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Invesco BulletShares 2025 Corporate Bond ETF
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Overview Fund Activity

354 hedge funds and large institutions have $3B invested in Invesco BulletShares 2025 Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 186 increasing their positions, 84 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
354
Holders Change
+3
Holders Change %
+0.85%
% of All Funds
5.13%
Holding in Top 10
29
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.41%
% of All Funds
0.42%
New
33
Increased
186
Reduced
84
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$180M
2
Bank of America
2
Bank of America
North Carolina
$135M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$22.3M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$18.8M
5
Wells Fargo
5
Wells Fargo
California
$99.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$119M
2
Lido Advisors
2
Lido Advisors
California
$947M
3
Jane Street
3
Jane Street
New York
$20.4M
4
CIM
4
Confluence Investment Management
Missouri
$0
5
LPL Financial
5
LPL Financial
California
$97.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
76
Clark Asset Management
New Hampshire
$5.86M +$829K +40,577 +16%
MWM
77
Marietta Wealth Management
Georgia
$5.79M +$524K +25,671 +10%
SPWM
78
Straight Path Wealth Management
Michigan
$5.71M +$321K +15,695 +6%
SFS
79
Solitude Financial Services
Virginia
$5.67M +$1.98M +97,125 +54%
Carson Wealth (CWM LLC)
80
Carson Wealth (CWM LLC)
Nebraska
$5.46M +$127K +6,237 +2%
WB
81
Webster Bank
Connecticut
$5.27M +$966K +47,285 +22%
SCA
82
Stonebridge Capital Advisors
Minnesota
$5.19M -$3.05M -149,306 -37%
SPC
83
Sigma Planning Corp
Michigan
$5.07M +$3.12M +152,803 +160%
AAS
84
Avantax Advisory Services
Texas
$4.97M +$522K +25,564 +12%
NA
85
NewEdge Advisors
Louisiana
$4.87M +$238K +11,639 +5%
TC
86
Trilogy Capital
California
$4.85M -$655K -32,076 -12%
Cetera Investment Advisers
87
Cetera Investment Advisers
Illinois
$4.78M +$4.49M +219,722 +1,531%
MCB
88
Morton Community Bank
Illinois
$4.75M +$426K +20,835 +10%
GI
89
Gradient Investments
Minnesota
$4.69M -$237K -11,612 -5%
ECM
90
Exchange Capital Management
Michigan
$4.44M +$149K +7,299 +3%
BFG
91
Beacon Financial Group
Texas
$4.39M +$552K +27,019 +14%
HWM
92
Horizons Wealth Management
North Carolina
$4.2M – – –
LWA
93
Ledgewood Wealth Advisors
New Hampshire
$3.89M +$599K +29,317 +18%
PMG
94
ProVise Management Group
Florida
$3.88M -$88.9K -4,350 -2%
CGFA
95
Colton Groome Financial Advisors
North Carolina
$3.88M +$374K +18,301 +11%
MA
96
Montag & Associates
Georgia
$3.76M +$497K +24,346 +15%
Mercer Global Advisors
97
Mercer Global Advisors
Colorado
$3.68M +$3.68M +180,169 New
SLFPAM
98
St. Louis Financial Planners Asset Management
Missouri
$3.6M +$214K +10,455 +6%
SFA
99
Souders Financial Advisors
Ohio
$3.56M +$141K +6,897 +4%
KF
100
Krilogy Financial
Missouri
$3.46M +$146K +7,151 +4%
2 3
4
5 6