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Invesco BulletShares 2025 High Yield Corporate Bond ETF
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Overview Fund Activity

185 hedge funds and large institutions have $582M invested in Invesco BulletShares 2025 High Yield Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 90 increasing their positions, 53 reducing their positions, and 14 closing their positions.

Holders
185
Holders Change
+7
Holders Change %
+3.93%
% of All Funds
2.46%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
24
Increased
90
Reduced
53
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$10.6M
2
SIA
2
Summit Investment Advisors
Maryland
$10.5M
3
ATPW
3
Ashton Thomas Private Wealth
Arizona
$9.21M
4
MAM
4
Milestone Asset Management
Pennsylvania
$6.27M
5
LPL Financial
5
LPL Financial
California
$42.7M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$11.5M
2
SFG
2
Sterling Financial Group
California
$1.94M
3
MCP
3
Mirador Capital Partners
California
$57.4M
4
KAS
4
Kestra Advisory Services
Texas
$3.69M
5
PAS
5
Park Avenue Securities
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HWM
51
Howard Wealth Management
Connecticut
$2.49M 107,818 +18,152 +20%
OIA
52
OneDigital Investment Advisors
Kansas
$2.48M 107,681 +66,835 +164%
FFW
53
Fusion Family Wealth
New York
$2.45M 118,504 -1,000 -0.8%
HWM
54
Horizons Wealth Management
North Carolina
$2.35M 101,952 -4,105 -4%
NB
55
Northwest Bancshares
Pennsylvania
$2.31M 100,064 +118 +0.1%
P
56
Paradiem
Louisiana
$2.31M 99,987 +475 +0.5%
IAA
57
Independent Advisor Alliance
North Carolina
$2.22M 96,224 +96,224 New
LWL
58
Leo Wealth LLC
Texas
$2.16M 93,496 +35,116 +60%
Invesco
59
Invesco
Georgia
$2.11M 91,498 -46,500 -34%
MOS
60
MGO One Seven
Ohio
$2.11M 91,269 +70,388 +337%
Lido Advisors
61
Lido Advisors
California
$2.06M 89,438 +57,420 +179%
PWSG
62
Pacific Wealth Strategies Group
California
$2M 86,828 +6,222 +8%
SFG
63
Sterling Financial Group
California
$1.94M 84,094 -703,996 -89%
Jones Financial Companies
64
Jones Financial Companies
Missouri
$1.7M 73,530 +30,641 +71%
SEEDPG
65
S.E.E.D. Planning Group
New York
$1.65M 71,438 -15,893 -18%
CAL
66
Capital Analysts LLC
Pennsylvania
$1.63M 70,821 +276 +0.4%
VPF
67
Vantage Point Financial
Illinois
$1.58M 68,528 +68,528 New
FIA
68
Foundations Investment Advisors
Arizona
$1.57M 67,997 +51,750 +319%
IA
69
IFP Advisors
Florida
$1.55M 67,078 -7,090 -10%
GIA
70
Gladstone Institutional Advisory
Florida
$1.5M 65,015 +1,745 +3%
BBW
71
Blue Barn Wealth
Utah
$1.47M 63,836 +52,509 +464%
FC
72
FCA Corp
Texas
$1.43M 61,870 +5,042 +9%
AFG
73
Atomi Financial Group
New York
$1.41M 61,048 +4,099 +7%
NA
74
NewEdge Advisors
Louisiana
$1.41M 61,033 +1,172 +2%
WAP
75
Wealthcare Advisory Partners
Pennsylvania
$1.31M 56,951 +873 +2%
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