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Invesco BulletShares 2025 High Yield Corporate Bond ETF

150 hedge funds and large institutions have $419M invested in Invesco BulletShares 2025 High Yield Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 75 increasing their positions, 38 reducing their positions, and 14 closing their positions.

Holders
150
Holders Change
+6
Holders Change %
+4.17%
% of All Funds
2.2%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
22
Increased
75
Reduced
38
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$29M 1,275,090 +594,491 +87%
Wells Fargo
2
Wells Fargo
California
$21.4M 939,589 +40,128 +4%
LPL Financial
3
LPL Financial
California
$21.2M 932,833 +222,355 +31%
MCP
4
Mirador Capital Partners
California
$21M 921,758 +883,616 +2,317%
Goldman Sachs
5
Goldman Sachs
New York
$17.1M 752,188 +752,188 New
CA
6
Cetera Advisors
Colorado
$16M 704,282 +145,808 +26%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$13.4M 588,861 +374,257 +174%
SFG
8
Sterling Financial Group
California
$13.2M 580,504 +12,712 +2%
OPAM
9
Ocean Park Asset Management
California
$12.5M 550,700
Osaic Holdings
10
Osaic Holdings
Arizona
$12M 529,113 -261,937 -33%
Bank of America
11
Bank of America
North Carolina
$11.9M 521,655 +53,637 +11%
IF
12
Ironwood Financial
Arizona
$10.6M 468,499 -29,090 -6%
IWC
13
Integrated Wealth Concepts
Massachusetts
$10.1M 444,046 -72,085 -14%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$8.91M 391,829 +319,253 +440%
UCFA
15
United Capital Financial Advisors
Texas
$8.89M 390,943 +381,954 +4,249%
Jane Street
16
Jane Street
New York
$8.5M 373,772 -93,885 -20%
UBS Group
17
UBS Group
Switzerland
$6.94M 305,150 -411,714 -57%
IF
18
Intrua Financial
Texas
$6.67M 293,311 +55,285 +23%
SIC
19
SFE Investment Counsel
California
$6.39M 281,300 -21,533 -7%
CAPTRUST Financial Advisors
20
CAPTRUST Financial Advisors
North Carolina
$6.19M 272,184 +272,184 New
CCG
21
Chatham Capital Group
Georgia
$6.12M 269,055 -5,245 -2%
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$5.95M 261,571 -25,638 -9%
PAG
23
Private Advisor Group
New Jersey
$5.88M 258,665 +55,824 +28%
AA
24
Advisory Alpha
Michigan
$5.44M 239,254 +11,875 +5%
Mercer Global Advisors
25
Mercer Global Advisors
Colorado
$4.77M 209,990 -40,567 -16%