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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
Lido Advisors
California
$949M
2
Morgan Stanley
Morgan Stanley
New York
$227M
3
UBS Group
UBS Group
Switzerland
$73.2M
4
LPL Financial
LPL Financial
California
$103M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$27M

Top Sellers

1
ACA
Aptus Capital Advisors
Alabama
$16.6M
2
SEEDPG
S.E.E.D. Planning Group
New York
$3.17M
3
Bank of America
Bank of America
North Carolina
$103M
4
Ameriprise
Ameriprise
Minnesota
$41.4M
5
WIM
Waycross Investment Management
Washington
$578K
Name Holding Trade Value Shares
Change 		Shares
Change %
WAP
201
Wealthcare Advisory Partners
Pennsylvania
$804K +$42.7K +2,089 +6%
CA
202
Cetera Advisors
Colorado
$803K -$20.9K -1,021 -3%
1IA
203
1834 Investment Advisors
Wisconsin
$801K -$447K -21,847 -36%
WA
204
WESPAC Advisors
California
$786K +$98K +4,793 +14%
CFCI
205
Comprehensive Financial Consultants Institutional
Indiana
$768K -$56.9K -2,783 -7%
BPA
206
Beacon Pointe Advisors
California
$764K -$137K -6,712 -15%
CIBC World Market
207
CIBC World Market
Ontario, Canada
$755K +$349K +17,050 +86%
Creative Planning
208
Creative Planning
Kansas
$751K +$82.4K +4,026 +12%
PWSG
209
Pacific Wealth Strategies Group
California
$744K -$13.5K -660 -2%
TSWM
210
Tyler-Stone Wealth Management
Ohio
$741K +$101K +4,948 +16%
IWP
211
Insight Wealth Partners
Texas
$721K -$28.1K -1,372 -4%
NF
212
Nikulski Financial
Iowa
$714K -$38.4K -1,875 -5%
GCA
213
Genesee Capital Advisors
New York
$697K -$582K -28,429 -46%
PCP
214
Proficio Capital Partners
Massachusetts
$674K +$6.22K +304 +0.9%
Brown Advisory
215
Brown Advisory
Maryland
$667K -$29.2K -1,429 -4%
KIG
216
Kessler Investment Group
Indiana
$661K +$63.7K +3,113 +11%
VAMG
217
Voisard Asset Management Group
Michigan
$661K +$661K +32,298 New
LCM
218
Leisure Capital Management
California
$640K -$70.5K -3,446 -10%
WDL
219
Well Done LLC
Michigan
$620K – – –
DADC
220
D.A. Davidson & Co
Montana
$617K +$617K +30,178 New
FA
221
FC Advisory
Pennsylvania
$610K +$22K +1,074 +4%
WHCI
222
W.H. Cornerstone Investments
Massachusetts
$605K -$41.6K -2,035 -6%
SFC
223
Strategic Financial Concepts
Texas
$597K +$45.9K +2,243 +8%
WWM
224
Western Wealth Management
Colorado
$596K +$614 +30 +0.1%
HSWS
225
Higgins & Schmidt Wealth Strategies
Colorado
$581K +$581K +28,390 New
7 8
9
10 11