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Invesco Total Return Bond ETF

44 hedge funds and large institutions have $130M invested in Invesco Total Return Bond ETF in 2019 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 22 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 3

340% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 5

140% more capital invested

Capital invested by funds: $54.1M → $130M (+$75.7M)

33% more funds holding

Funds holding: 3344 (+11)

15.61% more ownership

Funds ownership: 47.49%63.1% (+16%)

Holders
44
Holders Change
+11
Holders Change %
+33.33%
% of All Funds
0.87%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
22
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WSTAM
26
Wilbanks Smith & Thomas Asset Management
Virginia
$639K +$19.7K +362 +3%
FAAS
27
First Allied Advisory Services
California
$628K -$45.1K -831 -7%
CA
28
Calton & Associates
Florida
$564K +$565K +10,406 New
MML Investors Services
29
MML Investors Services
Massachusetts
$553K +$56.3K +1,036 +11%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$406K +$46.7K +860 +13%
GWM
31
Geneos Wealth Management
Colorado
$373K +$125K +2,300 +50%
UBS Group
32
UBS Group
Switzerland
$368K +$41.8K +769 +13%
HFS
33
Howard Financial Services
Texas
$343K +$344K +6,335 New
TI
34
tru Independence
Oregon
$279K +$285K +5,257 New
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$228K -$5.16K -95 -2%
CWM
36
Capital Wealth Management
Rhode Island
$209K +$210K +3,870 New
RG
37
Retirement Group
California
$161K +$162K +2,978 New
SIA
38
SeaBridge Investment Advisors
New Jersey
$143K
APA
39
American Portfolios Advisors
New York
$133K +$96.5K +1,777 +259%
NFG
40
Next Financial Group
Texas
$98K +$98K +1,804 New
Citigroup
41
Citigroup
New York
$73K
AIM
42
Anchor Investment Management
South Carolina
$50.5K +$2.5K +46 +5%
LS
43
Leelyn Smith
Illinois
$116 +$116K +2,137 New
Citadel Advisors
44
Citadel Advisors
Florida
-$1.69M -31,097 Closed
PAG
45
Private Advisor Group
New Jersey
-$204K -3,757 Closed
Wells Fargo
46
Wells Fargo
California
+$54 +1 +100%