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Invesco BulletShares 2025 Corporate Bond ETF

163 hedge funds and large institutions have $612M invested in Invesco BulletShares 2025 Corporate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 84 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
163
Holders Change
+30
Holders Change %
+22.56%
% of All Funds
2.89%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.11%
New
38
Increased
84
Reduced
19
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Legacy Financial Group (Iowa)
101
Legacy Financial Group (Iowa)
Iowa
$375K +$375K +16,567 New
KWM
102
Kingsview Wealth Management
Oregon
$373K +$108K +4,758 +41%
FFIC
103
First Fiduciary Investment Counsel
Ohio
$352K +$246K +10,900 +233%
SFS
104
Solitude Financial Services
Virginia
$351K +$351K +15,500 New
FCA
105
FinTrust Capital Advisors
South Carolina
$346K +$23 +1 +0%
FNWM
106
Financial Network Wealth Management
Utah
$343K +$343K +15,162 New
LWA
107
Lineweaver Wealth Advisors
Ohio
$341K +$12.6K +558 +4%
ISB
108
Iowa State Bank
Iowa
$336K +$27.1K +1,195 +9%
DC
109
Davenport & Co
Virginia
$335K
CA
110
Cetera Advisors
Colorado
$324K +$272 +12 +0.1%
CCM
111
Cribstone Capital Management
Maine
$305K +$305K +13,476 New
NCG
112
Newport Capital Group
New Jersey
$294K +$294K +13,001 New
CCC
113
Crescent Capital Consulting
Louisiana
$289K +$289K +12,773 New
FFN
114
Focus Financial Network
Minnesota
$286K +$1.54K +68 +0.5%
RFWA
115
RPg Family Wealth Advisory
Massachusetts
$283K
TWM
116
Tradition Wealth Management
Minnesota
$272K +$272K +12,000 New
Comerica Bank
117
Comerica Bank
Texas
$266K
SCA
118
Snowden Capital Advisors
New York
$252K +$252K +11,150 New
VNA
119
Valley National Advisers
Pennsylvania
$238K +$213K +9,397 +845%
RJT
120
Raymond James Trust
Florida
$234K +$17.1K +759 +8%
RW
121
Rede Wealth
Virginia
$233K +$233K +10,289 New
IWP
122
Insight Wealth Partners
Texas
$233K +$233K +10,300 New
Bank of New York Mellon
123
Bank of New York Mellon
New York
$231K +$231K +10,212 New
Lido Advisors
124
Lido Advisors
California
$224K +$224K +9,907 New
GI
125
Gradient Investments
Minnesota
$219K