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Invesco BulletShares 2025 High Yield Corporate Bond ETF
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Overview Fund Activity

185 hedge funds and large institutions have $582M invested in Invesco BulletShares 2025 High Yield Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 90 increasing their positions, 53 reducing their positions, and 14 closing their positions.

Holders
185
Holders Change
+7
Holders Change %
+3.93%
% 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
24
Increased
90
Reduced
53
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$10.6M
2
SIA
2
Summit Investment Advisors
Maryland
$10.5M
3
ATPW
3
Ashton Thomas Private Wealth
Arizona
$9.21M
4
MAM
4
Milestone Asset Management
Pennsylvania
$6.27M
5
LPL Financial
5
LPL Financial
California
$42.7M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$11.5M
2
SFG
2
Sterling Financial Group
California
$1.94M
3
MCP
3
Mirador Capital Partners
California
$57.4M
4
KAS
4
Kestra Advisory Services
Texas
$3.69M
5
PAS
5
Park Avenue Securities
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MCP
1
Mirador Capital Partners
California
$57.4M 2,489,747 -309,980 -11%
LPL Financial
2
LPL Financial
California
$42.7M 1,851,243 +220,251 +14%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$30.8M 1,334,596 +59,561 +5%
Morgan Stanley
4
Morgan Stanley
New York
$25.8M 1,117,475 +25,918 +2%
Wells Fargo
5
Wells Fargo
California
$23.9M 1,036,439 -7,392 -0.7%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$22.4M 970,893 +136,544 +16%
CFO
7
Collective Family Office
Pennsylvania
$15M 649,883 +28,116 +5%
DIM
8
Delta Investment Management
California
$14.8M 639,633 -112,796 -15%
MIFH
9
Migdal Insurance & Financial Holdings
Israel
$13M 563,517 +4,381 +0.8%
Bank of America
10
Bank of America
North Carolina
$12.5M 540,448 +38,531 +8%
UCFA
11
United Capital Financial Advisors
Texas
$12.1M 523,113 +139,950 +37%
UBS Group
12
UBS Group
Switzerland
$11.5M 497,017 -1,491,132 -75%
Raymond James Financial
13
Raymond James Financial
Florida
$10.6M 461,029 +461,029 New
IF
14
Ironwood Financial
Arizona
$10.6M 458,538 +3,268 +0.7%
SIA
15
Summit Investment Advisors
Maryland
$10.5M 455,235 +455,235 New
VAM
16
Verity Asset Management
North Carolina
$10.3M 464,251 +84,841 +22%
IWC
17
Integrated Wealth Concepts
Massachusetts
$9.4M 407,607 -4,688 -1%
Osaic Holdings
18
Osaic Holdings
Arizona
$9.26M 401,240 +91,343 +29%
ATPW
19
Ashton Thomas Private Wealth
Arizona
$9.21M 399,229 +311,386 +354%
AA
20
Advisory Alpha
Michigan
$8.7M 377,301 +35,339 +10%
Mercer Global Advisors
21
Mercer Global Advisors
Colorado
$8.31M 360,059 -14,492 -4%
AFA
22
AA Financial Advisors
Ohio
$6.77M 293,665 +72,659 +33%
SP
23
Stablepoint Partners
Massachusetts
$6.46M 279,967 +6,354 +2%
MAM
24
Milestone Asset Management
Pennsylvania
$6.27M 271,658 +271,658 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$6.22M 269,627 +6,720 +3%
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