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Invesco Total Return Bond ETF

130 hedge funds and large institutions have $592M invested in Invesco Total Return Bond ETF in 2022 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 44 increasing their positions, 54 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 19

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

9% more capital invested

Capital invested by funds: $542M → $592M (+$50.2M)

4.43% more ownership

Funds ownership: 69.8%74.23% (+4.4%)

1% more funds holding

Funds holding: 129130 (+1)

19% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 54

Holders
130
Holders Change
+1
Holders Change %
+0.78%
% of All Funds
2.09%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.14%
New
23
Increased
44
Reduced
54
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCWA
26
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.61M +$5.55M +120,733 New
HFS
27
Howard Financial Services
Texas
$5.34M +$3.3M +71,688 +166%
KFP
28
KMG Fiduciary Partners
Ohio
$4.95M +$288K +6,262 +6%
IWP
29
IAG Wealth Partners
Wisconsin
$4.78M -$717K -15,595 -13%
DC
30
Destiny Capital
Colorado
$4.49M +$4.31M +93,773 New
IWP
31
Insight Wealth Partners
Texas
$4.48M +$857K +18,649 +24%
SCA
32
Snowden Capital Advisors
New York
$4.41M -$456K -9,926 -9%
RJA
33
Raymond James & Associates
Florida
$3.87M +$3.83M +83,295 New
LOIP
34
Live Oak Investment Partners
Texas
$3.71M
Lido Advisors
35
Lido Advisors
California
$3.54M -$173K -3,759 -5%
AAS
36
Avantax Advisory Services
Texas
$3.3M -$1.88M -40,900 -37%
GLA
37
Good Life Advisors
Pennsylvania
$3.28M +$180K +3,922 +6%
VC
38
Vicus Capital
Pennsylvania
$3.21M -$841K -18,292 -21%
FHA
39
Flagship Harbor Advisors
Massachusetts
$3.14M +$2.69M +58,545 +643%
SWP
40
Stratos Wealth Partners
Ohio
$2.94M -$685K -14,908 -19%
SDWMA
41
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.9M +$124K +2,691 +5%
BCM
42
Brookstone Capital Management
Illinois
$2.81M +$539K +11,729 +25%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$2.69M -$3.15M -68,532 -54%
LFA
44
LGT Financial Advisors
Texas
$2.67M +$2.64M +57,354 New
IA
45
IFP Advisors
Florida
$2.62M +$990K +21,522 +75%
Mariner
46
Mariner
Kansas
$2.54M +$2.51M +54,577 New
FFN
47
Focus Financial Network
Minnesota
$2.41M -$145K -3,149 -6%
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$2.38M +$653K +14,200 +38%
AWA
49
Alta Wealth Advisors
Massachusetts
$2.38M +$271K +5,905 +13%
SFWC
50
Strategic Family Wealth Counselors
New Jersey
$2.26M +$2.23M +48,569 New