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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 %
IBOK
176
Independence Bank of Kentucky
Kentucky
$2.35K – – –
CIBC Private Wealth Group
177
CIBC Private Wealth Group
Georgia
$2.27K +$2.27K +99 New
MFS
178
Mattson Financial Services
Michigan
$2.24K – – –
BNP Paribas Financial Markets
179
BNP Paribas Financial Markets
France
$1.27K -$115K -4,974 -99%
AF
180
Advisornet Financial
Minnesota
$622 – – –
Fidelity Investments
181
Fidelity Investments
Massachusetts
$138 +$138 +6 New
JPMorgan Chase & Co
182
JPMorgan Chase & Co
New York
$23 -$6.99K -303 Closed
OIA
183
OneDigital Investment Advisors
Kansas
– -$2.48M -107,681 Closed
IAA
184
Independent Advisor Alliance
North Carolina
– -$2.22M -96,224 Closed
LWL
185
Leo Wealth LLC
Texas
– -$2.16M -93,496 Closed
SFG
186
Sterling Financial Group
California
– -$1.94M -84,094 Closed
TC
187
Trilogy Capital
California
– -$540K -23,414 Closed
R
188
Rebalance
California
– -$528K -22,884 Closed
SIMC
189
Squire Investment Management Company
Utah
– -$400K -17,344 Closed
CIC
190
Carnegie Investment Counsel
Ohio
– -$299K -12,950 Closed
RSWM
191
Robertson Stephens Wealth Management
California
– -$275K -11,926 Closed
FFS
192
Founders Financial Securities
Maryland
– -$230K -9,960 Closed
VWA
193
VSM Wealth Advisory
Maryland
– -$165K -7,138 Closed
APCM
194
Alaska Permanent Capital Management
Alaska
– -$119K -5,142 Closed
AWM
195
Avior Wealth Management
Nebraska
– -$77.2K -3,346 Closed
PNC Financial Services Group
196
PNC Financial Services Group
Pennsylvania
– -$21.7K -939 Closed
DP
197
Denver PWM
Colorado
– -$19.3K -835 Closed
BF
198
BOK Financial
Oklahoma
– -$13K -564 Closed
AIM
199
Anchor Investment Management
South Carolina
– -$9.23K -400 Closed
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