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Invesco Total Return Bond ETF

163 hedge funds and large institutions have $1.17B invested in Invesco Total Return Bond ETF in 2023 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 64 increasing their positions, 50 reducing their positions, and 9 closing their positions.

Holders
163
Holders Change
+26
Holders Change %
+18.98%
% of All Funds
2.39%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.16%
New
36
Increased
64
Reduced
50
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Invesco
26
Invesco
Georgia
$9.48M 200,728 +8 +0%
Wealth Enhancement Advisory Services
27
Wealth Enhancement Advisory Services
Minnesota
$8.97M 189,826 +5,603 +3%
SDWMA
28
Schneider Downs Wealth Management Advisors
Pennsylvania
$7.46M 157,894 +79,877 +102%
KFP
29
KMG Fiduciary Partners
Ohio
$6.71M 141,956 +5,189 +4%
SCA
30
Snowden Capital Advisors
New York
$6.68M 141,303 -13,985 -9%
MFG
31
Merit Financial Group
Georgia
$6.41M 135,755 +135,755 New
Mercer Global Advisors
32
Mercer Global Advisors
Colorado
$6.37M 134,848 -64,877 -32%
IWC
33
Integrated Wealth Concepts
Massachusetts
$6.32M 133,887 -274,281 -67%
MBTD
34
Mechanics Bank - Trust Department
California
$6.07M 128,514 -15,825 -11%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$4.94M 104,593 -28,180 -21%
WIA
36
World Investment Advisors
California
$4.94M 104,524 +68,320 +189%
CW
37
Channel Wealth
California
$4.63M 98,084 -2,263 -2%
GLA
38
Good Life Advisors
Pennsylvania
$4.62M 97,702 +2,389 +3%
IWP
39
IAG Wealth Partners
Wisconsin
$4.43M 93,690 -13,176 -12%
Envestnet Portfolio Solutions
40
Envestnet Portfolio Solutions
Illinois
$4.22M 89,398 +72,042 +415%
RJA
41
Raymond James & Associates
Florida
$3.85M 81,580 -2,076 -2%
FHA
42
Flagship Harbor Advisors
Massachusetts
$3.61M 76,371 +273 +0.4%
MML Investors Services
43
MML Investors Services
Massachusetts
$3.5M 73,999 +5,843 +9%
LA
44
LexAurum Advisors
Kansas
$3.44M 72,841 +1,052 +1%
AAS
45
Avantax Advisory Services
Texas
$3.39M 71,844 +28,683 +66%
DC
46
Destiny Capital
Colorado
$3.37M 71,313 +71,313 New
IWP
47
Insight Wealth Partners
Texas
$3.25M 68,862 +1,680 +3%
CAPTRUST Financial Advisors
48
CAPTRUST Financial Advisors
North Carolina
$3.17M 67,177 -18,706 -22%
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$2.91M 61,602 -2,330 -4%
HW
50
Hedeker Wealth
Illinois
$2.75M 58,175 +1,682 +3%