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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 %
B
276
Bridgeworth
Alabama
$309K – – –
LWMG
277
Levy Wealth Management Group
Pennsylvania
$305K – – –
EWA
278
EP Wealth Advisors
California
$304K – – –
AWA
279
Arkadios Wealth Advisors
Georgia
$299K +$1.21K +59 +0.4%
Cetera Investment Advisers
280
Cetera Investment Advisers
Illinois
$294K +$294K +14,351 New
KWM
281
Kaydan Wealth Management
Michigan
$293K -$36.2K -1,768 -11%
VA
282
Valmark Advisers
Ohio
$292K +$982 +48 +0.3%
CCG
283
Coastwise Capital Group
California
$285K +$655 +32 +0.2%
KC
284
Kades & Cheifetz
Pennsylvania
$284K +$18.7K +916 +7%
ORC
285
O'Rourke & Company
Massachusetts
$282K +$20.9K +1,022 +8%
FWA
286
FOCUS Wealth Advisors
Texas
$277K – – –
LFG
287
Larson Financial Group
Missouri
$272K +$242K +11,853 +814%
WI
288
Wintrust Investments
Illinois
$267K -$21.1K -1,031 -7%
CAM
289
Cozad Asset Management
Illinois
$266K -$106K -5,200 -29%
DFG
290
Delta Financial Group
New Jersey
$266K +$266K +13,024 New
HI
291
Harbour Investments
Wisconsin
$252K +$2.33K +114 +0.9%
FCI
292
Financial Counselors Inc
Kansas
$250K – – –
SEIA
293
Signature Estate & Investment Advisors
California
$248K +$2.27K +111 +0.9%
ISB
294
Iowa State Bank
Iowa
$247K -$8.41K -411 -3%
MFP
295
Meridian Financial Partners
Virginia
$239K – – –
IBOK
296
Independence Bank of Kentucky
Kentucky
$233K -$11.6K -567 -5%
FFG
297
Foundry Financial Group
New Hampshire
$222K +$222K +10,830 New
PTC
298
Private Trust Company
Ohio
$221K -$20.3K -992 -8%
SFG
299
StrategIQ Financial Group
Indiana
$220K +$220K +10,740 New
FHB
300
First Hawaiian Bank
Hawaii
$219K +$219K +10,717 New
10 11
12
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