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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 %
MWA
126
Meridian Wealth Advisors
Texas
$321K 13,902 – –
AWA
127
Arete Wealth Advisors
Illinois
$318K 13,774 +1,065 +8%
NWAG
128
Net Worth Advisory Group
Utah
$308K 13,341 +13,341 New
TWC
129
TD Waterhouse Canada
Ontario, Canada
$292K 12,650 +4,700 +59%
FFS
130
Founders Financial Securities
Maryland
$290K 12,550 – –
MA
131
Mutual Advisors
Nebraska
$287K 12,414 -5,949 -32%
SIMC
132
Squire Investment Management Company
Utah
$269K 11,656 +11,656 New
FAG
133
Fortitude Advisory Group
Washington
$262K 11,338 – –
BBW
134
Blue Barn Wealth
Utah
$262K 11,327 +2,372 +26%
HFS
135
Horizon Financial Services
North Carolina
$253K 10,949 +4,847 +79%
TF
136
Trek Financial
Arizona
$250K 10,816 +963 +10%
OC
137
Oppenheimer & Co
New York
$229K 9,915 +167 +2%
FIM
138
Freedom Investment Management
Connecticut
$224K 9,692 -223 -2%
BCI
139
Brinker Capital Investments
Pennsylvania
$222K 9,594 -181 -2%
OPS
140
Orion Portfolio Solutions
Nebraska
$222K 9,594 -181 -2%
TT
141
TI-Trust
Illinois
$209K 9,060 – –
CFD
142
Creative Financial Designs
Indiana
$200K 8,650 +8,650 New
AWA
143
Alaska Wealth Advisors
Alaska
$199K 8,613 +193 +2%
GI
144
GAMMA Investing
California
$199K 8,592 -1,073 -11%
FFA
145
Farther Finance Advisors
California
$176K 7,613 -496 -6%
CA
146
CoreCap Advisors
Michigan
$159K 6,892 – –
RWM
147
Reston Wealth Management
Virginia
$154K 6,676 +6,676 New
AP
148
Atwood & Palmer
Missouri
$142K 6,150 – –
APCM
149
Alaska Permanent Capital Management
Alaska
$119K 5,142 -5,011 -49%
PTC
150
Private Trust Company
Ohio
$111K 4,793 -14 -0.3%
4 5
6
7 8