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Invesco BulletShares 2025 Corporate Bond ETF
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Overview Fund Activity

351 hedge funds and large institutions have $2.91B invested in Invesco BulletShares 2025 Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 154 increasing their positions, 107 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
351
Holders Change
+28
Holders Change %
+8.67%
% of All Funds
5.15%
Holding in Top 10
27
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.85%
% of All Funds
0.4%
New
54
Increased
154
Reduced
107
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Lido Advisors
Lido Advisors
California
$949M
2
Morgan Stanley
Morgan Stanley
New York
$227M
3
UBS Group
UBS Group
Switzerland
$73.2M
4
LPL Financial
LPL Financial
California
$103M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$27M

Top Sellers

1
ACA
Aptus Capital Advisors
Alabama
$16.6M
2
SEEDPG
S.E.E.D. Planning Group
New York
$3.17M
3
Bank of America
Bank of America
North Carolina
$103M
4
Ameriprise
Ameriprise
Minnesota
$41.4M
5
WIM
Waycross Investment Management
Washington
$578K
Name Holding Trade Value Shares
Change 		Shares
Change %
IPW
326
Impact Partnership Wealth
Georgia
$58.8K -$127K -6,197 -68%
FGAM
327
Financial Gravity Asset Management
Texas
$57.3K +$57.3K +2,800 New
HWA
328
HHM Wealth Advisors
Tennessee
$49.9K – – –
Fidelity Investments
329
Fidelity Investments
Massachusetts
$49.2K +$44.8K +2,189 +1,004%
CIAS
330
Capital Investment Advisory Services
North Carolina
$45K – – –
AAG
331
Armstrong Advisory Group
Massachusetts
$44.9K -$18.7K -913 -29%
MHR
332
Matthew Hamilton Rosenberg
$40.9K – – –
BCA
333
Bray Capital Advisors
Florida
$32.2K – – –
VL
334
Vima LLC
Michigan
$28K +$28K +1,371 New
ST
335
Smithfield Trust
Pennsylvania
$21K -$7.02K -353 -25%
OCM
336
Orion Capital Management
California
$19.2K – – –
GJIA
337
Glass Jacobson Investment Advisors
Maryland
$18.8K – – –
WBC
338
West Branch Capital
Massachusetts
$14.3K – – –
CB
339
Community Bank
New York
$13.6K +$13.6K +665 New
PA
340
PSI Advisors
Florida
$13.3K +$13.3K +650 New
DPW
341
DiNuzzo Private Wealth
Pennsylvania
$12.4K +$12.4K +607 New
MWM
342
Mascoma Wealth Management
New Hampshire
$11.1K – – –
JPMorgan Chase & Co
343
JPMorgan Chase & Co
New York
$10.2K +$10.2K +500 New
BWM
344
BKM Wealth Management
Wisconsin
$9.92K +$9.92K +485 New
BCPWM
345
Bradley & Co Private Wealth Management
Florida
$9.88K – – –
PFBT
346
Parkside Financial Bank & Trust
Missouri
$7.16K -$4.73K -231 -40%
PCM
347
Penserra Capital Management
California
$7K +$7K +363 New
TCM
348
Tradewinds Capital Management
Washington
$2.86K – – –
SIS
349
Sound Income Strategies
Florida
$1.17K – – –
SWM
350
Sugarloaf Wealth Management
Georgia
$384 – – –
11 12 13
14
15