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Invesco BulletShares 2025 High Yield Corporate Bond ETF
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Overview Fund Activity

150 hedge funds and large institutions have $419M invested in Invesco BulletShares 2025 High Yield Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 75 increasing their positions, 38 reducing their positions, and 14 closing their positions.

Holders
150
Holders Change
+6
Holders Change %
+4.17%
% of All Funds
2.2%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
22
Increased
75
Reduced
38
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MCP
1
Mirador Capital Partners
California
$21M
2
Goldman Sachs
2
Goldman Sachs
New York
$17.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$29M
4
UCFA
4
United Capital Financial Advisors
Texas
$8.89M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$13.4M

Top Sellers

1
AFIMH
1
American Family Insurance Mutual Holding
Wisconsin
$0
2
Legacy Financial Group (Iowa)
2
Legacy Financial Group (Iowa)
Iowa
$428K
3
UBS Group
3
UBS Group
Switzerland
$6.94M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$12M
5
DP
5
Denver PWM
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SP
26
Stablepoint Partners
Massachusetts
$4.29M 188,869 +188,869 New
BAM
27
Banta Asset Management
California
$4.28M 188,435 -300 -0.2%
ATPW
28
Ashton Thomas Private Wealth
Arizona
$4.05M 178,165 +64,703 +57%
CFO
29
Collective Family Office
Pennsylvania
$3.77M 165,752 +19,961 +14%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$3.69M 162,251 +24,764 +18%
IWM
31
IHT Wealth Management
Illinois
$3.56M 156,534 +5,514 +4%
WP
32
WealthSource Partners
California
$3.15M 138,797 +22,630 +19%
FA
33
FF Advisors
California
$3.09M 136,002 +136,002 New
PFS
34
Prospera Financial Services
Texas
$3.05M 134,039 -19,553 -13%
HWM
35
Horizons Wealth Management
North Carolina
$2.98M 130,894 +36,730 +39%
OIM
36
Oder Investment Management
California
$2.91M 128,206 +24,837 +24%
WRPWM
37
Werba Rubin Papier Wealth Management
California
$2.89M 127,005 +62,002 +95%
RFWA
38
RPg Family Wealth Advisory
Massachusetts
$2.63M 115,840 -10,320 -8%
CAN
39
Cetera Advisor Networks
California
$2.62M 115,051 +58,071 +102%
FFW
40
Fusion Family Wealth
New York
$2.6M 127,094 – –
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$2.58M 113,593 -4,033 -3%
EH
42
Equitable Holdings
New York
$2.56M 112,486 +3,474 +3%
PIWA
43
Prevail Innovative Wealth Advisors
Kansas
$2.38M 104,561 -13,416 -11%
NB
44
Northwest Bancshares
Pennsylvania
$2.37M 104,215 -3,238 -3%
P
45
Paradiem
Louisiana
$2.24M 98,675 – –
RSWM
46
Robertson Stephens Wealth Management
California
$2.12M 93,151 -15,608 -14%
SS
47
Sound Stewardship
Kansas
$2.08M 91,473 -5,384 -6%
IA
48
IFP Advisors
Florida
$2.04M 89,947 +16,924 +23%
SEEDPG
49
S.E.E.D. Planning Group
New York
$2.01M 88,424 -54,095 -38%
TSWM
50
Tyler-Stone Wealth Management
Ohio
$1.89M 83,013 +30,990 +60%
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