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Invesco Total Return Bond ETF

89 hedge funds and large institutions have $417M invested in Invesco Total Return Bond ETF in 2021 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 41 increasing their positions, 26 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 26

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

37% more capital invested

Capital invested by funds: $305M → $417M (+$112M)

12.76% more ownership

Funds ownership: 56.3%69.06% (+13%)

3% more funds holding

Funds holding: 8689 (+3)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

Holders
89
Holders Change
+3
Holders Change %
+3.49%
% of All Funds
1.56%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
12
Increased
41
Reduced
26
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$1.09M
HIP
52
HUB Investment Partners
Texas
$985K +$394K +6,931 +65%
IAN
53
Integrated Advisors Network
Texas
$862K +$874K +15,385 New
NFG
54
Next Financial Group
Texas
$751K +$283K +4,985 +59%
Thrivent Financial for Lutherans
55
Thrivent Financial for Lutherans
Minnesota
$723K
GWM
56
Geneos Wealth Management
Colorado
$699K
WSTAM
57
Wilbanks Smith & Thomas Asset Management
Virginia
$676K -$9.43K -166 -1%
RJA
58
Raymond James & Associates
Florida
$598K -$178K -3,136 -23%
GVAG
59
Great Valley Advisor Group
Delaware
$597K +$605K +10,650 New
JWCA
60
J.W. Cole Advisors
Florida
$589K +$208K +3,668 +54%
AWA
61
Alta Wealth Advisors
Massachusetts
$561K +$230K +4,047 +68%
OMC
62
Old Mission Capital
Illinois
$500K +$507K +8,926 New
TI
63
tru Independence
Oregon
$453K +$116K +2,049 +34%
FHA
64
Flagship Harbor Advisors
Massachusetts
$448K +$90.5K +1,592 +25%
FHC
65
First Heartland Consultants
Missouri
$439K -$4.26M -74,963 -91%
Cetera Investment Advisers
66
Cetera Investment Advisers
Illinois
$414K -$149K -2,630 -26%
VR
67
Viridian RIA
Washington
$412K
APA
68
American Portfolios Advisors
New York
$410K -$47.6K -837 -10%
LB
69
Leo Brokerage
Texas
$389K +$394K +6,937 New
CIBC World Market
70
CIBC World Market
Ontario, Canada
$375K +$381K +6,702 New
GT
71
Greenleaf Trust
Michigan
$300K +$304K +5,352 New
IFG
72
Investors Financial Group
Minnesota
$263K -$717K -12,623 -73%
IA
73
IFG Advisory
Georgia
$249K
CW
74
CreativeOne Wealth
Kansas
$243K +$32.1K +565 +15%
MCM
75
Mainstay Capital Management
Michigan
$231K -$7.03M -123,638 -97%