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Invesco BulletShares 2025 Corporate Bond ETF
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Overview Fund Activity

375 hedge funds and large institutions have $1.95B invested in Invesco BulletShares 2025 Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 105 increasing their positions, 190 reducing their positions, and 30 closing their positions.

Holders
375
Holders Change
-5
Holders Change %
-1.32%
% of All Funds
5.04%
Holding in Top 10
17
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-37.04%
% of All Funds
0.23%
New
31
Increased
105
Reduced
190
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LWANC
1
Laurel Wealth Advisors (North Carolina)
North Carolina
$112M
2
IAN
2
Integrated Advisors Network
Texas
$15.6M
3
LWL
3
Leo Wealth LLC
Texas
$12.4M
4
BEI
4
Benjamin Edwards Inc
Missouri
$11.5M
5
Invesco
5
Invesco
Georgia
$58.4M

Top Sellers

1
Lido Advisors
1
Lido Advisors
California
$97M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$0
3
SAS
3
SMI Advisory Services
Indiana
$24.7M
4
IWMA
4
Ironwood Wealth Management (Arizona)
Arizona
$295K
5
MFWM
5
Motley Fool Wealth Management
Virginia
$25.5M
Name Market Value Shares Shares
Change 		Shares
Change %
PIWA
326
Prevail Innovative Wealth Advisors
Kansas
$205K 9,898 +9,898 New
SWM
327
SigFig Wealth Management
California
$205K 9,891 -94 -0.9%
CC
328
Courier Capital
New York
$202K 9,770 – –
YIA
329
YHB Investment Advisors
Connecticut
$202K 9,762 -5,655 -37%
MFC
330
Morris Financial Concepts
South Carolina
$200K 9,689 – –
GRP
331
Global Retirement Partners
California
$189K 9,117 +9,117 New
SRCM
332
Signature Resources Capital Management
California
$186K 9,010 +9,010 New
CIAS
333
CBIZ Investment Advisory Services
Ohio
$172K 8,331 -2,201 -21%
PTC
334
Private Trust Company
Ohio
$162K 7,816 -7,000 -47%
AF
335
Advisornet Financial
Minnesota
$157K 7,594 – –
UCB
336
United Community Bank
South Carolina
$120K 5,800 – –
OSAM
337
O'Shaughnessy Asset Management
Connecticut
$119K 5,772 +5,772 New
IA
338
IFP Advisors
Florida
$103K 5,000 -1,000 -17%
AAS
339
Ameritas Advisory Services
Nebraska
$98.6K 4,770 +4,770 New
AIC
340
Archer Investment Corporation
Indiana
$84.8K 4,099 – –
RWM
341
Rialto Wealth Management
New York
$77.9K 3,769 -220 -6%
MAM
342
Marquette Asset Management
Minnesota
$70K 3,383 – –
SVWA
343
Sarver Vrooman Wealth Advisors
Missouri
$60K 2,902 – –
T
344
Tidemark
California
$53.6K 2,593 -436 -14%
CIAS
345
Capital Investment Advisory Services
North Carolina
$45.5K 2,200 – –
CFD
346
Creative Financial Designs
Indiana
$44.8K 2,164 +23 +1%
MHR
347
Matthew Hamilton Rosenberg
$41.4K 2,000 – –
GC
348
Garde Capital
Washington
$40.9K 1,980 – –
AWM
349
Angeles Wealth Management
California
$38.5K 1,863 +1,863 New
CSPIA
350
Cary Street Partners Investment Advisory
Virginia
$37.6K 1,820 – –
12 13
14
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