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Invesco BulletShares 2025 High Yield Corporate Bond ETF
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Overview Fund Activity

160 hedge funds and large institutions have $515M invested in Invesco BulletShares 2025 High Yield Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 79 increasing their positions, 35 reducing their positions, and 11 closing their positions.

Holders
160
Holders Change
+10
Holders Change %
+6.67%
% of All Funds
2.32%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
24
Increased
79
Reduced
35
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$42M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$24.8M
3
Legacy Financial Group (Iowa)
3
Legacy Financial Group (Iowa)
Iowa
$14.4M
4
CA
4
Cetera Advisors
Colorado
$21.8M
5
SFG
5
Sterling Financial Group
California
$17.9M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$0
2
Jane Street
2
Jane Street
New York
$1.53M
3
Morgan Stanley
3
Morgan Stanley
New York
$23.3M
4
PAG
4
Private Advisor Group
New Jersey
$2.86M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$4.35M
Name Market Value Shares Shares
Change 		Shares
Change %
GWM
101
Geneos Wealth Management
Colorado
$541K 23,552 +9,730 +70%
Thrivent Financial for Lutherans
102
Thrivent Financial for Lutherans
Minnesota
$536K 23,344 +23,344 New
SPIA
103
Steward Partners Investment Advisory
New York
$510K 22,225 – –
AAS
104
Avantax Advisory Services
Texas
$496K 21,618 +4,111 +23%
BWM
105
BCS Wealth Management
Tennessee
$496K 21,606 – –
SI
106
Stephens Inc
Arkansas
$475K 20,707 -383 -2%
4FG
107
4Thought Financial Group
New York
$456K 19,875 +1,896 +11%
MOS
108
MGO One Seven
Ohio
$456K 19,872 +4,173 +27%
PAG
109
Private Advisory Group
Washington
$444K 19,354 +564 +3%
QCIG
110
Quad-Cities Investment Group
Iowa
$424K 18,469 +389 +2%
WA
111
Wealthstar Advisors
Texas
$421K 18,351 -78 -0.4%
RA
112
RFG Advisory
Alabama
$419K 18,267 +7,740 +74%
AF
113
Allworth Financial
California
$385K 16,781 +6 +0%
SPWM
114
Straight Path Wealth Management
Michigan
$374K 16,315 -3,455 -17%
CPRC
115
Consolidated Portfolio Review Corp
New York
$366K 15,936 +1,109 +7%
PI
116
PFG Investments
New York
$366K 15,936 +15,936 New
CAC
117
Certified Advisory Corp
Florida
$343K 14,940 +1,661 +13%
FTUS
118
Flow Traders U.S.
New York
$320K 13,942 +13,942 New
MWA
119
Meridian Wealth Advisors
Texas
$319K 13,902 – –
HWAM
120
Hennion & Walsh Asset Management
New Jersey
$304K 13,256 -2,146 -14%
AWA
121
Arete Wealth Advisors
Illinois
$273K 11,875 +11,875 New
MA
122
MONECO Advisors
Connecticut
$267K 11,625 -10,044 -46%
SWP
123
Stratos Wealth Partners
Ohio
$263K 11,441 +786 +7%
FAG
124
Fortitude Advisory Group
Washington
$260K 11,338 – –
FIM
125
Freedom Investment Management
Connecticut
$234K 10,204 -996 -9%
3 4
5
6 7