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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 %
SS
76
Sound Stewardship
Kansas
$1.14M 49,451 +1,199 +2%
KFI
77
Key Financial Inc
Pennsylvania
$1.05M 45,209 +7,585 +20%
Janney Montgomery Scott
78
Janney Montgomery Scott
Pennsylvania
$1.05M 45,191 -879 -2%
Jones Financial Companies
79
Jones Financial Companies
Missouri
$991K 42,889 +23,509 +121%
SWM
80
Segment Wealth Management
Texas
$968K 41,863 -12,420 -23%
Wealth Enhancement Advisory Services
81
Wealth Enhancement Advisory Services
Minnesota
$952K 41,156 +31,262 +316%
BA
82
Ballew Advisors
Mississippi
$950K 41,126 +146 +0.4%
OIA
83
OneDigital Investment Advisors
Kansas
$944K 40,846 +100 +0.2%
ACM
84
Altrius Capital Management
North Carolina
$919K 39,749 -1,985 -5%
GI
85
Gradient Investments
Minnesota
$845K 36,562 -3,696 -9%
BCM
86
Brookstone Capital Management
Illinois
$829K 35,867 +908 +3%
MTWM
87
Masso Torrence Wealth Management
New Jersey
$828K 35,802 -7,595 -18%
DAS
88
Diversify Advisory Services
Utah
$819K 35,477 -338 -0.9%
FAM
89
Flaharty Asset Management
Florida
$807K 34,900 – –
CFS
90
CRA Financial Services
New Jersey
$777K 33,612 +13,775 +69%
IWP
91
Insight Wealth Partners
Texas
$776K 33,558 – –
SI
92
Stephens Inc
Arkansas
$756K 32,681 +11,619 +55%
WWM
93
Western Wealth Management
Colorado
$751K 32,481 -23,650 -42%
Lido Advisors
94
Lido Advisors
California
$740K 32,018 +32,018 New
GWM
95
Geneos Wealth Management
Colorado
$733K 31,700 +6,345 +25%
Brown Advisory
96
Brown Advisory
Maryland
$687K 29,728 – –
EWM
97
Empirical Wealth Management
Washington
$686K 29,650 +203 +0.7%
TC
98
Trilogy Capital
California
$677K 29,264 – –
AAS
99
Avantax Advisory Services
Texas
$673K 29,124 +2,819 +11%
VAMG
100
Voisard Asset Management Group
Michigan
$658K 28,451 +16 +0.1%
2 3
4
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