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Invesco BulletShares 2025 Corporate Bond ETF

315 hedge funds and large institutions have $2.18B invested in Invesco BulletShares 2025 Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 163 increasing their positions, 82 reducing their positions, and 17 closing their positions.

Holders
315
Holders Change
+3
Holders Change %
+0.96%
% of All Funds
4.97%
Holding in Top 10
22
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12%
% of All Funds
0.35%
New
24
Increased
163
Reduced
82
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Lido Advisors
1
Lido Advisors
California
$491M 24,414,699 +12,021,494 +97%
Morgan Stanley
2
Morgan Stanley
New York
$112M 5,577,953 +341,968 +7%
Bank of America
3
Bank of America
North Carolina
$107M 5,322,686 +171,698 +3%
Wells Fargo
4
Wells Fargo
California
$86.7M 4,305,239 +744,330 +21%
LPL Financial
5
LPL Financial
California
$79.2M 3,936,126 +36,497 +0.9%
ACA
6
Aptus Capital Advisors
Alabama
$71M 3,527,396 -463,844 -12%
Ameriprise
7
Ameriprise
Minnesota
$51.5M 2,561,959 +163,224 +7%
Jane Street
8
Jane Street
New York
$47.8M 2,376,618 +2,140,758 +908%
BCM
9
Brookstone Capital Management
Illinois
$39.4M 1,958,596 -20,358 -1%
HPC
10
HM Payson & Co
Maine
$35.9M 1,783,496 -63,463 -3%
UBS Group
11
UBS Group
Switzerland
$35.4M 1,757,863 +190,111 +12%
MFWM
12
Motley Fool Wealth Management
Virginia
$33.9M 1,682,276 +47,930 +3%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$33.1M 1,642,503 -22,646 -1%
ADL
14
Asset Dedication LLC
California
$27.4M 1,364,303 +17,070 +1%
EB
15
Eastern Bank
Massachusetts
$24.9M 1,239,435 +25,407 +2%
TLFA
16
True Link Financial Advisors
California
$24.7M 1,229,499 +38,775 +3%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$22.1M 1,099,543 +83,657 +8%
CWM
18
Campbell Wealth Management
Virginia
$20M 995,770 +43,759 +5%
Stifel Financial
19
Stifel Financial
Missouri
$19.6M 975,543 -16,998 -2%
RJA
20
Raymond James & Associates
Florida
$19M 941,661 +26,425 +3%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$18.6M 923,029 -9,626 -1%
Invesco
22
Invesco
Georgia
$17.7M 877,880 -6,674,819 -88%
RMDI
23
R.M. Davis Inc
Maine
$17.2M 856,865 +69,756 +9%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$17.1M 847,581 +31,138 +4%
SFG
25
SNS Financial Group
Minnesota
$16.7M 827,439 +478,044 +137%