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Invesco BulletShares 2025 Corporate Bond ETF

365 hedge funds and large institutions have $3.16B invested in Invesco BulletShares 2025 Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 173 increasing their positions, 110 reducing their positions, and 24 closing their positions.

Holders
365
Holders Change
+5
Holders Change %
+1.39%
% of All Funds
5.28%
Holding in Top 10
28
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.67%
% of All Funds
0.41%
New
36
Increased
173
Reduced
110
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Lido Advisors
1
Lido Advisors
California
$947M 45,855,466 -2,263,266 -5%
UBS Group
2
UBS Group
Switzerland
$185M 8,942,946 +255,690 +3%
Morgan Stanley
3
Morgan Stanley
New York
$112M 5,404,414 -169,462 -3%
Bank of America
4
Bank of America
North Carolina
$111M 5,353,891 -230,767 -4%
LPL Financial
5
LPL Financial
California
$107M 5,197,553 +69,538 +1%
Wells Fargo
6
Wells Fargo
California
$102M 4,915,694 -131,365 -3%
SAS
7
SMI Advisory Services
Indiana
$55.1M 2,667,284 +74,483 +3%
MFWM
8
Motley Fool Wealth Management
Virginia
$51M 2,471,417 -109,506 -4%
Invesco
9
Invesco
Georgia
$42.8M 2,072,105 +279,977 +16%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$40.1M 1,941,920 +80,346 +4%
ACA
11
Aptus Capital Advisors
Alabama
$36.7M 1,775,004 +526,790 +42%
AWM
12
Avior Wealth Management
Nebraska
$35.9M 1,740,590 +269,655 +18%
RJA
13
Raymond James & Associates
Florida
$34M 1,647,389 -396,965 -19%
SFG
14
SNS Financial Group
Minnesota
$32.7M 1,584,942 -7,341 -0.5%
BCM
15
Brookstone Capital Management
Illinois
$31.5M 1,524,540 -43,560 -3%
ADL
16
Asset Dedication LLC
California
$31.4M 1,519,597 +23,414 +2%
Renaissance Technologies
17
Renaissance Technologies
New York
$30.9M 1,494,822 +331,922 +29%
EB
18
Eastern Bank
Massachusetts
$29M 1,403,587 -2,919 -0.2%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$27.9M 1,350,571 -74,781 -5%
Stifel Financial
20
Stifel Financial
Missouri
$27.4M 1,326,531 +48,937 +4%
CWM
21
Campbell Wealth Management
Virginia
$24.4M 1,179,213 +27,135 +2%
Osaic Holdings
22
Osaic Holdings
Arizona
$23.5M 1,137,085 +63,004 +6%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$23.2M 1,123,874 +74,627 +7%
RMDI
24
R.M. Davis Inc
Maine
$22.9M 1,106,798 -963 -0.1%
IWMA
25
Ironwood Wealth Management (Arizona)
Arizona
$22.4M 1,085,083 +44,783 +4%