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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 %
PCS
51
Private Client Services
Kentucky
$1.87M 82,410 +82,410 New
Stifel Financial
52
Stifel Financial
Missouri
$1.81M 79,800 +4,332 +6%
R
53
Rebalance
California
$1.81M 79,676 -3,082 -4%
CIC
54
Carnegie Investment Counsel
Ohio
$1.77M 77,991 -6,687 -8%
PAS
55
Park Avenue Securities
New York
$1.65M 72,463 +3,819 +6%
HIP
56
HUB Investment Partners
Texas
$1.47M 64,453 +7,719 +14%
WWM
57
Western Wealth Management
Colorado
$1.46M 64,281 +23,500 +58%
RJA
58
Raymond James & Associates
Florida
$1.46M 64,093 +15,993 +33%
PWSG
59
Pacific Wealth Strategies Group
California
$1.36M 59,630 +87 +0.1%
BA
60
Ballew Advisors
Mississippi
$1.29M 56,525 +13,762 +32%
NRI
61
NFP Retirement Inc
California
$1.19M 52,376 +17,255 +49%
GJIA
62
Glass Jacobson Investment Advisors
Maryland
$1.19M 52,333 +2,610 +5%
NA
63
NewEdge Advisors
Louisiana
$1.17M 51,615 +391 +0.8%
GIA
64
Gladstone Institutional Advisory
Florida
$1.17M 51,281 -663 -1%
MML Investors Services
65
MML Investors Services
Massachusetts
$1.07M 47,141 +8,806 +23%
Ameriprise
66
Ameriprise
Minnesota
$1.07M 47,017 -4,772 -9%
Cambridge Investment Research Advisors
67
Cambridge Investment Research Advisors
Iowa
$1.05M 46,015 -2,200 -5%
Janney Montgomery Scott
68
Janney Montgomery Scott
Pennsylvania
$1.04M 45,917 -1,783 -4%
GI
69
Gradient Investments
Minnesota
$1.04M 45,704 +30,184 +194%
FC
70
FCA Corp
Texas
$1.01M 44,628 +2,017 +5%
LWL
71
Leo Wealth LLC
Texas
$1.01M 43,821 +43,821 New
MTWM
72
Masso Torrence Wealth Management
New Jersey
$981K 43,164 +23 +0.1%
ACM
73
Altrius Capital Management
North Carolina
$973K 42,828 +1,181 +3%
BCM
74
Brookstone Capital Management
Illinois
$867K 38,124 -6,103 -14%
EW
75
Evexia Wealth
Wisconsin
$850K 37,185 +37,185 New
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