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Invesco Total Return Bond ETF

129 hedge funds and large institutions have $542M invested in Invesco Total Return Bond ETF in 2022 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 53 increasing their positions, 49 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

13% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 15

5.91% more ownership

Funds ownership: 63.89%69.8% (+5.9%)

8% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 49

2% more capital invested

Capital invested by funds: $532M → $542M (+$10M)

2% less funds holding

Funds holding: 132129 (-3)

Holders
129
Holders Change
-3
Holders Change %
-2.27%
% of All Funds
2.22%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.14%
New
17
Increased
53
Reduced
49
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$5.77M -$385K -7,990 -6%
RPGK
27
Retirement Planning Group (Kansas)
Kansas
$5.53M +$4.77M +99,039 +447%
IWP
28
IAG Wealth Partners
Wisconsin
$5.4M +$1.01M +20,960 +22%
AAS
29
Avantax Advisory Services
Texas
$5.11M -$263K -5,461 -5%
SCA
30
Snowden Capital Advisors
New York
$4.78M +$15.5K +322 +0.3%
PAG
31
Private Advisor Group
New Jersey
$4.73M +$395K +8,208 +9%
KFP
32
KMG Fiduciary Partners
Ohio
$4.57M +$4.39M +91,212 +1,005%
Bank of America
33
Bank of America
North Carolina
$4.19M -$703K -14,599 -14%
VC
34
Vicus Capital
Pennsylvania
$3.98M -$624K -12,958 -13%
Lido Advisors
35
Lido Advisors
California
$3.65M -$223K -4,632 -5%
SWP
36
Stratos Wealth Partners
Ohio
$3.56M +$3.39M +70,298 +894%
IWP
37
Insight Wealth Partners
Texas
$3.54M +$327K +6,789 +10%
QA
38
Quantitative Advantage
Minnesota
$3.1M +$1.59M +32,925 +94%
GLA
39
Good Life Advisors
Pennsylvania
$3.04M +$91.9K +1,908 +3%
SDWMA
40
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.72M +$295K +6,117 +11%
AWA
41
Arete Wealth Advisors
Illinois
$2.66M +$151K +3,124 +6%
FFN
42
Focus Financial Network
Minnesota
$2.51M +$17.2K +357 +0.7%
Citadel Advisors
43
Citadel Advisors
Florida
$2.4M +$2.11M +43,716 +488%
BCM
44
Brookstone Capital Management
Illinois
$2.15M -$4.47M -92,829 -66%
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$2.08M +$182K +3,787 +9%
HIP
46
HUB Investment Partners
Texas
$2.07M +$202K +4,196 +10%
AWA
47
Alta Wealth Advisors
Massachusetts
$2.07M +$318K +6,590 +17%
HFS
48
Howard Financial Services
Texas
$1.97M +$1.86M +38,609 +856%
CA
49
Cetera Advisors
Colorado
$1.83M -$869K -18,045 -31%
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$1.69M +$556K +11,543 +45%