We are live on ! Find out more
GTO icon

Invesco Total Return Bond ETF

134 hedge funds and large institutions have $642M invested in Invesco Total Return Bond ETF in 2022 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 48 increasing their positions, 54 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 12

33% more funds holding in top 10

Funds holding in top 10: 912 (+3)

9% more funds holding

Funds holding: 123134 (+11)

1.39% more ownership

Funds ownership: 61.61%63% (+1.4%)

4% less capital invested

Capital invested by funds: $670M → $642M (-$27.3M)

11% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 54

Holders
134
Holders Change
+11
Holders Change %
+8.94%
% of All Funds
2.11%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.19%
New
25
Increased
48
Reduced
54
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
26
Truist Financial
North Carolina
$6.17M -$1.79M -33,112 -22%
IWC
27
Integrated Wealth Concepts
Massachusetts
$5.75M +$1.3M +24,129 +28%
IWP
28
IAG Wealth Partners
Wisconsin
$5.38M -$18.3K -340 -0.3%
Bank of America
29
Bank of America
North Carolina
$5.34M -$4.28M -79,369 -44%
FFG
30
Fortem Financial Group
California
$5.23M +$5.38M +99,667 New
EH
31
Equitable Holdings
New York
$5.18M -$432K -7,998 -7%
SCA
32
Snowden Capital Advisors
New York
$5.12M +$1.79M +33,155 +51%
CA
33
Cetera Advisors
Colorado
$4.93M -$1.73M -32,102 -25%
CWM
34
Capital Wealth Management
Rhode Island
$4.4M +$394K +7,296 +10%
JCA
35
January Capital Advisors
California
$4.11M +$4.61M +85,347 New
MBTD
36
Mechanics Bank - Trust Department
California
$3.83M +$560K +10,370 +17%
IWP
37
Insight Wealth Partners
Texas
$3.74M -$19M -351,536 -83%
MAG
38
MRA Advisory Group
New Jersey
$3.38M +$492K +9,113 +16%
KAS
39
Kestra Advisory Services
Texas
$3.26M +$44.6K +826 +1%
GLA
40
Good Life Advisors
Pennsylvania
$3.12M +$205K +3,798 +7%
FFN
41
Focus Financial Network
Minnesota
$2.87M +$2.95M +54,752 New
VC
42
Vicus Capital
Pennsylvania
$2.84M -$62.3K -1,155 -2%
MA
43
MJP Associates
Connecticut
$2.73M -$61.8K -1,145 -2%
SDWMA
44
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.67M +$193K +3,574 +8%
Renaissance Technologies
45
Renaissance Technologies
New York
$2.64M +$2.71M +50,300 New
AAS
46
Avantax Advisory Services
Texas
$2.5M +$2.08M +38,515 +420%
Citadel Advisors
47
Citadel Advisors
Florida
$2.23M -$2.06M -38,208 -47%
QA
48
Quantitative Advantage
Minnesota
$2.03M +$82.3K +1,525 +4%
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
$1.99M +$1.77M +32,869 +640%
HIP
50
HUB Investment Partners
Texas
$1.97M +$256K +4,735 +14%