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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 %
R
76
Rebalance
California
$5.6M +$738K +36,086 +15%
WP
77
WealthSource Partners
California
$5.55M +$2.11M +103,224 +61%
TC
78
Trilogy Capital
California
$5.51M -$105K -5,126 -2%
SPWM
79
Straight Path Wealth Management
Michigan
$5.39M +$373K +18,243 +7%
Carson Wealth (CWM LLC)
80
Carson Wealth (CWM LLC)
Nebraska
$5.34M -$389K -19,029 -7%
MWM
81
Marietta Wealth Management
Georgia
$5.27M -$112K -5,452 -2%
CAM
82
Clark Asset Management
New Hampshire
$5.03M +$894K +43,696 +22%
GI
83
Gradient Investments
Minnesota
$4.93M +$3.46M +169,018 +235%
LC
84
Legacy CG
Texas
$4.85M +$691K +33,804 +17%
CAC
85
Certified Advisory Corp
Florida
$4.83M -$326K -15,939 -6%
NA
86
NewEdge Advisors
Louisiana
$4.64M +$12.5K +609 +0.3%
AAS
87
Avantax Advisory Services
Texas
$4.45M -$442K -21,627 -9%
MCB
88
Morton Community Bank
Illinois
$4.33M +$4.33M +211,476 New
WB
89
Webster Bank
Connecticut
$4.31M +$599K +29,260 +16%
ECM
90
Exchange Capital Management
Michigan
$4.29M +$267K +13,036 +7%
HWM
91
Horizons Wealth Management
North Carolina
$4.2M +$154K +7,548 +4%
Susquehanna International Group
92
Susquehanna International Group
Pennsylvania
$4.05M +$4.05M +197,954 New
PMG
93
ProVise Management Group
Florida
$3.98M -$95K -4,646 -2%
BFG
94
Beacon Financial Group
Texas
$3.85M -$491K -24,003 -11%
MIFH
95
Migdal Insurance & Financial Holdings
Israel
$3.8M +$680K +33,260 +22%
TFA
96
TPG Financial Advisors
Oregon
$3.75M +$23.2K +1,137 +0.6%
SFS
97
Solitude Financial Services
Virginia
$3.69M -$118K -5,768 -3%
CGFA
98
Colton Groome Financial Advisors
North Carolina
$3.51M +$291K +14,206 +9%
ES
99
ETF Store
Kansas
$3.49M +$193K +9,449 +6%
Baird Financial Group
100
Baird Financial Group
Wisconsin
$3.44M -$805K -39,368 -19%
2 3
4
5 6