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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 %
EWA
276
EP Wealth Advisors
California
$303K
RWA
277
Redhawk Wealth Advisors
Minnesota
$301K -$108K -5,304 -26%
DFG
278
Delta Financial Group
New Jersey
$298K +$31.8K +1,557 +12%
IBOK
279
Independence Bank of Kentucky
Kentucky
$296K +$63.3K +3,098 +27%
HWAM
280
Hennion & Walsh Asset Management
New Jersey
$296K -$49.3K -2,413 -14%
VA
281
Valmark Advisers
Ohio
$291K
WHCI
282
W.H. Cornerstone Investments
Massachusetts
$286K -$319K -15,597 -53%
FIA
283
Foundations Investment Advisors
Arizona
$284K +$284K +13,894 New
ORC
284
O'Rourke & Company
Massachusetts
$283K +$777 +38 +0.3%
FWA
285
FOCUS Wealth Advisors
Texas
$277K
UCFA
286
United Capital Financial Advisors
Texas
$270K +$270K +13,224 New
WI
287
Wintrust Investments
Illinois
$268K +$1.92K +94 +0.7%
CCG
288
Coastwise Capital Group
California
$268K -$16.5K -806 -6%
CAM
289
Cozad Asset Management
Illinois
$266K
OIA
290
Optimum Investment Advisors
Illinois
$263K +$164K +8,050 +167%
HI
291
Harbour Investments
Wisconsin
$255K +$2.39K +117 +0.9%
BMM
292
Berkshire Money Management
Massachusetts
$253K +$253K +12,403 New
FCI
293
Financial Counselors Inc
Kansas
$249K
CW
294
CreativeOne Wealth
Kansas
$249K +$249K +12,191 New
PNC Financial Services Group
295
PNC Financial Services Group
Pennsylvania
$247K +$138K +6,758 +126%
SEIA
296
Signature Estate & Investment Advisors
California
$246K -$2.27K -111 -0.9%
MFP
297
Meridian Financial Partners
Virginia
$239K
SFG
298
Sterling Financial Group
California
$236K -$82K -4,013 -26%
GM
299
GeoWealth Management
Illinois
$235K +$235K +11,491 New
PTC
300
Private Trust Company
Ohio
$232K +$11.5K +562 +5%