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Invesco Total Return Bond ETF

123 hedge funds and large institutions have $670M invested in Invesco Total Return Bond ETF in 2021 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 50 increasing their positions, 35 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 13

43% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 35

14% more funds holding

Funds holding: 108123 (+15)

14% more capital invested

Capital invested by funds: $588M → $670M (+$81.6M)

0.3% less ownership

Funds ownership: 61.91%61.61% (-0.3%)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

Holders
123
Holders Change
+15
Holders Change %
+13.89%
% of All Funds
1.89%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.14%
New
30
Increased
50
Reduced
35
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OC
26
Oppenheimer & Co
New York
$7.49M +$7.51M +132,838 New
CA
27
Cetera Advisors
Colorado
$7.11M -$1.55M -27,511 -18%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$6.05M +$648K +11,472 +12%
EH
29
Equitable Holdings
New York
$6.02M +$144K +2,553 +2%
IWP
30
IAG Wealth Partners
Wisconsin
$5.8M +$578K +10,235 +11%
IWC
31
Integrated Wealth Concepts
Massachusetts
$4.82M +$1.71M +30,230 +55%
Citadel Advisors
32
Citadel Advisors
Florida
$4.55M +$393K +6,947 +9%
CWM
33
Capital Wealth Management
Rhode Island
$4.32M +$398K +7,047 +10%
BCM
34
Brookstone Capital Management
Illinois
$4.25M -$40.3K -713 -0.9%
SCA
35
Snowden Capital Advisors
New York
$3.63M -$857K -15,169 -19%
GWA
36
GGM Wealth Advisors
Maryland
$3.61M -$2.03M -35,910 -36%
MBTD
37
Mechanics Bank - Trust Department
California
$3.53M +$1.97M +34,830 +125%
KAS
38
Kestra Advisory Services
Texas
$3.46M -$31K -549 -0.9%
GLA
39
Good Life Advisors
Pennsylvania
$3.14M +$217K +3,845 +7%
MAG
40
MRA Advisory Group
New Jersey
$3.12M +$43.6K +771 +1%
VC
41
Vicus Capital
Pennsylvania
$3.04M -$115K -2,032 -4%
MA
42
MJP Associates
Connecticut
$2.97M +$449K +7,939 +18%
JSL
43
JT Stratford LLC
Georgia
$2.93M +$171K +3,032 +6%
HAS
44
HBW Advisory Services
California
$2.83M +$35.4K +627 +1%
SDWMA
45
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.67M +$229K +4,051 +9%
MML Investors Services
46
MML Investors Services
Massachusetts
$2.63M +$166K +2,942 +7%
HI
47
Harbour Investments
Wisconsin
$2.37M -$27.6K -489 -1%
VA
48
Valmark Advisers
Ohio
$2.33M +$408K +7,224 +21%
QA
49
Quantitative Advantage
Minnesota
$2.1M -$93.2K -1,650 -4%
DAS
50
Dynamic Advisor Solutions
Arizona
$2.09M +$714K +12,636 +52%