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Invesco Total Return Bond ETF

89 hedge funds and large institutions have $417M invested in Invesco Total Return Bond ETF in 2021 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 41 increasing their positions, 26 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 26

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

37% more capital invested

Capital invested by funds: $305M → $417M (+$112M)

12.76% more ownership

Funds ownership: 56.3%69.06% (+13%)

3% more funds holding

Funds holding: 8689 (+3)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

Holders
89
Holders Change
+3
Holders Change %
+3.49%
% of All Funds
1.56%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
12
Increased
41
Reduced
26
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
26
Snowden Capital Advisors
New York
$3.34M +$321K +5,652 +10%
KAS
27
Kestra Advisory Services
Texas
$2.92M +$204K +3,590 +7%
QA
28
Quantitative Advantage
Minnesota
$2.89M +$624K +10,986 +27%
BBA
29
Braun-Bostich & Associates
Pennsylvania
$2.66M +$162K +2,852 +6%
MA
30
MJP Associates
Connecticut
$2.56M -$366K -6,444 -12%
HAS
31
HBW Advisory Services
California
$2.35M -$114K -2,012 -5%
GLA
32
Good Life Advisors
Pennsylvania
$2.34M +$561K +9,875 +31%
NA
33
NewEdge Advisors
Louisiana
$2.31M +$567K +9,981 +32%
PAG
34
Private Advisor Group
New Jersey
$2.25M +$2.29M +40,220 New
JSL
35
JT Stratford LLC
Georgia
$2.15M +$130K +2,296 +6%
SDWMA
36
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.15M +$186K +3,266 +9%
CRCM
37
Corbett Road Capital Management
Virginia
$2.06M -$2.23M -39,238 -52%
RJFSA
38
Raymond James Financial Services Advisors
Florida
$1.98M -$1.42M -24,928 -41%
HI
39
Harbour Investments
Wisconsin
$1.64M +$1.67M +29,343 New
MML Investors Services
40
MML Investors Services
Massachusetts
$1.62M +$458K +8,063 +39%
CAL
41
Capital Analysts LLC
Pennsylvania
$1.61M -$418K -7,361 -20%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$1.54M -$1.27M -22,324 -45%
WAP
43
Wealthcare Advisory Partners
Pennsylvania
$1.48M +$1.5M +26,407 New
CWM
44
Capital Wealth Management
Rhode Island
$1.42M +$332K +5,843 +30%
PA
45
PFG Advisors
Arizona
$1.35M +$272K +4,781 +25%
NFG
46
Nations Financial Group
Iowa
$1.34M -$135K -2,374 -9%
CFG
47
Citizens Financial Group
Rhode Island
$1.27M -$112K -1,976 -8%
IA
48
IFP Advisors
Florida
$1.23M +$60.7K +1,068 +5%
BFEC
49
Benjamin F. Edwards & Company
Missouri
$1.23M +$3.18K +56 +0.3%
RG
50
Retirement Group
California
$1.22M +$344K +6,050 +38%