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Invesco BulletShares 2025 Corporate Bond ETF

177 hedge funds and large institutions have $675M invested in Invesco BulletShares 2025 Corporate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 94 increasing their positions, 38 reducing their positions, and 19 closing their positions.

Holders
177
Holders Change
-1
Holders Change %
-0.56%
% of All Funds
3.09%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
20
Increased
94
Reduced
38
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$51M 2,285,569 +194,891 +9%
Bank of America
2
Bank of America
North Carolina
$49.1M 2,198,616 +43,238 +2%
BCM
3
Brookstone Capital Management
Illinois
$40M 1,794,342 -110,167 -6%
Wells Fargo
4
Wells Fargo
California
$35.6M 1,596,157 -233,780 -13%
MFWM
5
Motley Fool Wealth Management
Virginia
$35.4M 1,588,804 +428,591 +37%
HPC
6
HM Payson & Co
Maine
$29.8M 1,337,792 +144,233 +12%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$26.6M 1,190,661 -31,572 -3%
EB
8
Eastern Bank
Massachusetts
$21.8M 977,820 +77,804 +9%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$19.3M 862,908 +53,606 +7%
CIM
10
Confluence Investment Management
Missouri
$16.3M 729,484 +17,096 +2%
CIC
11
Carnegie Investment Counsel
Ohio
$15.7M 703,873 +201,425 +40%
LPL Financial
12
LPL Financial
California
$15.7M 703,632 +32,400 +5%
UBS Group
13
UBS Group
Switzerland
$14.7M 658,482 +71,457 +12%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$12.9M 579,800 +89,871 +18%
RJA
15
Raymond James & Associates
Florida
$12.8M 572,263 +47,584 +9%
YIA
16
YHB Investment Advisors
Connecticut
$12.6M 564,597 -41,855 -7%
SCA
17
Stonebridge Capital Advisors
Minnesota
$12.3M 553,306 +286,894 +108%
MWM
18
Marietta Wealth Management
Georgia
$10.9M 490,524 +27,638 +6%
CG
19
Colony Group
Massachusetts
$10.8M 485,240 -8,626 -2%
WSTAM
20
Wilbanks Smith & Thomas Asset Management
Virginia
$10.7M 477,462 +77,261 +19%
SEEDPG
21
S.E.E.D. Planning Group
New York
$10.3M 459,998 +45,492 +11%
ADL
22
Asset Dedication LLC
California
$9.85M 441,505 +221,724 +101%
1IA
23
1834 Investment Advisors
Wisconsin
$9.36M 419,472 +3,811 +0.9%
IF
24
Ironwood Financial
Arizona
$8.51M 381,570 +13,208 +4%
NCM
25
Novare Capital Management
North Carolina
$8.41M 377,085 -10,290 -3%