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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 %
WMWM
76
Wilkins Miller Wealth Management
Alabama
$1.3M 56,296 +56,296 New
HIP
77
HUB Investment Partners
Texas
$1.28M 55,286 -1,075 -2%
NRI
78
NFP Retirement Inc
California
$1.26M 54,620 +174 +0.3%
KFI
79
Key Financial Inc
Pennsylvania
$1.25M 54,261 +9,052 +20%
FFS
80
Flavin Financial Services
Florida
$1.2M 52,145 +52,145 New
SS
81
Sound Stewardship
Kansas
$1.16M 50,233 +782 +2%
AF
82
Allworth Financial
California
$1.1M 47,783 +31,977 +202%
Wealth Enhancement Advisory Services
83
Wealth Enhancement Advisory Services
Minnesota
$1.08M 46,791 +5,635 +14%
JWCA
84
J.W. Cole Advisors
Florida
$998K 43,266 +18,984 +78%
Janney Montgomery Scott
85
Janney Montgomery Scott
Pennsylvania
$959K 41,589 -3,602 -8%
BA
86
Ballew Advisors
Mississippi
$951K 41,184 +58 +0.1%
ACM
87
Altrius Capital Management
North Carolina
$882K 38,251 -1,498 -4%
CFS
88
CRA Financial Services
New Jersey
$868K 37,617 +4,005 +12%
BCM
89
Brookstone Capital Management
Illinois
$850K 36,856 +989 +3%
FAM
90
Flaharty Asset Management
Florida
$805K 34,900 – –
IWP
91
Insight Wealth Partners
Texas
$805K 34,896 +1,338 +4%
BWM
92
BCS Wealth Management
Tennessee
$787K 34,104 +9,078 +36%
MTWM
93
Masso Torrence Wealth Management
New Jersey
$786K 34,082 -1,720 -5%
SI
94
Stephens Inc
Arkansas
$782K 33,889 +1,208 +4%
AAS
95
Avantax Advisory Services
Texas
$780K 33,823 +4,699 +16%
DAS
96
Diversify Advisory Services
Utah
$779K 33,754 -1,723 -5%
GI
97
Gradient Investments
Minnesota
$763K 33,067 -3,495 -10%
Brown Advisory
98
Brown Advisory
Maryland
$752K 32,592 +2,864 +10%
TC
99
TFR Capital
Texas
$746K 32,328 +32,328 New
GWM
100
Geneos Wealth Management
Colorado
$739K 32,050 +350 +1%
2 3
4
5 6