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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 %
AWM
251
Apollon Wealth Management
South Carolina
$399K – – –
YIA
252
YHB Investment Advisors
Connecticut
$389K -$10.3K -505 -3%
PS
253
Principal Securities
Iowa
$385K +$385K +18,823 New
JWCA
254
J.W. Cole Advisors
Florida
$383K -$22.7K -1,109 -6%
CWA
255
Continuum Wealth Advisors
New York
$375K +$375K +18,355 New
SWM
256
Sculati Wealth Management
Michigan
$373K +$78.6K +3,844 +27%
Fifth Third Bancorp
257
Fifth Third Bancorp
Ohio
$368K +$92K +4,500 +33%
KPWS
258
Kestra Private Wealth Services
Texas
$367K +$124K +6,069 +51%
CA
259
CGN Advisors
Kansas
$366K +$74.9K +3,664 +26%
NSG
260
Nalls Sherbakoff Group
Tennessee
$362K +$655 +32 +0.2%
FHA
261
First Horizon Advisors
Tennessee
$359K +$22.5K +1,100 +7%
SCA
262
Snowden Capital Advisors
New York
$358K – – –
RFWA
263
RPg Family Wealth Advisory
Massachusetts
$357K – – –
APS
264
American Planning Services
Florida
$356K +$356K +17,425 New
AWE
265
Avidian Wealth Enterprises
Texas
$351K -$11.9K -583 -3%
FCAS
266
First Command Advisory Services
Texas
$348K +$84.4K +4,125 +32%
HWAM
267
Hennion & Walsh Asset Management
New Jersey
$345K -$119K -5,831 -26%
SM
268
Sensible Money
Arizona
$340K +$4.36K +213 +1%
OP
269
ORG Partners
Indiana
$337K -$7.49K -366 -2%
PIWA
270
Prevail Innovative Wealth Advisors
Kansas
$335K -$26.8K -1,310 -7%
MWA
271
Midland Wealth Advisors
Illinois
$331K +$331K +16,180 New
CP
272
Castleview Partners
Texas
$325K -$24.5K -1,200 -7%
GEA
273
Glen Eagle Advisors
New Jersey
$319K -$7.3K -357 -2%
SFG
274
Sterling Financial Group
California
$319K – – –
FCA
275
FinTrust Capital Advisors
South Carolina
$317K -$10.6K -518 -3%
9 10
11
12 13