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Invesco BulletShares 2025 High Yield Corporate Bond ETF
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Overview Fund Activity

181 hedge funds and large institutions have $574M invested in Invesco BulletShares 2025 High Yield Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 68 increasing their positions, 73 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
181
Holders Change
-4
Holders Change %
-2.16%
% 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
15
Increased
68
Reduced
73
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MAM
Milestone Asset Management
Pennsylvania
$29.8M
2
Raymond James Financial
Raymond James Financial
Florida
$15.8M
3
LPL Financial
LPL Financial
California
$44.8M
4
AA
Advisory Alpha
Michigan
$10.3M
5
AFA
AA Financial Advisors
Ohio
$8.14M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$17.3M
2
Bank of America
Bank of America
North Carolina
$6.92M
3
MCP
Mirador Capital Partners
California
$52.5M
4
VAM
Verity Asset Management
North Carolina
$7.2M
5
OIA
OneDigital Investment Advisors
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
126
Bank of Montreal
Ontario, Canada
$363K +$363K +15,750 New
Citadel Advisors
127
Citadel Advisors
Florida
$352K -$269K -11,671 -43%
Susquehanna International Group
128
Susquehanna International Group
Pennsylvania
$349K +$349K +15,143 New
MWP
129
Meriwether Wealth & Planning
Louisiana
$348K +$81.7K +3,546 +31%
NWAG
130
Net Worth Advisory Group
Utah
$337K +$16.4K +713 +5%
AFP
131
Ausdal Financial Partners
Iowa
$331K +$331K +14,374 New
TCM
132
Tassel Capital Management
North Carolina
$323K -$83.3K -3,614 -20%
MWA
133
Meridian Wealth Advisors
Texas
$320K – – –
SWP
134
Stratos Wealth Partners
Ohio
$317K -$50.4K -2,188 -14%
WA
135
Wealthstar Advisors
Texas
$309K -$85.8K -3,724 -22%
AWA
136
Arete Wealth Advisors
Illinois
$303K -$24.6K -1,065 -7%
BW
137
BXM Wealth
Colorado
$296K +$369 +16 +0.1%
OMC
138
Old Mission Capital
Illinois
$283K +$77.4K +3,360 +38%
SNWA
139
Siligmueller & Norvid Wealth Advisors
Illinois
$279K – – –
Creative Planning
140
Creative Planning
Kansas
$263K +$263K +11,395 New
FAG
141
Fortitude Advisory Group
Washington
$261K – – –
TF
142
Trek Financial
Arizona
$257K +$7.47K +324 +3%
OPA
143
Old Port Advisors
Maine
$251K +$251K +10,900 New
OC
144
Oppenheimer & Co
New York
$233K +$2.35K +102 +1%
AUB
145
Atlantic Union Bankshares
Virginia
$220K +$220K +9,561 New
MPW
146
Monterey Private Wealth
California
$212K +$2.93K +127 +1%
TT
147
TI-Trust
Illinois
$209K – – –
CFD
148
Creative Financial Designs
Indiana
$202K +$1.06K +46 +0.5%
TWC
149
TD Waterhouse Canada
Ontario, Canada
$188K -$200K -8,700 -52%
CA
150
CoreCap Advisors
Michigan
$159K – – –
4 5
6
7 8