We are live on ! Find out more
GTO icon

Invesco Total Return Bond ETF

86 hedge funds and large institutions have $305M invested in Invesco Total Return Bond ETF in 2020 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 41 increasing their positions, 10 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

310% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 10

300% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 7

133% more funds holding in top 10

Funds holding in top 10: 37 (+4)

33% more capital invested

Capital invested by funds: $230M → $305M (+$75.6M)

32% more funds holding

Funds holding: 6586 (+21)

2.6% less ownership

Funds ownership: 58.9%56.3% (-2.6%)

Holders
86
Holders Change
+21
Holders Change %
+32.31%
% of All Funds
1.52%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.12%
New
28
Increased
41
Reduced
10
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
51
Raymond James & Associates
Florida
$797K +$802K +13,814 New
WSTAM
52
Wilbanks Smith & Thomas Asset Management
Virginia
$705K +$162K +2,782 +29%
GWM
53
Geneos Wealth Management
Colorado
$693K +$34.7K +597 +5%
Citadel Advisors
54
Citadel Advisors
Florida
$624K -$3.27M -56,342 -84%
HIP
55
HUB Investment Partners
Texas
$615K +$619K +10,650 New
Cetera Investment Advisers
56
Cetera Investment Advisers
Illinois
$578K +$330K +5,686 +131%
NFG
57
Next Financial Group
Texas
$486K +$96.9K +1,668 +25%
APA
58
American Portfolios Advisors
New York
$471K +$133K +2,291 +39%
Mercer Global Advisors
59
Mercer Global Advisors
Colorado
$439K -$14.8K -255 -3%
JWCA
60
J.W. Cole Advisors
Florida
$394K +$397K +6,838 New
FHA
61
Flagship Harbor Advisors
Massachusetts
$370K +$523 +9 +0.1%
AWA
62
Alta Wealth Advisors
Massachusetts
$344K +$347K +5,968 New
Thrivent Financial for Lutherans
63
Thrivent Financial for Lutherans
Minnesota
$327K
CA
64
Calton & Associates
Florida
$322K +$324K +5,582 New
IA
65
IFG Advisory
Georgia
$256K +$6.97K +120 +3%
GIA
66
GHP Investment Advisors
Colorado
$230K +$232K +3,991 New
ML
67
McAdam LLC
Pennsylvania
$226K +$230K +3,965 New
MOS
68
MGO One Seven
Ohio
$221K +$222K +3,825 New
AIC
69
Ameritas Investment Company
Nebraska
$219K +$221K +3,800 New
CW
70
CreativeOne Wealth
Kansas
$217K +$219K +3,769 New
BF
71
BOK Financial
Oklahoma
$211K +$212K +3,657 New
Baird Financial Group
72
Baird Financial Group
Wisconsin
$206K
SFS
73
Sowell Financial Services
Arkansas
$193K
IAIM
74
International Assets Investment Management
Florida
$124K +$125K +2,158 New
Citigroup
75
Citigroup
New York
$84K