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Invesco Total Return Bond ETF

186 hedge funds and large institutions have $1.6B invested in Invesco Total Return Bond ETF in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 90 increasing their positions, 55 reducing their positions, and 16 closing their positions.

Holders
186
Holders Change
+9
Holders Change %
+5.08%
% of All Funds
2.48%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.23%
New
27
Increased
90
Reduced
55
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JSW
26
Journey Strategic Wealth
New Jersey
$14.8M +$2.32M +49,927 +19%
Wells Fargo
27
Wells Fargo
California
$14.2M +$3.23M +69,540 +29%
APW
28
Acima Private Wealth
Virginia
$13M +$1.1M +23,810 +9%
KFP
29
KMG Fiduciary Partners
Ohio
$12.6M +$492K +10,605 +4%
RWA
30
Rooted Wealth Advisors
Illinois
$11.9M +$11.9M +256,547 New
BFP
31
Beacon Financial Planning
Massachusetts
$11.2M -$703K -15,147 -6%
SA
32
Stewardship Advisors
Pennsylvania
$10.9M +$244K +5,249 +2%
PBF
33
Petix & Botte Financial
California
$9.75M +$9.75M +210,096 New
Truist Financial
34
Truist Financial
North Carolina
$9.6M -$22.4K -482 -0.2%
Envestnet Portfolio Solutions
35
Envestnet Portfolio Solutions
Illinois
$9.33M +$1.27M +27,325 +16%
CW
36
Channel Wealth
California
$9.26M +$388K +8,362 +4%
SCA
37
Snowden Capital Advisors
New York
$9.25M +$151K +3,255 +2%
WIA
38
World Investment Advisors
California
$8.74M +$1.11M +23,840 +14%
GLA
39
Good Life Advisors
Pennsylvania
$8.62M -$6.53M -140,823 -43%
Wealth Enhancement Advisory Services
40
Wealth Enhancement Advisory Services
Minnesota
$8.18M +$2.63M +56,695 +47%
KAS
41
Kestra Advisory Services
Texas
$8.02M +$1.93M +41,571 +32%
MFG
42
Merit Financial Group
Georgia
$7.34M +$67.4K +1,452 +0.9%
Jones Financial Companies
43
Jones Financial Companies
Missouri
$7.17M +$2.93M +63,094 +69%
MML Investors Services
44
MML Investors Services
Massachusetts
$7M +$653K +14,084 +10%
FD
45
Financial Designs
California
$7M +$91.7K +1,976 +1%
PA
46
PFG Advisors
Arizona
$6.88M +$545K +11,755 +9%
RIA
47
Regal Investment Advisors
Michigan
$6.85M +$353K +7,608 +5%
Cetera Investment Advisers
48
Cetera Investment Advisers
Illinois
$6.51M +$317K +6,833 +5%
ACA
49
American Capital Advisory
Idaho
$6.46M +$1.66M +35,767 +35%
FC
50
Fjell Capital
North Dakota
$5.65M +$5.65M +121,795 New