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Invesco BulletShares 2025 Corporate Bond ETF

380 hedge funds and large institutions have $1.84B invested in Invesco BulletShares 2025 Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 106 increasing their positions, 191 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

37% less funds holding in top 10

Funds holding in top 10: 2717 (-10)

45% less repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 191

Holders
380
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OC
301
Optima Capital
Oregon
$285K
SF
302
Seek First
California
$281K
FWA
303
FOCUS Wealth Advisors
Texas
$281K
Rockefeller Capital Management
304
Rockefeller Capital Management
New York
$275K
SIC
305
Sigma Investment Counselors
Michigan
$271K
GEA
306
Glen Eagle Advisors
New Jersey
$259K
CA
307
CapWealth Advisors
Tennessee
$259K
BMM
308
Berkshire Money Management
Massachusetts
$256K
RFWA
309
RPg Family Wealth Advisory
Massachusetts
$255K
RWP
310
Revolve Wealth Partners
New Jersey
$252K
IC
311
IEQ Capital
California
$251K
WCM
312
Whitener Capital Management
North Carolina
$250K
MWP
313
Meriwether Wealth & Planning
Louisiana
$250K
SEIA
314
Signature Estate & Investment Advisors
California
$249K
FHA
315
First Horizon Advisors
Tennessee
$241K
KWM
316
Kaydan Wealth Management
Michigan
$238K
TWC
317
TD Waterhouse Canada
Ontario, Canada
$235K
CBT
318
Crews Bank & Trust
Florida
$233K
FFG
319
Foundry Financial Group
New Hampshire
$228K
AWE
320
Avidian Wealth Enterprises
Texas
$228K
AF
321
Alerus Financial
North Dakota
$222K
MT
322
Midwest Trust
Kansas
$219K
AWM
323
Apollon Wealth Management
South Carolina
$217K
GIP
324
Greatmark Investment Partners
Georgia
$217K
WA
325
WESPAC Advisors
California
$215K