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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 %
GJIA
51
Glass Jacobson Investment Advisors
Maryland
$2.4M 103,789 +4,017 +4%
Thrivent Financial for Lutherans
52
Thrivent Financial for Lutherans
Minnesota
$2.32M 100,532 +10,421 +12%
NB
53
Northwest Bancshares
Pennsylvania
$2.31M 99,946 -423 -0.4%
P
54
Paradiem
Louisiana
$2.3M 99,512 – –
EW
55
Evexia Wealth
Wisconsin
$2.19M 94,957 +13,704 +17%
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$2.15M 92,830 -34,984 -27%
HWM
57
Howard Wealth Management
Connecticut
$2.07M 89,666 +89,666 New
ATPW
58
Ashton Thomas Private Wealth
Arizona
$2.03M 87,843 -3,342 -4%
SEEDPG
59
S.E.E.D. Planning Group
New York
$2.02M 87,331 +845 +1%
PWSG
60
Pacific Wealth Strategies Group
California
$1.86M 80,606 +12,422 +18%
R
61
Rebalance
California
$1.78M 77,196 -17,740 -19%
IA
62
IFP Advisors
Florida
$1.71M 74,168 +2,128 +3%
RC
63
Rovin Capital
Arizona
$1.66M 71,751 -909 -1%
CAL
64
Capital Analysts LLC
Pennsylvania
$1.63M 70,545 -2,035 -3%
AWS
65
Atria Wealth Solutions
New York
$1.47M 63,698 +1,768 +3%
GIA
66
Gladstone Institutional Advisory
Florida
$1.46M 63,270 +4,795 +8%
WOSD
67
WFA of San Diego
California
$1.43M 61,985 +1,041 +2%
NA
68
NewEdge Advisors
Louisiana
$1.38M 59,861 +4,881 +9%
LWL
69
Leo Wealth LLC
Texas
$1.35M 58,380 +14,559 +33%
AFG
70
Atomi Financial Group
New York
$1.32M 56,949 +16,514 +41%
FC
71
FCA Corp
Texas
$1.31M 56,828 +8,054 +17%
HIP
72
HUB Investment Partners
Texas
$1.3M 56,361 +7,057 +14%
WAP
73
Wealthcare Advisory Partners
Pennsylvania
$1.3M 56,078 +1,546 +3%
NRI
74
NFP Retirement Inc
California
$1.26M 54,446 +2,930 +6%
CIC
75
Carnegie Investment Counsel
Ohio
$1.25M 54,150 -15,764 -23%
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