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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 %
MWM
151
MorganRosel Wealth Management
Colorado
$128K +$128K +5,568 New
Comerica Bank
152
Comerica Bank
Texas
$120K +$43.8K +1,900 +58%
Carson Wealth (CWM LLC)
153
Carson Wealth (CWM LLC)
Nebraska
$106K +$50K +2,165 +89%
PTC
154
Private Trust Company
Ohio
$99.1K +$115 +5 +0.1%
ACA
155
Aptus Capital Advisors
Alabama
$97.7K +$10.9K +473 +13%
Northwestern Mutual Wealth Management
156
Northwestern Mutual Wealth Management
Wisconsin
$90.3K – – –
PA
157
Parallel Advisors
California
$63.5K – – –
GWANC
158
Guardian Wealth Advisors (North Carolina)
North Carolina
$47.2K +$10.4K +453 +28%
RMP
159
Richards, Merrill & Peterson
Washington
$42.3K – – –
ATS
160
Ashton Thomas Securities
New York
$39.6K -$553 -24 -1%
AP
161
Atwood & Palmer
Missouri
$35.7K – – –
AA
162
Ancora Advisors
Ohio
$34.8K – – –
TWM
163
Topsail Wealth Management
North Carolina
$34.6K – – –
FFA
164
Farther Finance Advisors
California
$29.6K -$33.2K -1,438 -53%
OSNBOA
165
Old Second National Bank of Aurora
Illinois
$25K – – –
PS
166
Principal Securities
Iowa
$24.8K – – –
MCM
167
MAI Capital Management
Ohio
$22.7K +$22.7K +986 New
AWM
168
AE Wealth Management
Kansas
$15.4K -$18.4K -799 -54%
SVWA
169
Sarver Vrooman Wealth Advisors
Missouri
$14.3K +$14.3K +622 New
CIAS
170
CBIZ Investment Advisory Services
Ohio
$11.2K +$138 +6 +1%
AP
171
Aspect Partners
Virginia
$6.57K – – –
EB
172
Eastern Bank
Massachusetts
$5.76K – – –
WWM
173
Wolff Wiese Magana
California
$4.03K – – –
SIC
174
SJS Investment Consulting
Ohio
$3.83K – – –
SIS
175
Sound Income Strategies
Florida
$2.39K -$4.7K -203 -66%
4 5 6
7
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