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Invesco BulletShares 2025 Corporate Bond ETF

391 hedge funds and large institutions have $3.19B invested in Invesco BulletShares 2025 Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 175 increasing their positions, 110 reducing their positions, and 27 closing their positions.

Holders
391
Holders Change
+26
Holders Change %
+7.12%
% of All Funds
5.21%
Holding in Top 10
31
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10.71%
% of All Funds
0.41%
New
61
Increased
175
Reduced
110
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Lido Advisors
1
Lido Advisors
California
$989M 47,894,213 +2,038,747 +4%
LPL Financial
2
LPL Financial
California
$116M 5,610,388 +412,835 +8%
Morgan Stanley
3
Morgan Stanley
New York
$111M 5,383,189 -21,225 -0.4%
Bank of America
4
Bank of America
North Carolina
$111M 5,354,174 +283 +0%
Wells Fargo
5
Wells Fargo
California
$108M 5,228,266 +312,572 +6%
Raymond James Financial
6
Raymond James Financial
Florida
$73.1M 3,540,496 +3,540,496 New
UBS Group
7
UBS Group
Switzerland
$58.6M 2,838,069 -6,104,877 -68%
SAS
8
SMI Advisory Services
Indiana
$56.9M 2,753,260 +85,976 +3%
MCM
9
MAI Capital Management
Ohio
$55.3M 2,680,017 +2,680,017 New
MFWM
10
Motley Fool Wealth Management
Virginia
$53.5M 2,590,183 +118,766 +5%
Invesco
11
Invesco
Georgia
$45.6M 2,210,277 +138,172 +7%
Renaissance Technologies
12
Renaissance Technologies
New York
$39.5M 1,910,643 +415,821 +28%
IAA
13
Independent Advisor Alliance
North Carolina
$33.6M 1,628,765 +1,628,765 New
SFG
14
SNS Financial Group
Minnesota
$33.4M 1,619,301 +34,359 +2%
BCM
15
Brookstone Capital Management
Illinois
$31M 1,503,251 -21,289 -1%
Stifel Financial
16
Stifel Financial
Missouri
$28.8M 1,393,256 +66,725 +5%
EB
17
Eastern Bank
Massachusetts
$28.5M 1,378,423 -25,164 -2%
ADL
18
Asset Dedication LLC
California
$28.4M 1,374,102 -145,495 -10%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$27.5M 1,332,359 -18,212 -1%
CWM
20
Campbell Wealth Management
Virginia
$25.3M 1,226,816 +47,603 +4%
TF
21
TLWM Financial
Texas
$24M 1,164,089 +133,029 +13%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$23.9M 1,158,013 +34,139 +3%
RMDI
23
R.M. Davis Inc
Maine
$23.4M 1,134,034 +27,236 +2%
IWMA
24
Ironwood Wealth Management (Arizona)
Arizona
$23.1M 1,118,912 +33,829 +3%
Osaic Holdings
25
Osaic Holdings
Arizona
$22.5M 1,090,098 -46,987 -4%