We are live on ! Find out more
GTO icon

Invesco Total Return Bond ETF

108 hedge funds and large institutions have $588M invested in Invesco Total Return Bond ETF in 2021 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 62 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 23

70% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 10

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

18% more capital invested

Capital invested by funds: $499M → $588M (+$89M)

5% more funds holding

Funds holding: 103108 (+5)

1.97% less ownership

Funds ownership: 63.88%61.91% (-2%)

Holders
108
Holders Change
+5
Holders Change %
+4.85%
% of All Funds
1.89%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.19%
New
17
Increased
62
Reduced
23
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
26
Brookstone Capital Management
Illinois
$4.38M +$4.44M +77,316 New
PAG
27
Private Advisor Group
New Jersey
$4.25M +$1.69M +29,450 +65%
Citadel Advisors
28
Citadel Advisors
Florida
$4.2M +$3.19M +55,614 +305%
CWM
29
Capital Wealth Management
Rhode Island
$3.95M +$774K +13,491 +24%
Jane Street
30
Jane Street
New York
$3.74M +$2.54M +44,199 +204%
KAS
31
Kestra Advisory Services
Texas
$3.51M +$163K +2,847 +5%
VC
32
Vicus Capital
Pennsylvania
$3.25M -$32.5K -567 -1%
GM
33
GeoWealth Management
Illinois
$3.25M +$3.28M +57,155 New
IWC
34
Integrated Wealth Concepts
Massachusetts
$3.14M +$3.17M +55,310 New
WAP
35
Wealthcare Advisory Partners
Pennsylvania
$3.13M +$914K +15,942 +41%
MAG
36
MRA Advisory Group
New Jersey
$3.1M -$523K -9,120 -14%
GLA
37
Good Life Advisors
Pennsylvania
$2.95M +$301K +5,249 +11%
HAS
38
HBW Advisory Services
California
$2.82M +$83.3K +1,452 +3%
JSL
39
JT Stratford LLC
Georgia
$2.78M +$358K +6,234 +15%
MA
40
MJP Associates
Connecticut
$2.57M -$102K -1,781 -4%
MML Investors Services
41
MML Investors Services
Massachusetts
$2.49M +$308K +5,373 +14%
SDWMA
42
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.46M +$122K +2,128 +5%
HI
43
Harbour Investments
Wisconsin
$2.41M +$350K +6,110 +17%
QA
44
Quantitative Advantage
Minnesota
$2.21M -$204K -3,551 -8%
Qube Research & Technologies (QRT)
45
Qube Research & Technologies (QRT)
United Kingdom
$2.15M +$1.6M +27,858 +279%
VA
46
Valmark Advisers
Ohio
$1.94M -$879K -15,319 -31%
BBA
47
Braun-Bostich & Associates
Pennsylvania
$1.94M -$18.6K -324 -0.9%
IA
48
IFP Advisors
Florida
$1.85M +$332K +5,788 +22%
CRCM
49
Corbett Road Capital Management
Virginia
$1.76M +$13.5K +236 +0.8%
VCM
50
Virtue Capital Management
Tennessee
$1.69M +$1.71M +29,730 New