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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 %
Cetera Investment Advisers
51
Cetera Investment Advisers
Illinois
$9.07M 438,558 +50,766 +13%
HCM
52
Hengehold Capital Management
Ohio
$9.05M 437,767 -8,440 -2%
GB
53
Goepper Burkhardt
South Carolina
$8.76M 423,485 -17,005 -4%
SRC
54
Shufro Rose & Co
New York
$8.54M 413,094 -4,517 -1%
IF
55
Ironwood Financial
Arizona
$8.07M 390,308 – –
Thrivent Financial for Lutherans
56
Thrivent Financial for Lutherans
Minnesota
$7.35M 355,530 +136,678 +62%
LF
57
Lantz Financial
Illinois
$7.32M 354,080 +14,857 +4%
AF
58
Allworth Financial
California
$7.32M 353,752 -12,733 -3%
IWC
59
Integrated Wealth Concepts
Massachusetts
$7.26M 351,084 -34,322 -9%
SS
60
Sound Stewardship
Kansas
$7.11M 343,672 +2,621 +0.8%
Jones Financial Companies
61
Jones Financial Companies
Missouri
$7.07M 341,869 +28,379 +9%
MOS
62
MGO One Seven
Ohio
$6.88M 332,732 +17,367 +6%
PAG
63
Private Advisor Group
New Jersey
$6.86M 331,790 -94,566 -22%
KCM
64
Kaye Capital Management
California
$6.76M 326,771 -267,792 -45%
MWM
65
Modern Wealth Management
Kansas
$6.76M 326,771 +326,771 New
SPWM
66
Straight Path Wealth Management
Michigan
$6.73M 325,446 -12,019 -4%
MC
67
McCarthy & Cox
Ohio
$6.42M 310,640 +7,072 +2%
MWM
68
Marietta Wealth Management
Georgia
$6.27M 303,166 +3,041 +1%
MAM
69
Milestone Asset Management
Pennsylvania
$6.21M 300,089 +5,941 +2%
TC
70
TFR Capital
Texas
$6.19M 299,375 +11,722 +4%
Carson Wealth (CWM LLC)
71
Carson Wealth (CWM LLC)
Nebraska
$5.81M 280,990 +3,621 +1%
EWA
72
EP Wealth Advisors
California
$5.42M 262,060 -7,651 -3%
Wealth Enhancement Advisory Services
73
Wealth Enhancement Advisory Services
Minnesota
$5.24M 252,986 -15,937 -6%
ACM
74
AlphaStar Capital Management
North Carolina
$5.2M 251,558 +21,632 +9%
GWM
75
Geneos Wealth Management
Colorado
$5.03M 243,006 -87,225 -26%
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