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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 %
OSNBOA
76
Old Second National Bank of Aurora
Illinois
$801K 35,259 +16,086 +84%
IF
77
IRON Financial
Illinois
$798K 35,128 -20,110 -36%
WAP
78
Wealthcare Advisory Partners
Pennsylvania
$796K 35,022 +17,463 +99%
FAM
79
Flaharty Asset Management
Florida
$793K 34,900 +34,900 New
CAL
80
Capital Analysts LLC
Pennsylvania
$783K 34,427 +4,529 +15%
WA
81
WESPAC Advisors
California
$781K 34,355 +4,251 +14%
IWP
82
Insight Wealth Partners
Texas
$774K 34,056 -1,999 -6%
SWM
83
Segment Wealth Management
Texas
$770K 33,883 +7,750 +30%
LFG
84
Larson Financial Group
Missouri
$685K 30,137 +25,445 +542%
Brown Advisory
85
Brown Advisory
Maryland
$676K 29,728 +8,912 +43%
ACM
86
AlphaStar Capital Management
North Carolina
$637K 28,011 +765 +3%
RSA
87
River Street Advisors
Illinois
$631K 27,756 +12,604 +83%
EWM
88
Empirical Wealth Management
Washington
$626K 27,543 +149 +0.5%
AWS
89
Atria Wealth Solutions
New York
$593K 26,101 +4,748 +22%
VAMG
90
Voisard Asset Management Group
Michigan
$583K 25,661 +25,661 New
SRC
91
Shufro Rose & Co
New York
$580K 25,800 – –
FFS
92
Founders Financial Securities
Maryland
$563K 24,788 -2,100 -8%
KAS
93
Kestra Advisory Services
Texas
$554K 24,353 +11,563 +90%
SPIA
94
Steward Partners Investment Advisory
New York
$505K 22,225 +644 +3%
TC
95
Trilogy Capital
California
$504K 22,159 +22,159 New
MA
96
MONECO Advisors
Connecticut
$493K 21,669 +1,689 +8%
BWM
97
BCS Wealth Management
Tennessee
$491K 21,606 +339 +2%
SI
98
Stephens Inc
Arkansas
$479K 21,090 +2,374 +13%
KOC
99
Koss-Olinger Consulting
Florida
$465K 20,458 +6,062 +42%
SPWM
100
Straight Path Wealth Management
Michigan
$449K 19,770 +94 +0.5%
2 3
4
5 6