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Invesco BulletShares 2025 Corporate Bond ETF
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Overview Fund Activity

391 hedge funds and large institutions have $3.19B invested in Invesco BulletShares 2025 Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 175 increasing their positions, 110 reducing their positions, and 27 closing their positions.

Holders
391
Holders Change
+26
Holders Change %
+7.12%
% of All Funds
5.21%
Holding in Top 10
31
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10.71%
% of All Funds
0.41%
New
61
Increased
175
Reduced
110
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$73.1M
2
MCM
2
MAI Capital Management
Ohio
$55.3M
3
Lido Advisors
3
Lido Advisors
California
$989M
4
IAA
4
Independent Advisor Alliance
North Carolina
$33.6M
5
CP
5
Cornerstone Planning
North Carolina
$22.4M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$58.6M
2
ACA
2
Aptus Capital Advisors
Alabama
$2.07M
3
AWM
3
Avior Wealth Management
Nebraska
$5.19M
4
CPC
4
Cookson Peirce & Co
Pennsylvania
$257K
5
Jane Street
5
Jane Street
New York
$1.56M
Name Market Value Shares Shares
Change 		Shares
Change %
LF
76
Lantz Financial
Illinois
$6.45M 312,289 +47,787 +18%
MAM
77
Milestone Asset Management
Pennsylvania
$6.44M 312,070 +312,070 New
SIA
78
Summit Investment Advisors
Maryland
$6.42M 310,128 +310,128 New
MWM
79
Marietta Wealth Management
Georgia
$6.04M 292,567 +3,653 +1%
Northwestern Mutual Wealth Management
80
Northwestern Mutual Wealth Management
Wisconsin
$5.75M 278,669 -149,799 -35%
Carson Wealth (CWM LLC)
81
Carson Wealth (CWM LLC)
Nebraska
$5.74M 277,955 +8,580 +3%
Wealth Enhancement Advisory Services
82
Wealth Enhancement Advisory Services
Minnesota
$5.69M 275,627 +54,745 +25%
EWA
83
EP Wealth Advisors
California
$5.68M 275,135 +111,363 +68%
BBW
84
Blue Barn Wealth
Utah
$5.63M 272,654 +130,589 +92%
AI
85
Atria Investments
North Carolina
$5.6M 271,268 -62,392 -19%
AWS
86
Atria Wealth Solutions
New York
$5.55M 268,579 -138,373 -34%
DAS
87
Diversify Advisory Services
Utah
$5.5M 265,703 -19,605 -7%
MCB
88
Morton Community Bank
Illinois
$5.32M 257,449 +7,182 +3%
AWM
89
Avior Wealth Management
Nebraska
$5.19M 251,552 -1,489,038 -86%
HWM
90
Howard Wealth Management
Connecticut
$4.86M 235,212 +16,710 +8%
CAPTRUST Financial Advisors
91
CAPTRUST Financial Advisors
North Carolina
$4.71M 228,249 -75,547 -25%
BFG
92
Berger Financial Group
Minnesota
$4.64M 224,775 +24,258 +12%
Mariner
93
Mariner
Kansas
$4.57M 221,126 +1,302 +0.6%
TC
94
Trilogy Capital
California
$4.49M 217,671 +274 +0.1%
AFA
95
AA Financial Advisors
Ohio
$4.33M 209,498 +69,147 +49%
AAS
96
Avantax Advisory Services
Texas
$4.31M 208,700 -32,173 -13%
SFA
97
Souders Financial Advisors
Ohio
$4.21M 203,914 +15,112 +8%
CIC
98
Carnegie Investment Counsel
Ohio
$4.17M 202,077 -69,411 -26%
CFS
99
CRA Financial Services
New Jersey
$4.04M 195,618 +15,778 +9%
TFA
100
TPG Financial Advisors
Oregon
$4M 193,610 +4,068 +2%
2 3
4
5 6