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Invesco BulletShares 2025 High Yield Corporate Bond ETF
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Overview Fund Activity

186 hedge funds and large institutions have $587M invested in Invesco BulletShares 2025 High Yield Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 91 increasing their positions, 42 reducing their positions, and 6 closing their positions.

Holders
186
Holders Change
+26
Holders Change %
+16.25%
% of All Funds
2.71%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
34
Increased
91
Reduced
42
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$58.6M
2
MIFH
2
Migdal Insurance & Financial Holdings
Israel
$12.4M
3
MCP
3
Mirador Capital Partners
California
$34.4M
4
SIAS
4
Summit Investment Advisory Services
Minnesota
$8.42M
5
OMC
5
Old Mission Capital
Illinois
$10.2M

Top Sellers

1
CCG
1
Chatham Capital Group
Georgia
$0
2
Legacy Financial Group (Iowa)
2
Legacy Financial Group (Iowa)
Iowa
$7.82M
3
ATPW
3
Ashton Thomas Private Wealth
Arizona
$2.09M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$11.6M
5
RSWM
5
Robertson Stephens Wealth Management
California
$385K
Name Market Value Shares Shares
Change 		Shares
Change %
SRC
101
Shufro Rose & Co
New York
$651K 28,434 +143 +0.5%
AAS
102
Avantax Advisory Services
Texas
$603K 26,305 +4,687 +22%
EH
103
Equitable Holdings
New York
$601K 26,215 -62,143 -70%
GWM
104
Geneos Wealth Management
Colorado
$581K 25,355 +1,803 +8%
ACM
105
AlphaStar Capital Management
North Carolina
$556K 24,253 -209 -0.9%
BWM
106
BCS Wealth Management
Tennessee
$519K 22,638 +1,032 +5%
PAG
107
Private Advisory Group
Washington
$513K 22,409 +3,055 +16%
US Bancorp
108
US Bancorp
Minnesota
$507K 22,123 +22,123 New
4FG
109
4Thought Financial Group
New York
$501K 21,869 +1,994 +10%
SI
110
Stephens Inc
Arkansas
$483K 21,062 +355 +2%
MOS
111
MGO One Seven
Ohio
$455K 19,872 – –
RA
112
RFG Advisory
Alabama
$455K 19,867 +1,600 +9%
CFS
113
CRA Financial Services
New Jersey
$454K 19,837 +19,837 New
Jones Financial Companies
114
Jones Financial Companies
Missouri
$444K 19,380 +15,451 +393%
QCIG
115
Quad-Cities Investment Group
Iowa
$428K 18,684 +215 +1%
MA
116
Mutual Advisors
Nebraska
$422K 18,363 +18,363 New
SPWM
117
Straight Path Wealth Management
Michigan
$422K 18,403 +2,088 +13%
CPRC
118
Consolidated Portfolio Review Corp
New York
$404K 17,624 +1,688 +11%
AI
119
Atria Investments
North Carolina
$400K 17,451 +17,451 New
RSWM
120
Robertson Stephens Wealth Management
California
$385K 16,810 -73,332 -81%
KOC
121
Koss-Olinger Consulting
Florida
$378K 16,505 +16,505 New
CAC
122
Certified Advisory Corp
Florida
$367K 15,999 +1,059 +7%
AF
123
Allworth Financial
California
$364K 15,803 -978 -6%
WA
124
WESPAC Advisors
California
$354K 15,453 -14,617 -49%
LFG
125
Larson Financial Group
Missouri
$353K 15,394 -11,012 -42%
3 4
5
6 7