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Invesco Total Return Bond ETF

167 hedge funds and large institutions have $1.15B invested in Invesco Total Return Bond ETF in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 69 increasing their positions, 68 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 14

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

1% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 68

1% less funds holding

Funds holding: 168167 (-1)

4% less capital invested

Capital invested by funds: $1.2B → $1.15B (-$50M)

1.34% less ownership

Funds ownership: 88.18%86.83% (-1.3%)

Holders
167
Holders Change
-1
Holders Change %
-0.6%
% of All Funds
2.41%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.19%
New
17
Increased
69
Reduced
68
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
26
Wells Fargo
California
$9M +$5.65M +122,180 +170%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$8.84M -$4.15M -89,841 -32%
SCA
28
Snowden Capital Advisors
New York
$7.73M +$567K +12,254 +8%
NA
29
NewEdge Advisors
Louisiana
$7.65M +$5.44M +117,756 +250%
Envestnet Portfolio Solutions
30
Envestnet Portfolio Solutions
Illinois
$7.41M +$996K +21,533 +16%
MFG
31
Merit Financial Group
Georgia
$7.35M +$224K +4,848 +3%
GM
32
GeoWealth Management
Illinois
$7.33M -$24.2M -522,523 -77%
GLA
33
Good Life Advisors
Pennsylvania
$7.07M +$1.79M +38,674 +34%
FD
34
Financial Designs
California
$7.01M +$135K +2,916 +2%
CW
35
Channel Wealth
California
$6.79M +$661K +14,300 +11%
WIA
36
World Investment Advisors
California
$6.67M +$381K +8,234 +6%
RIA
37
Regal Investment Advisors
Michigan
$6.17M +$489K +10,577 +9%
PAG
38
Private Advisor Group
New Jersey
$6.1M -$2.35M -50,793 -28%
Wealth Enhancement Advisory Services
39
Wealth Enhancement Advisory Services
Minnesota
$5.6M -$2.32M -50,206 -29%
PA
40
PFG Advisors
Arizona
$5.57M +$3.96M +85,660 +248%
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$5.55M +$423K +9,159 +8%
SA
42
Stewardship Advisors
Pennsylvania
$5.55M +$240K +5,198 +5%
MML Investors Services
43
MML Investors Services
Massachusetts
$4.89M +$783K +16,932 +19%
MBTD
44
Mechanics Bank - Trust Department
California
$4.45M -$760K -16,436 -15%
IWP
45
IAG Wealth Partners
Wisconsin
$4.32M -$21.9K -473 -0.5%
LA
46
LexAurum Advisors
Kansas
$4.32M +$555K +11,996 +15%
RJA
47
Raymond James & Associates
Florida
$4.25M -$86K -1,861 -2%
SW
48
Simplicity Wealth
New Jersey
$4.02M +$2.92M +63,152 +269%
IWP
49
Insight Wealth Partners
Texas
$3.89M -$29.5K -639 -0.8%
IWC
50
Integrated Wealth Concepts
Massachusetts
$3.83M -$1.59M -34,362 -29%