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Invesco Total Return Bond ETF

177 hedge funds and large institutions have $1.55B invested in Invesco Total Return Bond ETF in 2024 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 88 increasing their positions, 47 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 13

87% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 47

34% more capital invested

Capital invested by funds: $1.15B → $1.55B (+$397M)

15% more funds holding in top 10

Funds holding in top 10: 1315 (+2)

6% more funds holding

Funds holding: 167177 (+10)

2.83% more ownership

Funds ownership: 86.83%89.66% (+2.8%)

Holders
177
Holders Change
+10
Holders Change %
+5.99%
% of All Funds
2.54%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.22%
New
25
Increased
88
Reduced
47
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JSW
26
Journey Strategic Wealth
New Jersey
$13M +$12.8M +268,850 New
KFP
27
KMG Fiduciary Partners
Ohio
$12.6M +$1.57M +32,878 +14%
BFP
28
Beacon Financial Planning
Massachusetts
$12.4M -$300K -6,284 -2%
APW
29
Acima Private Wealth
Virginia
$12.4M +$374K +7,856 +3%
Wells Fargo
30
Wells Fargo
California
$11.4M +$2.02M +42,371 +22%
SA
31
Stewardship Advisors
Pennsylvania
$11.1M +$5.27M +110,484 +92%
Truist Financial
32
Truist Financial
North Carolina
$10M +$214K +4,488 +2%
SCA
33
Snowden Capital Advisors
New York
$9.48M +$1.4M +29,434 +18%
CW
34
Channel Wealth
California
$9.23M +$2.13M +44,644 +30%
Envestnet Portfolio Solutions
35
Envestnet Portfolio Solutions
Illinois
$8.4M +$671K +14,087 +9%
WIA
36
World Investment Advisors
California
$7.95M +$986K +20,680 +14%
MFG
37
Merit Financial Group
Georgia
$7.57M -$86.7K -1,818 -1%
SW
38
Simplicity Wealth
New Jersey
$7.32M +$3.09M +64,882 +75%
FD
39
Financial Designs
California
$7.19M -$113K -2,368 -2%
RIA
40
Regal Investment Advisors
Michigan
$6.76M +$320K +6,723 +5%
MML Investors Services
41
MML Investors Services
Massachusetts
$6.61M +$1.5M +31,401 +30%
PA
42
PFG Advisors
Arizona
$6.59M +$774K +16,248 +14%
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$6.44M +$650K +13,635 +11%
KAS
44
Kestra Advisory Services
Texas
$6.34M +$4.27M +89,512 +215%
IWC
45
Integrated Wealth Concepts
Massachusetts
$6.33M +$2.32M +48,580 +59%
Wealth Enhancement Advisory Services
46
Wealth Enhancement Advisory Services
Minnesota
$5.77M -$62.5K -1,312 -1%
RJA
47
Raymond James & Associates
Florida
$5.23M +$791K +16,593 +18%
JP Morgan Chase
48
JP Morgan Chase
New York
$5.17M +$2.31M +48,462 +83%
NA
49
NewEdge Advisors
Louisiana
$5.13M -$2.8M -58,830 -36%
ACA
50
American Capital Advisory
Idaho
$4.99M +$4.81M +100,871 +4,048%