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

Top Sellers

1
ACA
1
Aptus Capital Advisors
Alabama
$16.6M
2
SEEDPG
2
S.E.E.D. Planning Group
New York
$3.17M
3
Bank of America
3
Bank of America
North Carolina
$103M
4
Ameriprise
4
Ameriprise
Minnesota
$41.4M
5
WIM
5
Waycross Investment Management
Washington
$578K
Name Holding Trade Value Shares
Change 		Shares
Change %
CI
351
Cordant Inc
Oregon
$348 +$348 +17 New
BNP Paribas Financial Markets
352
BNP Paribas Financial Markets
France
$245 +$245 +12 New
SF
353
Synovus Financial
Georgia
– -$1.74M -86,585 Closed
CPRC
354
Consolidated Portfolio Review Corp
New York
– -$1.61M -80,195 Closed
3LCM
355
3D/L Capital Management
Connecticut
– -$1.25M -62,277 Closed
Mercer Global Advisors
356
Mercer Global Advisors
Colorado
– -$1.12M -55,684 Closed
TLFA
357
True Link Financial Advisors
California
– -$685K -34,086 Closed
Envestnet Portfolio Solutions
358
Envestnet Portfolio Solutions
Illinois
– -$328K -16,318 Closed
AWM
359
Axxcess Wealth Management
California
– -$317K -15,745 Closed
OMC
360
Old Mission Capital
Illinois
– -$302K -15,023 Closed
ACM
361
Absolute Capital Management
Pennsylvania
– -$301K -14,956 Closed
RS
362
Retirement Solution
Washington
– -$259K -12,872 Closed
RIG
363
Ramiah Investment Group
Wisconsin
– -$249K -12,369 Closed
WWA
364
WCG Wealth Advisors
Nevada
– -$240K -11,950 Closed
HT
365
Heritage Trust
Oklahoma
– -$229K -11,399 Closed
LWA
366
Lineweaver Wealth Advisors
Ohio
– -$221K -10,978 Closed
CFB
367
Cullen/Frost Bankers
Texas
– -$117K -5,820 Closed
CSPIA
368
Cary Street Partners Investment Advisory
Virginia
– -$89.6K -4,453 Closed
CIA
369
Cape Investment Advisory
Georgia
– -$56.3K -2,800 Closed
Legacy Financial Group (Iowa)
370
Legacy Financial Group (Iowa)
Iowa
– -$44.1K -2,195 Closed
NIC
371
Northwest Investment Counselors
Oregon
– -$42.8K -2,129 Closed
SSWM
372
Sheets Smith Wealth Management
North Carolina
– -$36.3K -1,804 Closed
HFS
373
Hantz Financial Services
Michigan
– -$4K -179 Closed
LTI
374
Laffer Tengler Investments
Tennessee
– -$3.46K -172 Closed
CPG
375
Cornerstone Planning Group
New Jersey
– -$865 -43 Closed
11 12 13 14
15