BSJP icon

Invesco BulletShares 2025 High Yield Corporate Bond ETF

178 hedge funds and large institutions have $614M invested in Invesco BulletShares 2025 High Yield Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 92 increasing their positions, 51 reducing their positions, and 17 closing their positions.

Holders
178
Holders Change
-8
Holders Change %
-4.3%
% of All Funds
2.58%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
11
Increased
92
Reduced
51
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
MCP
1
Mirador Capital Partners
California
$64.7M 2,799,727 +1,298,167 +86%
UBS Group
2
UBS Group
Switzerland
$46M 1,988,149 -567,891 -22%
LPL Financial
3
LPL Financial
California
$37.7M 1,630,992 +337,745 +26%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$29.5M 1,275,035 +59,200 +5%
Morgan Stanley
5
Morgan Stanley
New York
$25.2M 1,091,557 -10,637 -1%
Wells Fargo
6
Wells Fargo
California
$24.1M 1,043,831 -47,450 -4%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$19.3M 834,349 +55,850 +7%
SFG
8
Sterling Financial Group
California
$18.2M 788,090 +2,776 +0.4%
DIM
9
Delta Investment Management
California
$17.4M 752,429 +529,590 +238%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$14.7M 636,981 +64,014 +11%
CFO
11
Collective Family Office
Pennsylvania
$14.4M 621,767 +233,254 +60%
MIFH
12
Migdal Insurance & Financial Holdings
Israel
$12.9M 559,136 +19,596 +4%
Bank of America
13
Bank of America
North Carolina
$11.6M 501,917 -64,842 -11%
IF
14
Ironwood Financial
Arizona
$10.5M 455,270 +38,615 +9%
IWC
15
Integrated Wealth Concepts
Massachusetts
$9.53M 412,295 +25,109 +6%
KAS
16
Kestra Advisory Services
Texas
$9.32M 403,103 +61,249 +18%
UCFA
17
United Capital Financial Advisors
Texas
$8.86M 383,163 -11,270 -3%
VAM
18
Verity Asset Management
North Carolina
$8.77M 379,410 +153,959 +68%
Mercer Global Advisors
19
Mercer Global Advisors
Colorado
$8.66M 374,551 +48,580 +15%
AA
20
Advisory Alpha
Michigan
$7.91M 341,962 +35,614 +12%
IWM
21
IHT Wealth Management
Illinois
$7.51M 324,903 +145,398 +81%
Osaic Holdings
22
Osaic Holdings
Arizona
$7.16M 309,897 -194,943 -39%
Legacy Financial Group (Iowa)
23
Legacy Financial Group (Iowa)
Iowa
$6.4M 277,019 -64,126 -19%
SP
24
Stablepoint Partners
Massachusetts
$6.33M 273,613 +20,017 +8%
IF
25
Intrua Financial
Texas
$6.21M 268,571 -9,937 -4%