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Invesco Total Return Bond ETF

103 hedge funds and large institutions have $499M invested in Invesco Total Return Bond ETF in 2021 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 47 increasing their positions, 21 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 12

124% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 21

20% more capital invested

Capital invested by funds: $417M → $499M (+$82M)

16% more funds holding

Funds holding: 89103 (+14)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

5.19% less ownership

Funds ownership: 69.06%63.88% (-5.2%)

Holders
103
Holders Change
+14
Holders Change %
+15.73%
% of All Funds
1.79%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.14%
New
28
Increased
47
Reduced
21
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NA
26
NewEdge Advisors
Louisiana
$3.44M +$1.08M +19,016 +46%
KAS
27
Kestra Advisory Services
Texas
$3.37M +$385K +6,802 +13%
VC
28
Vicus Capital
Pennsylvania
$3.3M +$3.27M +57,822 New
CWM
29
Capital Wealth Management
Rhode Island
$3.2M +$1.74M +30,680 +121%
VA
30
Valmark Advisers
Ohio
$2.82M +$2.8M +49,461 New
HAS
31
HBW Advisory Services
California
$2.75M +$349K +6,155 +15%
MA
32
MJP Associates
Connecticut
$2.68M +$74.8K +1,321 +3%
GLA
33
Good Life Advisors
Pennsylvania
$2.66M +$282K +4,983 +12%
PAG
34
Private Advisor Group
New Jersey
$2.59M +$291K +5,130 +13%
JSL
35
JT Stratford LLC
Georgia
$2.44M +$243K +4,286 +11%
QA
36
Quantitative Advantage
Minnesota
$2.42M -$518K -9,143 -18%
SDWMA
37
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.35M +$159K +2,799 +7%
WAP
38
Wealthcare Advisory Partners
Pennsylvania
$2.24M +$727K +12,840 +49%
MML Investors Services
39
MML Investors Services
Massachusetts
$2.19M +$542K +9,575 +33%
HI
40
Harbour Investments
Wisconsin
$2.08M +$399K +7,041 +24%
RJT
41
Raymond James Trust
Florida
$2.03M +$2.02M +35,627 New
BBA
42
Braun-Bostich & Associates
Pennsylvania
$1.97M -$741K -13,084 -28%
CCFM
43
Clear Creek Financial Management
Washington
$1.86M +$1.85M +32,601 New
CRCM
44
Corbett Road Capital Management
Virginia
$1.76M -$339K -5,990 -16%
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$1.65M +$74.9K +1,323 +5%
FTUS
46
Flow Traders U.S.
New York
$1.54M +$1.53M +27,062 New
IA
47
IFP Advisors
Florida
$1.53M +$271K +4,792 +22%
PA
48
PFG Advisors
Arizona
$1.5M +$119K +2,109 +9%
BFEC
49
Benjamin F. Edwards & Company
Missouri
$1.45M +$195K +3,446 +16%
CAN
50
Cetera Advisor Networks
California
$1.43M +$1.42M +25,035 New