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Invesco BulletShares 2025 Corporate Bond ETF

323 hedge funds and large institutions have $2.38B invested in Invesco BulletShares 2025 Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 158 increasing their positions, 98 reducing their positions, and 17 closing their positions.

Holders
323
Holders Change
+8
Holders Change %
+2.54%
% of All Funds
5.15%
Holding in Top 10
26
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+18.18%
% of All Funds
0.41%
New
31
Increased
158
Reduced
98
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Lido Advisors
1
Lido Advisors
California
$741M 36,854,500 +12,439,801 +51%
Morgan Stanley
2
Morgan Stanley
New York
$121M 6,016,257 +438,304 +8%
Bank of America
3
Bank of America
North Carolina
$108M 5,374,665 +51,979 +1%
Wells Fargo
4
Wells Fargo
California
$88M 4,376,913 +71,674 +2%
LPL Financial
5
LPL Financial
California
$85.2M 4,239,003 +302,877 +8%
Ameriprise
6
Ameriprise
Minnesota
$46.7M 2,319,675 -242,284 -9%
ACA
7
Aptus Capital Advisors
Alabama
$46.7M 2,320,270 -1,207,126 -34%
UBS Group
8
UBS Group
Switzerland
$40.1M 1,994,891 +237,028 +13%
BCM
9
Brookstone Capital Management
Illinois
$35.8M 1,777,972 -180,624 -9%
MFWM
10
Motley Fool Wealth Management
Virginia
$35.1M 1,743,862 +61,586 +4%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$30.3M 1,508,710 -133,793 -8%
SFG
12
SNS Financial Group
Minnesota
$27.7M 1,377,705 +550,266 +67%
ADL
13
Asset Dedication LLC
California
$27.3M 1,358,047 -6,256 -0.5%
EB
14
Eastern Bank
Massachusetts
$25.2M 1,254,932 +15,497 +1%
Invesco
15
Invesco
Georgia
$23.6M 1,175,696 +297,816 +34%
Stifel Financial
16
Stifel Financial
Missouri
$22.7M 1,128,866 +153,323 +16%
Jane Street
17
Jane Street
New York
$22.1M 1,100,895 -1,275,723 -54%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$21.8M 1,085,190 -14,353 -1%
RJA
19
Raymond James & Associates
Florida
$21M 1,045,257 +103,596 +11%
CWM
20
Campbell Wealth Management
Virginia
$19.8M 982,236 -13,534 -1%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$18.3M 908,695 -14,334 -2%
RMDI
22
R.M. Davis Inc
Maine
$18M 897,361 +40,496 +5%
Osaic Holdings
23
Osaic Holdings
Arizona
$17M 845,536 +355,065 +72%
TA
24
TruWealth Advisors
Louisiana
$15.8M 784,316 +27,404 +4%
AWM
25
Avior Wealth Management
Nebraska
$15.7M 779,430 +38,306 +5%