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Invesco Total Return Bond ETF

123 hedge funds and large institutions have $670M invested in Invesco Total Return Bond ETF in 2021 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 50 increasing their positions, 35 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 13

43% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 35

14% more funds holding

Funds holding: 108123 (+15)

14% more capital invested

Capital invested by funds: $588M → $670M (+$81.6M)

0.3% less ownership

Funds ownership: 61.91%61.61% (-0.3%)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

Holders
123
Holders Change
+15
Holders Change %
+13.89%
% of All Funds
1.89%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.14%
New
30
Increased
50
Reduced
35
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
51
IFP Advisors
Florida
$1.98M +$139K +2,467 +8%
HIP
52
HUB Investment Partners
Texas
$1.85M +$211K +3,738 +13%
PA
53
PFG Advisors
Arizona
$1.65M +$100K +1,769 +6%
AWA
54
Alta Wealth Advisors
Massachusetts
$1.65M +$701K +12,415 +73%
CRCM
55
Corbett Road Capital Management
Virginia
$1.54M -$207K -3,665 -12%
GM
56
GeoWealth Management
Illinois
$1.52M -$1.71M -30,240 -53%
Commonwealth Equity Services
57
Commonwealth Equity Services
Massachusetts
$1.46M -$155K -2,745 -10%
FZCM
58
Flynn Zito Capital Management
New York
$1.46M +$1.45M +25,728 New
AAS
59
Ameritas Advisory Services
Nebraska
$1.35M +$1.36M +23,985 New
CFG
60
Citizens Financial Group
Rhode Island
$1.33M +$1.98K +35 +0.1%
RJA
61
Raymond James & Associates
Florida
$1.28M +$36.6K +647 +3%
NFG
62
Nations Financial Group
Iowa
$1.19M -$8.64K -153 -0.7%
BFEC
63
Benjamin F. Edwards & Company
Missouri
$1.17M -$14K -247 -1%
NA
64
NewEdge Advisors
Louisiana
$1.16M -$197K -3,493 -15%
AF
65
Allworth Financial
California
$1.15M +$1.15M +20,388 New
RA
66
RFG Advisory
Alabama
$1.15M +$1.15M +20,361 New
VWA
67
V Wealth Advisors
Kansas
$1.14M -$48.5K -858 -4%
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
$1.09M
WA
69
WBH Advisory
Maryland
$1.07M +$409K +7,231 +61%
IAN
70
Integrated Advisors Network
Texas
$1.04M -$122K -2,165 -11%
GWM
71
Geneos Wealth Management
Colorado
$953K -$38.1K -675 -4%
RG
72
Retirement Group
California
$933K -$121K -2,143 -11%
BAM
73
Belpointe Asset Management
Nevada
$912K +$914K +16,183 New
FAIM
74
Financial Advocates Investment Management
Washington
$902K -$91.7K -1,623 -9%
Thrivent Financial for Lutherans
75
Thrivent Financial for Lutherans
Minnesota
$901K