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Invesco BulletShares 2025 Corporate Bond ETF

219 hedge funds and large institutions have $816M invested in Invesco BulletShares 2025 Corporate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 96 increasing their positions, 62 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
219
Holders Change
+14
Holders Change %
+6.83%
% of All Funds
3.47%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
32
Increased
96
Reduced
62
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FNWM
151
Financial Network Wealth Management
Utah
$317K
IWP
152
Insight Wealth Partners
Texas
$306K +$14.4K +686 +5%
AWE
153
Avidian Wealth Enterprises
Texas
$302K -$2.95K -141 -1%
CAPTRUST Financial Advisors
154
CAPTRUST Financial Advisors
North Carolina
$299K -$36.6K -1,751 -11%
GRP
155
Global Retirement Partners
California
$296K +$296K +14,271 New
BFA
156
Beaumont Financial Advisors
Massachusetts
$284K
LWA
157
Lineweaver Wealth Advisors
Ohio
$281K +$1.19K +57 +0.4%
DC
158
Davenport & Co
Virginia
$275K -$7.1K -340 -3%
NCG
159
Newport Capital Group
New Jersey
$272K
CDIA
160
Capital Directions Investment Advisors
Georgia
$270K +$270K +12,927 New
VCM
161
Vigilant Capital Management
Maine
$269K +$43.8K +2,096 +19%
KIG
162
Kessler Investment Group
Indiana
$269K +$256K +12,240 +2,016%
CCM
163
Cribstone Capital Management
Maine
$265K -$51.9K -2,487 -16%
T
164
TCWP
Ohio
$264K -$271K -12,959 -51%
DADC
165
D.A. Davidson & Co
Montana
$264K +$41.1K +1,966 +18%
CI
166
CX Institutional
Indiana
$263K
RFWA
167
RPg Family Wealth Advisory
Massachusetts
$261K
AWM
168
AE Wealth Management
Kansas
$255K +$255K +12,212 New
GEA
169
Glen Eagle Advisors
New Jersey
$253K
RIG
170
Ramiah Investment Group
Wisconsin
$253K +$253K +12,081 New
RA
171
RFG Advisory
Alabama
$247K -$92.7K -4,437 -27%
CA
172
CGN Advisors
Kansas
$246K +$246K +11,752 New
HT
173
Heritage Trust
Oklahoma
$240K +$240K +11,468 New
RWP
174
Revolve Wealth Partners
New Jersey
$238K -$14.6K -697 -6%
RW
175
Rede Wealth
Virginia
$236K -$61.7K -2,946 -21%