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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.

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 Market Value Shares Shares
Change
Shares
Change %
BCM
1
Brookstone Capital Management
Illinois
$55.8M 2,463,813 +2,440,597 +10,513%
Bank of America
2
Bank of America
North Carolina
$46.6M 2,060,466 +71,769 +4%
FI
3
FormulaFolio Investments
Michigan
$44.8M 1,980,608 +1,980,608 New
Morgan Stanley
4
Morgan Stanley
New York
$42.2M 1,864,596 +159,735 +9%
MFWM
5
Motley Fool Wealth Management
Virginia
$25.4M 1,123,819 -281,507 -20%
Wells Fargo
6
Wells Fargo
California
$25.3M 1,116,977 +158,764 +17%
HPC
7
HM Payson & Co
Maine
$23.4M 1,033,697 +1,033,697 New
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$18.7M 827,380 +48,447 +6%
EB
9
Eastern Bank
Massachusetts
$18.6M 820,948 +36,525 +5%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$17M 750,852 +17,483 +2%
CIM
11
Confluence Investment Management
Missouri
$15.5M 684,226 -1,637 -0.2%
TCM
12
Tradewinds Capital Management
Washington
$13.5M 594,867 +594,727 +424,805%
LPL Financial
13
LPL Financial
California
$12.4M 550,037 +159,908 +41%
YIA
14
YHB Investment Advisors
Connecticut
$12.1M 533,853 +96,054 +22%
UBS Group
15
UBS Group
Switzerland
$11.7M 518,575 +68,659 +15%
CG
16
Colony Group
Massachusetts
$11.1M 490,024 +33,587 +7%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$10.5M 465,402 +59,324 +15%
MWM
18
Marietta Wealth Management
Georgia
$9.7M 428,524 +19,937 +5%
WSTAM
19
Wilbanks Smith & Thomas Asset Management
Virginia
$8.14M 359,734 +34,046 +10%
1IA
20
1834 Investment Advisors
Wisconsin
$8.01M 353,740 +44,426 +14%
ADL
21
Asset Dedication LLC
California
$7.8M 344,868 +140,098 +68%
NCM
22
Novare Capital Management
North Carolina
$7.46M 329,540 +23,180 +8%
BFA
23
Beaumont Financial Advisors
Massachusetts
$6.48M 286,158 -144,774 -34%
RJA
24
Raymond James & Associates
Florida
$6.2M 273,879 +41,596 +18%
CPC
25
Cookson Peirce & Co
Pennsylvania
$5.9M 260,489 +19,732 +8%