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Invesco Total Return Bond ETF

65 hedge funds and large institutions have $230M invested in Invesco Total Return Bond ETF in 2020 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 36 increasing their positions, 9 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 9

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

42% more capital invested

Capital invested by funds: $162M → $230M (+$67.5M)

8% more funds holding

Funds holding: 6065 (+5)

4.73% more ownership

Funds ownership: 54.17%58.9% (+4.7%)

Holders
65
Holders Change
+5
Holders Change %
+8.33%
% of All Funds
1.31%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.06%
New
12
Increased
36
Reduced
9
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
51
IFG Advisory
Georgia
$250K
Baird Financial Group
52
Baird Financial Group
Wisconsin
$206K
SFS
53
Sowell Financial Services
Arkansas
$194K
LS
54
Leelyn Smith
Illinois
$152K +$51.7K +892 +51%
SIA
55
SeaBridge Investment Advisors
New Jersey
$150K -$2.32K -40 -2%
Citigroup
56
Citigroup
New York
$84K
UBS Group
57
UBS Group
Switzerland
$59K -$147K -2,540 -71%
AIM
58
Anchor Investment Management
South Carolina
$51.2K
BWA
59
BDO Wealth Advisors
Florida
$51K +$51K +880 New
NFSG
60
Newbridge Financial Services Group
Florida
$31K +$31.1K +536 New
Rockefeller Capital Management
61
Rockefeller Capital Management
New York
$30K +$30.3K +522 New
RFWA
62
RPg Family Wealth Advisory
Massachusetts
$23.1K
PFS
63
Prospera Financial Services
Texas
$16K +$15.6K +269 New
PB
64
Pinnacle Bancorp
Nebraska
$6K
AWA
65
Arete Wealth Advisors
Illinois
-$3.34M -58,451 Closed
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
-$984K -17,233 Closed
TA
67
TCG Advisors
Texas
-$529K -9,262 Closed
IAIM
68
International Assets Investment Management
Florida
-$262K -5,809 Closed
TI
69
tru Independence
Oregon
-$300 -5,247 Closed
EWP
70
Engrave Wealth Partners
Texas
-$103K -1,806 Closed
PAG
71
Private Advisor Group
New Jersey
-$53K -928 Closed