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Invesco BulletShares 2025 Corporate Bond ETF
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Overview Fund Activity

377 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, 106 increasing their positions, 190 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
377
Holders Change
-3
Holders Change %
-0.79%
% of All Funds
5.06%
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
106
Reduced
190
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

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

Top Sellers

1
Lido Advisors
Lido Advisors
California
$97M
2
Renaissance Technologies
Renaissance Technologies
New York
$0
3
SAS
SMI Advisory Services
Indiana
$24.7M
4
IWMA
Ironwood Wealth Management (Arizona)
Arizona
$295K
5
MFWM
Motley Fool Wealth Management
Virginia
$25.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Vontobel Holding
326
Vontobel Holding
Switzerland
$207K – – –
PIWA
327
Prevail Innovative Wealth Advisors
Kansas
$205K +$205K +9,898 New
SWM
328
SigFig Wealth Management
California
$205K -$1.95K -94 -0.9%
CC
329
Courier Capital
New York
$202K – – –
YIA
330
YHB Investment Advisors
Connecticut
$202K -$117K -5,655 -37%
MFC
331
Morris Financial Concepts
South Carolina
$200K – – –
GRP
332
Global Retirement Partners
California
$189K +$189K +9,117 New
SRCM
333
Signature Resources Capital Management
California
$186K +$186K +9,010 New
CIAS
334
CBIZ Investment Advisory Services
Ohio
$172K -$45.5K -2,201 -21%
PTC
335
Private Trust Company
Ohio
$162K -$145K -7,000 -47%
AF
336
Advisornet Financial
Minnesota
$157K – – –
UCB
337
United Community Bank
South Carolina
$120K – – –
OSAM
338
O'Shaughnessy Asset Management
Connecticut
$119K +$119K +5,772 New
IA
339
IFP Advisors
Florida
$103K -$20.7K -1,000 -17%
AAS
340
Ameritas Advisory Services
Nebraska
$98.6K +$98.6K +4,770 New
CIBC Private Wealth Group
341
CIBC Private Wealth Group
Georgia
$88K – – –
AIC
342
Archer Investment Corporation
Indiana
$84.8K – – –
RWM
343
Rialto Wealth Management
New York
$77.9K -$4.55K -220 -6%
MAM
344
Marquette Asset Management
Minnesota
$70K – – –
SVWA
345
Sarver Vrooman Wealth Advisors
Missouri
$60K – – –
T
346
Tidemark
California
$53.6K -$9.02K -436 -14%
CIAS
347
Capital Investment Advisory Services
North Carolina
$45.5K – – –
CFD
348
Creative Financial Designs
Indiana
$44.8K +$476 +23 +1%
MHR
349
Matthew Hamilton Rosenberg
$41.4K – – –
GC
350
Garde Capital
Washington
$40.9K – – –
12 13
14
15 16