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Invesco Total Return Bond ETF

168 hedge funds and large institutions have $1.2B invested in Invesco Total Return Bond ETF in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 74 increasing their positions, 56 reducing their positions, and 18 closing their positions.

Holders
168
Holders Change
+5
Holders Change %
+3.07%
% of All Funds
2.44%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.17%
New
23
Increased
74
Reduced
56
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Invesco
26
Invesco
Georgia
$9.44M +$44K +940 +0.5%
Truist Financial
27
Truist Financial
North Carolina
$9.27M +$7.98M +170,374 +614%
PAG
28
Private Advisor Group
New Jersey
$8.53M -$1.01M -21,651 -11%
SDWMA
29
Schneider Downs Wealth Management Advisors
Pennsylvania
$8.11M +$715K +15,282 +10%
Wealth Enhancement Advisory Services
30
Wealth Enhancement Advisory Services
Minnesota
$8.01M -$879K -18,785 -10%
SCA
31
Snowden Capital Advisors
New York
$7.23M +$618K +13,201 +9%
MFG
32
Merit Financial Group
Georgia
$7.09M +$830K +17,976 +13%
FD
33
Financial Designs
California
$6.94M +$6.94M +148,330 New
Envestnet Portfolio Solutions
34
Envestnet Portfolio Solutions
Illinois
$6.47M +$2.29M +48,836 +55%
WIA
35
World Investment Advisors
California
$6.35M +$1.46M +31,184 +30%
CW
36
Channel Wealth
California
$6.19M +$1.6M +34,149 +35%
RIA
37
Regal Investment Advisors
Michigan
$5.74M +$5.74M +122,617 New
Mercer Global Advisors
38
Mercer Global Advisors
Colorado
$5.57M -$745K -15,923 -12%
IWC
39
Integrated Wealth Concepts
Massachusetts
$5.47M -$796K -17,002 -13%
SA
40
Stewardship Advisors
Pennsylvania
$5.36M +$5.36M +114,461 New
GLA
41
Good Life Advisors
Pennsylvania
$5.33M +$757K +16,182 +17%
MBTD
42
Mechanics Bank - Trust Department
California
$5.26M -$757K -16,169 -13%
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$5.18M +$3.87M +82,600 +295%
IWP
44
IAG Wealth Partners
Wisconsin
$4.39M +$3.23K +69 +0.1%
RJA
45
Raymond James & Associates
Florida
$4.38M +$561K +11,977 +15%
MML Investors Services
46
MML Investors Services
Massachusetts
$4.14M +$677K +14,474 +20%
IWP
47
Insight Wealth Partners
Texas
$3.96M +$732K +15,632 +23%
LA
48
LexAurum Advisors
Kansas
$3.8M +$389K +8,300 +11%
FHA
49
Flagship Harbor Advisors
Massachusetts
$3.61M +$34.1K +728 +1%
Wells Fargo
50
Wells Fargo
California
$3.37M +$2.96M +63,261 +733%