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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 26 funds opening new positions, 87 increasing their positions, 47 reducing their positions, and 13 closing their positions.

Holders
177
Holders Change
+11
Holders Change %
+6.63%
% of All Funds
2.56%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.2%
New
26
Increased
87
Reduced
47
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
JSW
26
Journey Strategic Wealth
New Jersey
$13M 268,850 +268,850 New
KFP
27
KMG Fiduciary Partners
Ohio
$12.6M 260,281 +32,878 +14%
BFP
28
Beacon Financial Planning
Massachusetts
$12.4M 256,782 -6,284 -2%
APW
29
Acima Private Wealth
Virginia
$12.4M 256,612 +7,856 +3%
Wells Fargo
30
Wells Fargo
California
$11.4M 236,444 +42,371 +22%
SA
31
Stewardship Advisors
Pennsylvania
$11.1M 230,143 +110,484 +92%
Truist Financial
32
Truist Financial
North Carolina
$10M 207,390 +4,488 +2%
SCA
33
Snowden Capital Advisors
New York
$9.48M 196,192 +29,434 +18%
CW
34
Channel Wealth
California
$9.23M 191,177 +44,644 +30%
Envestnet Portfolio Solutions
35
Envestnet Portfolio Solutions
Illinois
$8.4M 173,854 +14,087 +9%
WIA
36
World Investment Advisors
California
$7.95M 164,622 +20,680 +14%
MFG
37
Merit Financial Group
Georgia
$7.57M 156,761 -1,818 -1%
SW
38
Simplicity Wealth
New Jersey
$7.32M 151,550 +64,882 +75%
FD
39
Financial Designs
California
$7.19M 148,878 -2,368 -2%
RIA
40
Regal Investment Advisors
Michigan
$6.76M 139,917 +6,723 +5%
MML Investors Services
41
MML Investors Services
Massachusetts
$6.61M 136,806 +31,401 +30%
PA
42
PFG Advisors
Arizona
$6.59M 136,447 +16,248 +14%
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$6.44M 133,386 +13,635 +11%
KAS
44
Kestra Advisory Services
Texas
$6.34M 131,188 +89,512 +215%
IWC
45
Integrated Wealth Concepts
Massachusetts
$6.33M 131,103 +48,580 +59%
Wealth Enhancement Advisory Services
46
Wealth Enhancement Advisory Services
Minnesota
$5.77M 119,523 -1,312 -1%
RJA
47
Raymond James & Associates
Florida
$5.23M 108,289 +16,593 +18%
JPMorgan Chase & Co
48
JPMorgan Chase & Co
New York
$5.17M 106,943 +48,462 +83%
NA
49
NewEdge Advisors
Louisiana
$5.13M 106,121 -58,830 -36%
ACA
50
American Capital Advisory
Idaho
$4.99M 103,363 +100,871 +4,048%