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Invesco Total Return Bond ETF

132 hedge funds and large institutions have $532M invested in Invesco Total Return Bond ETF in 2022 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 34 increasing their positions, 64 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.89% more ownership

Funds ownership: 63%63.89% (+0.89%)

9% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 23

1% less funds holding

Funds holding: 134132 (-2)

17% less capital invested

Capital invested by funds: $642M → $532M (-$110M)

42% less funds holding in top 10

Funds holding in top 10: 127 (-5)

47% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 64

Holders
132
Holders Change
-2
Holders Change %
-1.49%
% of All Funds
2.22%
Holding in Top 10
7
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-41.67%
% of All Funds
0.12%
New
21
Increased
34
Reduced
64
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
26
Avantax Advisory Services
Texas
$5.65M +$3.47M +69,722 +146%
Bank of America
27
Bank of America
North Carolina
$5.12M +$225K +4,527 +4%
SCA
28
Snowden Capital Advisors
New York
$5.04M +$352K +7,073 +7%
VC
29
Vicus Capital
Pennsylvania
$4.83M +$2.3M +46,165 +85%
IWP
30
IAG Wealth Partners
Wisconsin
$4.69M -$258K -5,178 -5%
PAG
31
Private Advisor Group
New Jersey
$4.6M -$6.56M -131,746 -58%
JCA
32
January Capital Advisors
California
$4.11M
Lido Advisors
33
Lido Advisors
California
$4.07M +$4.21M +84,580 New
SCP
34
Shorepoint Capital Partners
Massachusetts
$4.03M +$4.16M +83,611 New
CWM
35
Capital Wealth Management
Rhode Island
$3.8M -$252K -5,054 -6%
IWP
36
Insight Wealth Partners
Texas
$3.41M -$18.6K -374 -0.5%
GLA
37
Good Life Advisors
Pennsylvania
$3.12M +$261K +5,236 +9%
CA
38
Cetera Advisors
Colorado
$2.81M -$1.78M -35,778 -38%
EH
39
Equitable Holdings
New York
$2.78M -$2.04M -40,974 -41%
AWA
40
Arete Wealth Advisors
Illinois
$2.66M +$2.75M +55,280 New
FFN
41
Focus Financial Network
Minnesota
$2.64M -$149 -3 -0%
SDWMA
42
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.58M +$132K +2,648 +5%
KWM
43
KerberRose Wealth Management
Wisconsin
$2.38M +$2.46M +49,424 New
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$2.02M +$193K +3,869 +10%
HIP
45
HUB Investment Partners
Texas
$1.98M +$185K +3,707 +10%
AF
46
Allworth Financial
California
$1.93M +$303K +6,093 +18%
FFG
47
Fortem Financial Group
California
$1.87M -$3.03M -60,888 -61%
AWA
48
Alta Wealth Advisors
Massachusetts
$1.86M +$150K +3,018 +8%
PFA
49
Pathway Financial Advisors
Vermont
$1.71M +$1.41M +28,414 +401%
QA
50
Quantitative Advantage
Minnesota
$1.69M -$178K -3,583 -9%