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Invesco BulletShares 2025 Corporate Bond ETF
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Overview Fund Activity

187 hedge funds and large institutions have $699M invested in Invesco BulletShares 2025 Corporate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 104 increasing their positions, 31 reducing their positions, and 9 closing their positions.

Holders
187
Holders Change
+10
Holders Change %
+5.65%
% of All Funds
3.28%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.11%
New
19
Increased
104
Reduced
31
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ADL
1
Asset Dedication LLC
California
$17.5M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$17.8M
3
Wells Fargo
3
Wells Fargo
California
$40.1M
4
Morgan Stanley
4
Morgan Stanley
New York
$54.5M
5
NCM
5
Novare Capital Management
North Carolina
$11.2M

Top Sellers

1
CIM
1
Confluence Investment Management
Missouri
$9.66M
2
SCA
2
Stonebridge Capital Advisors
Minnesota
$6.53M
3
YIA
3
YHB Investment Advisors
Connecticut
$7.21M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$850K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$54.5M 2,456,154 +170,585 +7%
Bank of America
2
Bank of America
North Carolina
$50.7M 2,283,624 +85,008 +4%
Wells Fargo
3
Wells Fargo
California
$40.1M 1,805,258 +209,101 +13%
BCM
4
Brookstone Capital Management
Illinois
$39.9M 1,804,311 +9,969 +0.6%
MFWM
5
Motley Fool Wealth Management
Virginia
$37.1M 1,669,528 +80,724 +5%
HPC
6
HM Payson & Co
Maine
$31.4M 1,413,903 +76,111 +6%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$26.1M 1,175,094 -15,567 -1%
EB
8
Eastern Bank
Massachusetts
$23M 1,035,683 +57,863 +6%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$20.6M 926,978 +64,070 +7%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$17.8M 799,724 +219,924 +38%
ADL
11
Asset Dedication LLC
California
$17.5M 788,643 +347,138 +79%
CIC
12
Carnegie Investment Counsel
Ohio
$16.8M 758,136 +54,263 +8%
LPL Financial
13
LPL Financial
California
$16.4M 738,349 +34,717 +5%
UBS Group
14
UBS Group
Switzerland
$14.8M 666,285 +7,803 +1%
RJA
15
Raymond James & Associates
Florida
$13.3M 601,288 +29,025 +5%
SEEDPG
16
S.E.E.D. Planning Group
New York
$12.7M 572,436 +112,438 +24%
WSTAM
17
Wilbanks Smith & Thomas Asset Management
Virginia
$12.4M 560,803 +83,341 +17%
MWM
18
Marietta Wealth Management
Georgia
$11.7M 527,364 +36,840 +8%
NCM
19
Novare Capital Management
North Carolina
$11.2M 502,655 +125,570 +33%
1IA
20
1834 Investment Advisors
Wisconsin
$9.71M 437,616 +18,144 +4%
CIM
21
Confluence Investment Management
Missouri
$9.66M 435,000 -294,484 -40%
RMDI
22
R.M. Davis Inc
Maine
$9.45M 425,869 +50,698 +14%
IF
23
Ironwood Financial
Arizona
$8.58M 386,359 +4,789 +1%
CG
24
Colony Group
Massachusetts
$7.34M 330,756 -154,484 -32%
YIA
25
YHB Investment Advisors
Connecticut
$7.21M 324,959 -239,638 -42%
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