We are live on ! Find out more
GTO icon

Invesco Total Return Bond ETF

103 hedge funds and large institutions have $499M invested in Invesco Total Return Bond ETF in 2021 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 47 increasing their positions, 21 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 12

124% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 21

20% more capital invested

Capital invested by funds: $417M → $499M (+$82M)

16% more funds holding

Funds holding: 89103 (+14)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

5.19% less ownership

Funds ownership: 69.06%63.88% (-5.2%)

Holders
103
Holders Change
+14
Holders Change %
+15.73%
% of All Funds
1.79%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.14%
New
28
Increased
47
Reduced
21
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HIP
51
HUB Investment Partners
Texas
$1.37M +$365K +6,449 +37%
NFG
52
Nations Financial Group
Iowa
$1.31M -$48.7K -859 -4%
IAN
53
Integrated Advisors Network
Texas
$1.3M +$419K +7,399 +48%
DAS
54
Dynamic Advisor Solutions
Arizona
$1.26M +$1.25M +22,148 New
Jane Street
55
Jane Street
New York
$1.24M -$2.87M -50,731 -70%
RG
56
Retirement Group
California
$1.11M -$134K -2,360 -11%
Bank of Montreal
57
Bank of Montreal
Ontario, Canada
$1.11M
ARC
58
Advisor Resource Council
Texas
$1.1M +$1.09M +19,280 New
Citadel Advisors
59
Citadel Advisors
Florida
$1.04M -$4.16M -73,475 -80%
CFG
60
Citizens Financial Group
Rhode Island
$1.03M -$257K -4,543 -20%
NFG
61
Next Financial Group
Texas
$950K +$183K +3,230 +24%
Thrivent Financial for Lutherans
62
Thrivent Financial for Lutherans
Minnesota
$901K
RJA
63
Raymond James & Associates
Florida
$886K +$275K +4,849 +45%
GWM
64
Geneos Wealth Management
Colorado
$801K +$92.4K +1,632 +13%
AWA
65
Alta Wealth Advisors
Massachusetts
$793K +$220K +3,888 +39%
JWCA
66
J.W. Cole Advisors
Florida
$660K +$60.2K +1,062 +10%
WA
67
WBH Advisory
Maryland
$630K +$622K +10,979 New
WSTAM
68
Wilbanks Smith & Thomas Asset Management
Virginia
$620K -$68K -1,200 -10%
Qube Research & Technologies (QRT)
69
Qube Research & Technologies (QRT)
United Kingdom
$570K +$565K +9,981 New
CAL
70
Capital Analysts LLC
Pennsylvania
$523K -$1.11M -19,553 -68%
Barclays
71
Barclays
United Kingdom
$508K +$504K +8,905 New
RJFSA
72
Raymond James Financial Services Advisors
Florida
$490K -$1.52M -26,766 -76%
Susquehanna International Group
73
Susquehanna International Group
Pennsylvania
$477K +$473K +8,351 New
APA
74
American Portfolios Advisors
New York
$465K +$46.8K +827 +11%
PWS
75
Paragon Wealth Strategies
Florida
$463K +$459K +8,111 New