BSCP icon

Invesco BulletShares 2025 Corporate Bond ETF

29 hedge funds and large institutions have $59.5M invested in Invesco BulletShares 2025 Corporate Bond ETF in 2018 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 3 reducing their positions, and 11 closing their positions.

Holders
29
Holders Change
-5
Holders Change %
-14.71%
% of All Funds
0.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
17
Reduced
3
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$11.8M 587,473 +25,751 +5%
Wells Fargo
2
Wells Fargo
California
$8.4M 419,327 +57,254 +16%
Bank of America
3
Bank of America
North Carolina
$6.52M 325,402 +68,667 +27%
FCB
4
First Command Bank
Texas
$6.18M 308,502 +51,291 +20%
FCFS
5
First Command Financial Services
Texas
$6.18M 308,502 +51,291 +20%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$6.17M 308,249 +14,427 +5%
CIM
7
Confluence Investment Management
Missouri
$3.73M 186,443 -1,540 -0.8%
UBS Group
8
UBS Group
Switzerland
$2.8M 139,728 +23,537 +20%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.65M 82,324 +57,634 +233%
HR
10
Howe & Rusling
New York
$1.21M 60,425 +5,230 +9%
3AM
11
3D Asset Management
Connecticut
$1.03M 51,189 +390 +0.8%
CWM
12
CMH Wealth Management
New Hampshire
$760K 37,950 +1,625 +4%
OLA
13
Oliver Luxxe Assets
New Jersey
$644K 32,136 +1,069 +3%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$515K 25,692 +11,719 +84%
AIM
15
Anchor Investment Management
South Carolina
$428K 21,384 +12,100 +130%
CCM
16
Cribstone Capital Management
Maine
$376K 18,790 +6,310 +51%
RJA
17
Raymond James & Associates
Florida
$351K 17,523 -1,170 -6%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$268K 13,370 -99 -0.7%
Stifel Financial
19
Stifel Financial
Missouri
$258K 13,073 +13,073 New
LFG
20
LifePlan Financial Group
Ohio
$94K 4,676 +4,676 New
GRP
21
Global Retirement Partners
California
$37K 1,829 +427 +30%
AG
22
Advisor Group
Arizona
$32K 1,580
BA
23
Ballew Advisors
Mississippi
$30K 1,500 +1,500 New
APA
24
American Portfolios Advisors
New York
$24.8K 1,239
AssetMark Inc
25
AssetMark Inc
California
$21K 1,060 +271 +34%