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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
VAM
101
Verity Asset Management
North Carolina
$444K +$444K +19,545 New
Legacy Financial Group (Iowa)
102
Legacy Financial Group (Iowa)
Iowa
$428K -$13M -571,851 -97%
PAG
103
Private Advisory Group
Washington
$427K +$7.23K +318 +2%
Comerica Bank
104
Comerica Bank
Texas
$420K -$9.84K -433 -2%
WA
105
Wealthstar Advisors
Texas
$419K +$22.8K +1,001 +6%
QCIG
106
Quad-Cities Investment Group
Iowa
$412K +$16.1K +707 +4%
4FG
107
4Thought Financial Group
New York
$409K +$45K +1,978 +12%
IA
108
IFG Advisory
Georgia
$402K +$402K +17,669 New
AAS
109
Avantax Advisory Services
Texas
$398K +$26.9K +1,182 +7%
CP
110
Camelot Portfolios
Ohio
$395K +$133K +5,855 +51%
AF
111
Allworth Financial
California
$381K -$8.91K -392 -2%
MOS
112
MGO One Seven
Ohio
$357K +$101K +4,456 +40%
HWAM
113
Hennion & Walsh Asset Management
New Jersey
$350K -$227K -9,997 -39%
CPRC
114
Consolidated Portfolio Review Corp
New York
$337K +$25.5K +1,123 +8%
ACA
115
American Capital Advisory
Idaho
$329K +$329K +14,456 New
MWA
116
Meridian Wealth Advisors
Texas
$316K – – –
GWM
117
Geneos Wealth Management
Colorado
$314K +$116K +5,122 +59%
KFI
118
Key Financial Inc
Pennsylvania
$309K +$115K +5,065 +59%
CAC
119
Certified Advisory Corp
Florida
$302K -$1K -44 -0.3%
FAG
120
Fortitude Advisory Group
Washington
$258K – – –
AFA
121
AA Financial Advisors
Ohio
$256K +$256K +11,265 New
FIM
122
Freedom Investment Management
Connecticut
$255K -$14.1K -620 -5%
GFG
123
Goldstone Financial Group
Illinois
$253K -$7.16K -315 -3%
SWP
124
Stratos Wealth Partners
Ohio
$242K +$1.82K +80 +0.8%
RA
125
RFG Advisory
Alabama
$239K +$239K +10,527 New
3 4
5
6 7