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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 %
BAM
301
Belpointe Asset Management
Nevada
$287K +$19.7K +953 +7%
OC
302
Optima Capital
Oregon
$285K +$786 +38 +0.3%
FWA
303
FOCUS Wealth Advisors
Texas
$281K
CCG
304
Coastwise Capital Group
California
$280K +$1.76K +85 +0.6%
SIC
305
Sigma Investment Counselors
Michigan
$278K -$32.6K -1,575 -10%
SWM
306
Schwallier Wealth Management
Michigan
$273K +$273K +13,191 New
RBWA
307
RFG - Bristol Wealth Advisors
Massachusetts
$268K +$268K +12,967 New
KWM
308
Kaydan Wealth Management
Michigan
$264K -$20.2K -977 -7%
GEA
309
Glen Eagle Advisors
New Jersey
$261K
RA
310
RFG Advisory
Alabama
$257K
BMM
311
Berkshire Money Management
Massachusetts
$256K
PMG
312
ProVise Management Group
Florida
$256K -$2.13M -102,850 -89%
RFWA
313
RPg Family Wealth Advisory
Massachusetts
$255K -$38.7K -1,873 -13%
RWP
314
Revolve Wealth Partners
New Jersey
$252K
IC
315
IEQ Capital
California
$251K +$251K +12,147 New
CL
316
Choreo LLC
Illinois
$250K -$4.12K -199 -2%
SEIA
317
Signature Estate & Investment Advisors
California
$249K
FHA
318
First Horizon Advisors
Tennessee
$247K -$86.2K -4,167 -26%
WCM
319
Whitener Capital Management
North Carolina
$242K -$20.8K -1,008 -8%
FCI
320
Financial Counselors Inc
Kansas
$233K
AWE
321
Avidian Wealth Enterprises
Texas
$232K -$7.45K -360 -3%
WAOI
322
Wealth Advisors of Iowa
Iowa
$231K +$231K +11,174 New
FDW
323
Fourth Dimension Wealth
Ohio
$228K -$15.3K -739 -6%
Cerity Partners
324
Cerity Partners
New York
$219K -$10.6K -511 -5%
CIAS
325
CBIZ Investment Advisory Services
Ohio
$218K +$807 +39 +0.4%