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Invesco BulletShares 2025 High Yield Corporate Bond ETF

132 hedge funds and large institutions have $871M invested in Invesco BulletShares 2025 High Yield Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 56 increasing their positions, 48 reducing their positions, and 12 closing their positions.

Holders
132
Holders Change
+2
Holders Change %
+1.54%
% of All Funds
2.08%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.09%
New
14
Increased
56
Reduced
48
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AFIMH
1
American Family Insurance Mutual Holding
Wisconsin
$576M 25,522,000 +25,522,000 New
Wells Fargo
2
Wells Fargo
California
$20.2M 894,576 +98,192 +12%
UBS Group
3
UBS Group
Switzerland
$18.5M 821,431 -25,782 -3%
Morgan Stanley
4
Morgan Stanley
New York
$15M 663,374 -53,774 -7%
LPL Financial
5
LPL Financial
California
$13.1M 582,577 +89,009 +18%
Legacy Financial Group (Iowa)
6
Legacy Financial Group (Iowa)
Iowa
$12.7M 563,372 +23,171 +4%
SFG
7
Sterling Financial Group
California
$12.4M 548,274 +548,274 New
IWC
8
Integrated Wealth Concepts
Massachusetts
$12.1M 536,296 -161,877 -23%
IF
9
Ironwood Financial
Arizona
$11M 486,826 +32,876 +7%
CA
10
Cetera Advisors
Colorado
$11M 486,031 +144,933 +42%
Osaic Holdings
11
Osaic Holdings
Arizona
$9.89M 438,522 +94,678 +28%
Bank of America
12
Bank of America
North Carolina
$8.99M 398,680 -19,194 -5%
SIC
13
SFE Investment Counsel
California
$6.88M 305,225 -451 -0.1%
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$6.44M 285,577 +37,762 +15%
CCG
15
Chatham Capital Group
Georgia
$5.58M 247,470 +46,625 +23%
Mercer Global Advisors
16
Mercer Global Advisors
Colorado
$5.28M 234,051 +56,661 +32%
SEEDPG
17
S.E.E.D. Planning Group
New York
$5.13M 227,427 +6,490 +3%
DP
18
Denver PWM
Colorado
$4.95M 220,093 +6,225 +3%
AA
19
Advisory Alpha
Michigan
$4.48M 198,803 +27,888 +16%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$3.72M 164,885 -42,614 -21%
PAG
21
Private Advisor Group
New Jersey
$3.72M 164,754 +50,926 +45%
RSWM
22
Robertson Stephens Wealth Management
California
$3.62M 160,652 +1,765 +1%
IWM
23
IHT Wealth Management
Illinois
$3.58M 158,792 -6,317 -4%
BAM
24
Banta Asset Management
California
$3.46M 153,650 +62,375 +68%
PFS
25
Prospera Financial Services
Texas
$3.41M 151,357 -1,969 -1%