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Invesco BulletShares 2025 High Yield Corporate Bond ETF
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Overview Fund Activity

178 hedge funds and large institutions have $614M invested in Invesco BulletShares 2025 High Yield Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 92 increasing their positions, 51 reducing their positions, and 17 closing their positions.

Holders
178
Holders Change
-8
Holders Change %
-4.3%
% of All Funds
2.58%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
11
Increased
92
Reduced
51
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MCP
1
Mirador Capital Partners
California
$64.7M
2
DIM
2
Delta Investment Management
California
$17.4M
3
LPL Financial
3
LPL Financial
California
$37.7M
4
CFO
4
Collective Family Office
Pennsylvania
$14.4M
5
VAM
5
Verity Asset Management
North Carolina
$8.77M

Top Sellers

1
OPAM
1
Ocean Park Asset Management
California
$0
2
UBS Group
2
UBS Group
Switzerland
$46M
3
OMC
3
Old Mission Capital
Illinois
$0
4
SIAS
4
Summit Investment Advisory Services
Minnesota
$0
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$3.94M
Name Market Value Shares Shares
Change 		Shares
Change %
SIC
26
SFE Investment Counsel
California
$6.18M 267,508 -9,398 -3%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$6.08M 262,907 +94,068 +56%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$5.37M 232,405 -19,008 -8%
Ameriprise
29
Ameriprise
Minnesota
$5.24M 226,440 +60,967 +37%
PAS
30
Park Avenue Securities
New York
$5.21M 225,133 +86,078 +62%
AFA
31
AA Financial Advisors
Ohio
$5.11M 221,006 +56,035 +34%
FA
32
FF Advisors
California
$5.09M 220,181 +14,971 +7%
PFS
33
Prospera Financial Services
Texas
$4.06M 175,678 +47,227 +37%
Jane Street
34
Jane Street
New York
$4.05M 175,369 +137,863 +368%
RJA
35
Raymond James & Associates
Florida
$4.02M 173,796 -36,302 -17%
CAPTRUST Financial Advisors
36
CAPTRUST Financial Advisors
North Carolina
$3.94M 170,282 -317,367 -65%
WRPWM
37
Werba Rubin Papier Wealth Management
California
$3.84M 165,954 +77 +0%
OIM
38
Oder Investment Management
California
$3.71M 160,314 +5,563 +4%
TSWM
39
Tyler-Stone Wealth Management
Ohio
$3.56M 154,134 +78,666 +104%
Stifel Financial
40
Stifel Financial
Missouri
$3.56M 154,014 -4,500 -3%
PIWA
41
Prevail Innovative Wealth Advisors
Kansas
$3.22M 139,173 +6,645 +5%
Invesco
42
Invesco
Georgia
$3.19M 137,998 +137,998 New
PAG
43
Private Advisor Group
New Jersey
$3.15M 136,351 +5,915 +5%
MML Investors Services
44
MML Investors Services
Massachusetts
$3.13M 135,388 -5,215 -4%
PCS
45
Private Client Services
Kentucky
$3.1M 134,284 +7,654 +6%
MFG
46
Merit Financial Group
Georgia
$3.1M 134,122 – –
RFWA
47
RPg Family Wealth Advisory
Massachusetts
$2.97M 128,600 +8,481 +7%
EH
48
Equitable Holdings
New York
$2.88M 124,520 +98,305 +375%
FFW
49
Fusion Family Wealth
New York
$2.47M 119,504 +8,944 +8%
HWM
50
Horizons Wealth Management
North Carolina
$2.45M 106,057 -657 -0.6%
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