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Invesco Total Return Bond ETF

134 hedge funds and large institutions have $642M invested in Invesco Total Return Bond ETF in 2022 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 48 increasing their positions, 54 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 12

33% more funds holding in top 10

Funds holding in top 10: 912 (+3)

9% more funds holding

Funds holding: 123134 (+11)

1.39% more ownership

Funds ownership: 61.61%63% (+1.4%)

4% less capital invested

Capital invested by funds: $670M → $642M (-$27.3M)

11% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 54

Holders
134
Holders Change
+11
Holders Change %
+8.94%
% of All Funds
2.11%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.19%
New
25
Increased
48
Reduced
54
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
51
MML Investors Services
Massachusetts
$1.9M -$565K -10,471 -22%
AWA
52
Alta Wealth Advisors
Massachusetts
$1.87M +$343K +6,350 +22%
BBA
53
Braun-Bostich & Associates
Pennsylvania
$1.8M +$1.86M +34,379 New
AF
54
Allworth Financial
California
$1.78M +$731K +13,551 +66%
DAS
55
Dynamic Advisor Solutions
Arizona
$1.75M -$195K -3,613 -10%
CCWA
56
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.69M +$1.74M +32,176 New
IGWM
57
ICA Group Wealth Management
Colorado
$1.58M +$1.72M +31,925 New
IA
58
IFP Advisors
Florida
$1.56M -$278K -5,159 -15%
CRCM
59
Corbett Road Capital Management
Virginia
$1.55M +$124K +2,292 +8%
AAS
60
Ameritas Advisory Services
Nebraska
$1.49M +$239K +4,427 +18%
FZCM
61
Flynn Zito Capital Management
New York
$1.45M +$102K +1,895 +7%
HAS
62
HBW Advisory Services
California
$1.43M -$1.24M -22,947 -46%
VA
63
Valmark Advisers
Ohio
$1.41M -$780K -14,457 -35%
AWS
64
Atria Wealth Solutions
New York
$1.4M +$1.44M +26,730 New
Commonwealth Equity Services
65
Commonwealth Equity Services
Massachusetts
$1.38M +$23.3K +431 +2%
FAIM
66
Financial Advocates Investment Management
Washington
$1.31M +$480K +8,887 +56%
RJFSA
67
Raymond James Financial Services Advisors
Florida
$1.27M +$447K +8,285 +52%
NA
68
NewEdge Advisors
Louisiana
$1.23M +$155K +2,868 +14%
PA
69
PFG Advisors
Arizona
$1.21M -$338K -6,271 -21%
RA
70
RFG Advisory
Alabama
$1.18M +$110K +2,038 +10%
NFG
71
Nations Financial Group
Iowa
$1.11M +$11.8K +219 +1%
VWA
72
V Wealth Advisors
Kansas
$1.06M -$4.8K -89 -0.4%
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
$1.04M
BAM
74
Belpointe Asset Management
Nevada
$973K +$128K +2,376 +15%
5L
75
55I LLC
Massachusetts
$970K +$170K +3,150 +21%