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Invesco BulletShares 2025 Corporate Bond ETF
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Overview Fund Activity

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
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
$180M
2
Bank of America
Bank of America
North Carolina
$135M
3
Renaissance Technologies
Renaissance Technologies
New York
$22.3M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$18.8M
5
Wells Fargo
Wells Fargo
California
$99.8M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$119M
2
Lido Advisors
Lido Advisors
California
$947M
3
Jane Street
Jane Street
New York
$20.4M
4
CIM
Confluence Investment Management
Missouri
$0
5
LPL Financial
LPL Financial
California
$97.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
301
SigFig Wealth Management
California
$231K +$231K +11,284 New
MWA
302
Midland Wealth Advisors
Illinois
$225K -$105K -5,147 -32%
FFG
303
Foundry Financial Group
New Hampshire
$221K – – –
PAS
304
Park Avenue Securities
New York
$220K +$220K +10,779 New
GIP
305
Greatmark Investment Partners
Georgia
$215K – – –
FFS
306
Founders Financial Securities
Maryland
$214K – – –
CIAS
307
CBIZ Investment Advisory Services
Ohio
$212K -$5.99K -293 -3%
LF
308
Lantz Financial
Illinois
$206K +$206K +10,084 New
PFG
309
PAX Financial Group
Texas
$205K +$205K +10,046 New
LA
310
Latitude Advisors
Florida
$205K +$388 +19 +0.2%
DAS
311
Dynamic Advisor Solutions
Arizona
$205K – – –
HT
312
Heritage Trust
Oklahoma
$205K +$205K +10,013 New
WIC
313
Woodmont Investment Counsel
Tennessee
$204K -$680K -33,280 -77%
ISB
314
Iowa State Bank
Iowa
$202K -$45.6K -2,230 -18%
DCM
315
Davis Capital Management
Florida
$168K +$5.5K +269 +3%
PAM
316
Palisade Asset Management
Minnesota
$152K +$152K +7,445 New
PIS
317
POM Investment Strategies
North Carolina
$148K +$148K +7,234 New
IA
318
IFP Advisors
Florida
$138K – – –
AF
319
Advisornet Financial
Minnesota
$132K – – –
FGAM
320
Financial Gravity Asset Management
Texas
$119K +$61.6K +3,015 +108%
GWANC
321
Guardian Wealth Advisors (North Carolina)
North Carolina
$107K -$24.2K -1,183 -18%
WIM
322
Westside Investment Management
California
$99.6K +$99.6K +4,875 New
AF
323
Allworth Financial
California
$99.5K – – –
AIP
324
Ameritas Investment Partners
Nebraska
$85.7K -$27.7K -1,355 -24%
AIC
325
Archer Investment Corporation
Indiana
$83.7K – – –
11 12
13
14 15