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Invesco BulletShares 2025 Corporate Bond ETF

351 hedge funds and large institutions have $2.91B invested in Invesco BulletShares 2025 Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 154 increasing their positions, 107 reducing their positions, and 23 closing their positions.

Holders
351
Holders Change
+28
Holders Change %
+8.67%
% of All Funds
5.15%
Holding in Top 10
27
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.85%
% of All Funds
0.4%
New
54
Increased
154
Reduced
107
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Lido Advisors
1
Lido Advisors
California
$949M 46,417,447 +9,562,947 +26%
Morgan Stanley
2
Morgan Stanley
New York
$227M 11,104,934 +5,088,677 +85%
Bank of America
3
Bank of America
North Carolina
$103M 5,048,658 -326,007 -6%
LPL Financial
4
LPL Financial
California
$103M 5,044,234 +805,231 +19%
Wells Fargo
5
Wells Fargo
California
$94.5M 4,621,341 +244,428 +6%
UBS Group
6
UBS Group
Switzerland
$73.2M 3,576,675 +1,581,784 +79%
MFWM
7
Motley Fool Wealth Management
Virginia
$49.7M 2,427,788 +683,926 +39%
Ameriprise
8
Ameriprise
Minnesota
$41.4M 2,018,772 -300,903 -13%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$34.7M 1,696,003 +187,293 +12%
BCM
10
Brookstone Capital Management
Illinois
$34.6M 1,693,633 -84,339 -5%
Jane Street
11
Jane Street
New York
$31.7M 1,549,356 +448,461 +41%
SFG
12
SNS Financial Group
Minnesota
$30.3M 1,482,671 +104,966 +8%
Invesco
13
Invesco
Georgia
$27.2M 1,329,085 +153,389 +13%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$27M 1,321,425 +784,590 +146%
ADL
15
Asset Dedication LLC
California
$26.9M 1,317,156 -40,891 -3%
EB
16
Eastern Bank
Massachusetts
$25.8M 1,262,747 +7,815 +0.6%
RJA
17
Raymond James & Associates
Florida
$25.1M 1,228,442 +183,185 +18%
Stifel Financial
18
Stifel Financial
Missouri
$24.2M 1,181,205 +52,339 +5%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$24M 1,175,030 +89,840 +8%
CWM
20
Campbell Wealth Management
Virginia
$20.1M 981,959 -277 -0%
RMDI
21
R.M. Davis Inc
Maine
$20.1M 980,799 +83,438 +9%
IWMA
22
Ironwood Wealth Management (Arizona)
Arizona
$19.6M 959,611 +387,625 +68%
AWM
23
Avior Wealth Management
Nebraska
$19.6M 958,955 +179,525 +23%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$18.4M 900,334 -8,361 -0.9%
TF
25
TLWM Financial
Texas
$17.6M 859,108 +100,345 +13%