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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 %
SRC
101
Shufro Rose & Co
New York
$651K 28,434 – –
HI
102
Harbour Investments
Wisconsin
$633K 27,400 +27,272 +21,306%
IF
103
IRON Financial
Illinois
$588K 25,414 -10,463 -29%
ACM
104
AlphaStar Capital Management
North Carolina
$584K 25,275 +1,022 +4%
BWM
105
BCS Wealth Management
Tennessee
$579K 25,026 +2,388 +11%
JWCA
106
J.W. Cole Advisors
Florida
$561K 24,282 +12,832 +112%
Carson Wealth (CWM LLC)
107
Carson Wealth (CWM LLC)
Nebraska
$532K 22,992 -112,371 -83%
RA
108
RFG Advisory
Alabama
$516K 22,317 +2,450 +12%
SPIA
109
Steward Partners Investment Advisory
New York
$515K 22,280 -30,834 -58%
4FG
110
4Thought Financial Group
New York
$504K 21,819 -50 -0.2%
PAG
111
Private Advisory Group
Washington
$502K 21,710 -699 -3%
MOS
112
MGO One Seven
Ohio
$483K 20,881 +1,009 +5%
LFG
113
Larson Financial Group
Missouri
$465K 20,113 +4,719 +31%
QCIG
114
Quad-Cities Investment Group
Iowa
$447K 19,335 +651 +3%
SPWM
115
Straight Path Wealth Management
Michigan
$428K 18,506 +103 +0.6%
CPRC
116
Consolidated Portfolio Review Corp
New York
$427K 18,479 +855 +5%
CAC
117
Certified Advisory Corp
Florida
$400K 17,312 +1,313 +8%
KOC
118
Koss-Olinger Consulting
Florida
$395K 17,064 +559 +3%
FIA
119
Foundations Investment Advisors
Arizona
$376K 16,247 +3,346 +26%
AF
120
Allworth Financial
California
$365K 15,806 +3 +0%
WA
121
WESPAC Advisors
California
$357K 15,453 – –
DP
122
Denver PWM
Colorado
$343K 14,848 -14,173 -49%
ACA
123
American Capital Advisory
Idaho
$339K 14,677 +221 +2%
SWP
124
Stratos Wealth Partners
Ohio
$339K 14,671 +2,100 +17%
RSWM
125
Robertson Stephens Wealth Management
California
$329K 14,221 -2,589 -15%
3 4
5
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