BSJP icon

Invesco BulletShares 2025 High Yield Corporate Bond ETF

115 hedge funds and large institutions have $239M invested in Invesco BulletShares 2025 High Yield Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 41 increasing their positions, 36 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
+14
Holders Change %
+13.86%
% of All Funds
1.86%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
25
Increased
41
Reduced
36
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BFA
76
Beaumont Financial Advisors
Massachusetts
$310K +$929 +42 +0.3%
UCFA
77
United Capital Financial Advisors
Texas
$306K -$40.6K -1,837 -12%
WAP
78
Wealthcare Advisory Partners
Pennsylvania
$299K +$299K +13,538 New
JWCA
79
J.W. Cole Advisors
Florida
$287K -$22 -1 -0%
WHCI
80
W.H. Cornerstone Investments
Massachusetts
$285K +$5.98K +264 +2%
GCP
81
Gill Capital Partners
Colorado
$283K +$354 +16 +0.1%
AWM
82
AE Wealth Management
Kansas
$269K +$4.09K +185 +2%
RS
83
Retirement Solution
Washington
$267K +$4.09K +185 +2%
FC
84
FCA Corp
Texas
$266K +$17.1K +772 +7%
FAG
85
Fortitude Advisory Group
Washington
$251K +$251K +11,338 New
HWM
86
Horizons Wealth Management
North Carolina
$245K +$119K +5,388 +95%
BWM
87
BCS Wealth Management
Tennessee
$239K +$239K +10,819 New
AAS
88
Avantax Advisory Services
Texas
$231K +$231K +10,439 New
SRC
89
Shufro Rose & Co
New York
$230K -$22.1K -1,000 -9%
TSWM
90
Tyler-Stone Wealth Management
Ohio
$226K +$226K +10,200 New
KAS
91
Kestra Advisory Services
Texas
$224K +$224K +10,123 New
SWM
92
Spire Wealth Management
Virginia
$219K
Brown Advisory
93
Brown Advisory
Maryland
$207K +$207K +9,368 New
IWP
94
Insight Wealth Partners
Texas
$207K
TT
95
TI-Trust
Illinois
$200K +$200K +9,060 New
CAL
96
Capital Analysts LLC
Pennsylvania
$174K +$174K +7,890 New
CA
97
CoreCap Advisors
Michigan
$152K +$152K +6,892 New
HI
98
Harbour Investments
Wisconsin
$139K -$21.9K -992 -14%
BFEC
99
Benjamin F. Edwards & Company
Missouri
$94K +$5.3K +239 +6%
KFI
100
Key Financial Inc
Pennsylvania
$78.2K