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Invesco BulletShares 2025 High Yield Corporate Bond ETF
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Overview Fund Activity

186 hedge funds and large institutions have $587M invested in Invesco BulletShares 2025 High Yield Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 91 increasing their positions, 42 reducing their positions, and 6 closing their positions.

Holders
186
Holders Change
+26
Holders Change %
+16.25%
% of All Funds
2.71%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
34
Increased
91
Reduced
42
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$58.6M
2
MIFH
2
Migdal Insurance & Financial Holdings
Israel
$12.4M
3
MCP
3
Mirador Capital Partners
California
$34.4M
4
SIAS
4
Summit Investment Advisory Services
Minnesota
$8.42M
5
OMC
5
Old Mission Capital
Illinois
$10.2M

Top Sellers

1
CCG
1
Chatham Capital Group
Georgia
$0
2
Legacy Financial Group (Iowa)
2
Legacy Financial Group (Iowa)
Iowa
$7.82M
3
ATPW
3
Ashton Thomas Private Wealth
Arizona
$2.09M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$11.6M
5
RSWM
5
Robertson Stephens Wealth Management
California
$385K
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$58.6M 2,556,040 +724,635 +40%
MCP
2
Mirador Capital Partners
California
$34.4M 1,501,560 +428,240 +40%
LPL Financial
3
LPL Financial
California
$29.6M 1,293,247 +163,000 +14%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$27.9M 1,215,835 +133,123 +12%
Morgan Stanley
5
Morgan Stanley
New York
$25.3M 1,102,194 +84,878 +8%
Wells Fargo
6
Wells Fargo
California
$25M 1,091,281 +50,662 +5%
SFG
7
Sterling Financial Group
California
$18M 785,314 +7,031 +0.9%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$17.8M 778,499 +104,285 +15%
OPAM
9
Ocean Park Asset Management
California
$15.8M 691,600 – –
RJFSA
10
Raymond James Financial Services Advisors
Florida
$13.1M 572,967 +99,576 +21%
Bank of America
11
Bank of America
North Carolina
$13M 566,759 +60,206 +12%
MIFH
12
Migdal Insurance & Financial Holdings
Israel
$12.4M 539,540 +499,330 +1,242%
Osaic Holdings
13
Osaic Holdings
Arizona
$11.6M 504,840 -88,894 -15%
CAPTRUST Financial Advisors
14
CAPTRUST Financial Advisors
North Carolina
$11.2M 487,649 +77,483 +19%
OMC
15
Old Mission Capital
Illinois
$10.2M 444,318 +361,853 +439%
IF
16
Ironwood Financial
Arizona
$9.55M 416,655 +11,882 +3%
UCFA
17
United Capital Financial Advisors
Texas
$9.04M 394,433 +5,471 +1%
CFO
18
Collective Family Office
Pennsylvania
$8.9M 388,513 +217,348 +127%
IWC
19
Integrated Wealth Concepts
Massachusetts
$8.87M 387,186 -39,664 -9%
SIAS
20
Summit Investment Advisory Services
Minnesota
$8.42M 367,700 +367,700 New
KAS
21
Kestra Advisory Services
Texas
$7.83M 341,854 +261,235 +324%
Legacy Financial Group (Iowa)
22
Legacy Financial Group (Iowa)
Iowa
$7.82M 341,145 -287,329 -46%
Mercer Global Advisors
23
Mercer Global Advisors
Colorado
$7.47M 325,971 +53,421 +20%
AA
24
Advisory Alpha
Michigan
$7.02M 306,348 +21,703 +8%
IF
25
Intrua Financial
Texas
$6.38M 278,508 -43,418 -13%
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