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Invesco BulletShares 2025 Corporate Bond ETF

380 hedge funds and large institutions have $2.78B invested in Invesco BulletShares 2025 Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 143 increasing their positions, 162 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
380
Holders Change
-11
Holders Change %
-2.81%
% of All Funds
5.16%
Holding in Top 10
27
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-12.9%
% of All Funds
0.37%
New
25
Increased
143
Reduced
162
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BA
226
Ballew Advisors
Mississippi
$742K -$116K -5,587 -13%
RIS
227
Richmond Investment Services
Wisconsin
$736K +$15.7K +759 +2%
WDL
228
Well Done LLC
Michigan
$736K +$110K +5,337 +18%
CWM
229
Congress Wealth Management
Massachusetts
$725K +$725K +35,066 New
4FG
230
4Thought Financial Group
New York
$717K -$26.5K -1,282 -4%
IWP
231
Insight Wealth Partners
Texas
$716K -$6.08K -294 -0.8%
AWA
232
Arkadios Wealth Advisors
Georgia
$712K +$229K +11,058 +47%
CAC
233
Certified Advisory Corp
Florida
$710K -$106K -5,149 -13%
FIA
234
Foundations Investment Advisors
Arizona
$701K -$66K -3,192 -9%
WWA
235
Wingate Wealth Advisors
Massachusetts
$696K +$149K +7,195 +27%
BNP Paribas Financial Markets
236
BNP Paribas Financial Markets
France
$695K -$521K -25,181 -43%
OPTFSNA
237
Old Point Trust & Financial Services N A
Virginia
$686K -$35.2K -1,700 -5%
ASN
238
Advisory Services Network
Georgia
$675K +$56.1K +2,715 +9%
KIG
239
Kessler Investment Group
Indiana
$659K +$118K +5,726 +22%
MPW
240
Monterey Private Wealth
California
$631K +$198K +9,589 +46%
BPA
241
Beacon Pointe Advisors
California
$624K -$13.6K -657 -2%
GFPC
242
Global Financial Private Client
Florida
$598K -$9.89K -478 -2%
NF
243
Nikulski Financial
Iowa
$598K -$36.1K -1,746 -6%
GCA
244
Genesee Capital Advisors
New York
$580K +$5.83K +282 +1%
AIFAIM
245
American Institute for Advanced Investment Management
Arizona
$580K -$20.7K -1,000 -3%
WA
246
Waverly Advisors
Alabama
$559K -$2.88K -139 -0.5%
NRI
247
NFP Retirement Inc
California
$557K +$30.9K +1,495 +6%
BFS
248
BridgePort Financial Solutions
Iowa
$557K +$1.14K +55 +0.2%
SM
249
Sensible Money
Arizona
$551K +$641 +31 +0.1%
OP
250
ORG Partners
Indiana
$546K +$27.6K +1,335 +5%