,940 -8%
CFS
239
CRA Financial Services
New Jersey
$464K +$464K +22,710 New
SIC
240
Sigma Investment Counselors
Michigan
$454K -$45.9K -2,245 -9%
CTA
241
Chesley Taft & Associates
Illinois
$450K
PS
242
Principal Securities
Iowa
$441K +$56K +2,741 +15%
Fifth Third Bancorp
243
Fifth Third Bancorp
Ohio
$439K +$71.3K +3,490 +19%
SWP
244
Summit Wealth Partners
Florida
$439K
RWP
245
Revolve Wealth Partners
New Jersey
$439K
DWA
246
Divergent Wealth Advisors
Utah
$434K
CP
247
Castleview Partners
Texas
$431K +$107K +5,233 +33%
NFG
248
Nations Financial Group
Iowa
$419K +$10.3K +502 +3%
MFIM
249
Mesirow Financial Investment Management
Illinois
$412K +$10.1K +492 +3%
JWCA
250
J.W. Cole Advisors
Florida
$409K +$26.4K +1,290 +7%