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Invesco BulletShares 2025 Corporate Bond ETF

178 hedge funds and large institutions have $639M invested in Invesco BulletShares 2025 Corporate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 91 increasing their positions, 29 reducing their positions, and 10 closing their positions.

Holders
178
Holders Change
+15
Holders Change %
+9.2%
% of All Funds
3.13%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
29
Increased
91
Reduced
29
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$47.7M 2,155,378 +94,912 +5%
Morgan Stanley
2
Morgan Stanley
New York
$46.3M 2,090,678 +226,082 +12%
BCM
3
Brookstone Capital Management
Illinois
$42.2M 1,904,509 -559,304 -23%
Wells Fargo
4
Wells Fargo
California
$40.5M 1,829,937 +712,960 +64%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$27.1M 1,222,233 +394,853 +48%
HPC
6
HM Payson & Co
Maine
$26.4M 1,193,559 +159,862 +15%
MFWM
7
Motley Fool Wealth Management
Virginia
$25.7M 1,160,213 +36,394 +3%
EB
8
Eastern Bank
Massachusetts
$19.9M 900,016 +79,068 +10%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$17.9M 809,302 +58,450 +8%
CIM
10
Confluence Investment Management
Missouri
$15.8M 712,388 +28,162 +4%
LPL Financial
11
LPL Financial
California
$14.9M 671,232 +121,195 +22%
YIA
12
YHB Investment Advisors
Connecticut
$13.5M 606,452 +72,599 +14%
UBS Group
13
UBS Group
Switzerland
$13M 587,025 +68,450 +13%
RJA
14
Raymond James & Associates
Florida
$11.6M 524,679 +250,800 +92%
CIC
15
Carnegie Investment Counsel
Ohio
$11.1M 502,448 +266,829 +113%
CG
16
Colony Group
Massachusetts
$10.9M 493,866 +3,842 +0.8%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$10.9M 489,929 +24,527 +5%
MWM
18
Marietta Wealth Management
Georgia
$10.3M 462,886 +34,362 +8%
1IA
19
1834 Investment Advisors
Wisconsin
$9.21M 415,661 +61,921 +18%
SEEDPG
20
S.E.E.D. Planning Group
New York
$9.18M 414,506 +414,506 New
WSTAM
21
Wilbanks Smith & Thomas Asset Management
Virginia
$8.86M 400,201 +40,467 +11%
NCM
22
Novare Capital Management
North Carolina
$8.58M 387,375 +57,835 +18%
IF
23
Ironwood Financial
Arizona
$8.16M 368,362 +347,055 +1,629%
CCC
24
Crescent Capital Consulting
Louisiana
$7.51M 339,266 +326,493 +2,556%
RMDI
25
R.M. Davis Inc
Maine
$6.42M 289,631 +103,305 +55%