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Invesco BulletShares 2025 Corporate Bond ETF
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Overview Fund Activity

40 hedge funds and large institutions have $82.4M invested in Invesco BulletShares 2025 Corporate Bond ETF in 2018 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 14 increasing their positions, 6 reducing their positions, and 1 closing their positions.

Holders
40
Holders Change
+11
Holders Change %
+37.93%
% of All Funds
0.92%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
12
Increased
14
Reduced
6
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FCB
1
First Command Bank
Texas
$12.9M
2
FCFS
2
First Command Financial Services
Texas
$12.9M
3
ADL
3
Asset Dedication LLC
California
$3.06M
4
CIC
4
Carnegie Investment Counsel
Ohio
$2.26M
5
MCP
5
Mirador Capital Partners
California
$1.99M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$5.38M
2
OLA
2
Oliver Luxxe Assets
New Jersey
$0
3
3AM
3
3D Asset Management
Connecticut
$738K
4
CIM
4
Confluence Investment Management
Missouri
$3.58M
5
MA
5
MCF Advisors
Kentucky
$2K
Name Market Value Shares Shares
Change 		Shares
Change %
FCB
1
First Command Bank
Texas
$12.9M 650,760 +342,258 +111%
FCFS
2
First Command Financial Services
Texas
$12.9M 650,760 +342,258 +111%
Morgan Stanley
3
Morgan Stanley
New York
$12.7M 643,911 +56,438 +10%
Bank of America
4
Bank of America
North Carolina
$6.63M 335,149 +9,747 +3%
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$6.6M 333,709 +25,460 +8%
Wells Fargo
6
Wells Fargo
California
$5.38M 272,056 -147,271 -35%
UBS Group
7
UBS Group
Switzerland
$3.8M 192,143 +52,415 +38%
CIM
8
Confluence Investment Management
Missouri
$3.58M 181,020 -5,423 -3%
ADL
9
Asset Dedication LLC
California
$3.06M 154,543 +154,543 New
CIC
10
Carnegie Investment Counsel
Ohio
$2.26M 113,720 +113,720 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$2.07M 104,546 +22,222 +27%
MCP
12
Mirador Capital Partners
California
$1.99M 100,710 +100,710 New
HR
13
Howe & Rusling
New York
$1.19M 60,300 -125 -0.2%
CWM
14
CMH Wealth Management
New Hampshire
$1.11M 56,010 +18,060 +48%
CCM
15
Cribstone Capital Management
Maine
$1M 50,622 +31,832 +169%
Jane Street
16
Jane Street
New York
$919K 46,451 +46,451 New
1IA
17
1834 Investment Advisors
Wisconsin
$911K 46,040 +46,040 New
3AM
18
3D Asset Management
Connecticut
$738K 37,315 -13,874 -27%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$515K 25,692 – –
AIM
20
Anchor Investment Management
South Carolina
$450K 22,763 +1,379 +6%
RJA
21
Raymond James & Associates
Florida
$340K 17,170 -353 -2%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$265K 13,370 – –
Stifel Financial
23
Stifel Financial
Missouri
$259K 13,387 +314 +2%
PAG
24
Private Advisor Group
New Jersey
$211K 10,662 +10,662 New
MIM
25
Macroview Investment Management
Maryland
$143K 7,246 +7,246 New
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