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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.
New
Increased
Maintained
Reduced
Closed
32% more repeat investments, than reductions
Existing positions increased: 74 | Existing positions reduced: 56
28% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 18
9% more funds holding in top 10
Funds holding in top 10: 11 → 12 (+1)
3% more funds holding
Funds holding: 163 → 168 (+5)
3% more capital invested
Capital invested by funds: $1.17B → $1.2B (+$31.2M)
8.62% less ownership
Funds ownership: 96.8% → 88.18% (-8.6%)
Holders
168
Holders Change
+5
Holders Change %
+3.07%
% of All Funds
2.42%
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
–
Top Buyers
| 1 |
T
Tidemark
San Diego,
California
|
+$15.2M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$11.9M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$9.9M |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
+$7.96M |
| 5 |
FD
Financial Designs
Claremont,
California
|
+$6.93M |
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$70.9M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$19.4M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$16.9M |
| 4 |
LPL Financial
San Diego,
California
|
-$15M |
| 5 |
NFA
Northwest Financial Advisors
Herndon,
Virginia
|
-$13.7M |
