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Invesco BulletShares 2025 High Yield Corporate Bond ETF
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Overview Fund Activity

185 hedge funds and large institutions have $582M invested in Invesco BulletShares 2025 High Yield Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 90 increasing their positions, 53 reducing their positions, and 14 closing their positions.

Holders
185
Holders Change
+7
Holders Change %
+3.93%
% of All Funds
2.46%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
24
Increased
90
Reduced
53
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$10.6M
2
SIA
2
Summit Investment Advisors
Maryland
$10.5M
3
ATPW
3
Ashton Thomas Private Wealth
Arizona
$9.21M
4
MAM
4
Milestone Asset Management
Pennsylvania
$6.27M
5
LPL Financial
5
LPL Financial
California
$42.7M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$11.5M
2
SFG
2
Sterling Financial Group
California
$1.94M
3
MCP
3
Mirador Capital Partners
California
$57.4M
4
KAS
4
Kestra Advisory Services
Texas
$3.69M
5
PAS
5
Park Avenue Securities
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
KOC
126
Koss-Olinger Consulting
Florida
$400K 17,339 +275 +2%
WA
127
Wealthstar Advisors
Texas
$395K 17,127 +17,127 New
WA
128
WESPAC Advisors
California
$389K 16,868 +1,415 +9%
TWC
129
TD Waterhouse Canada
Ontario, Canada
$389K 16,850 +4,200 +33%
SWP
130
Stratos Wealth Partners
Ohio
$368K 15,949 +1,278 +9%
ACA
131
American Capital Advisory
Idaho
$365K 15,820 +1,143 +8%
AWA
132
Arete Wealth Advisors
Illinois
$328K 14,206 +432 +3%
NWAG
133
Net Worth Advisory Group
Utah
$321K 13,908 +567 +4%
MWA
134
Meridian Wealth Advisors
Texas
$321K 13,902 – –
HF
135
HRT Financial
New York
$313K 13,574 +13,574 New
CIC
136
Carnegie Investment Counsel
Ohio
$299K 12,950 -41,200 -76%
BW
137
BXM Wealth
Colorado
$296K 12,815 +12,815 New
HFS
138
Horizon Financial Services
North Carolina
$295K 12,785 +1,836 +17%
SNWA
139
Siligmueller & Norvid Wealth Advisors
Illinois
$279K 12,100 +12,100 New
RSWM
140
Robertson Stephens Wealth Management
California
$275K 11,926 -2,295 -16%
MWP
141
Meriwether Wealth & Planning
Louisiana
$266K 11,544 +11,544 New
FAG
142
Fortitude Advisory Group
Washington
$262K 11,338 – –
TF
143
Trek Financial
Arizona
$250K 10,816 – –
OC
144
Oppenheimer & Co
New York
$231K 10,007 +92 +0.9%
FFS
145
Founders Financial Securities
Maryland
$230K 9,960 -2,590 -21%
MPW
146
Monterey Private Wealth
California
$209K 9,080 +9,080 New
TT
147
TI-Trust
Illinois
$209K 9,060 – –
OMC
148
Old Mission Capital
Illinois
$206K 8,932 +8,932 New
CFD
149
Creative Financial Designs
Indiana
$201K 8,700 +50 +0.6%
VWA
150
VSM Wealth Advisory
Maryland
$165K 7,138 +7,138 New
4 5
6
7 8