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Invesco Total Return Bond ETF

129 hedge funds and large institutions have $542M invested in Invesco Total Return Bond ETF in 2022 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 53 increasing their positions, 49 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

13% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 15

5.91% more ownership

Funds ownership: 63.89%69.8% (+5.9%)

8% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 49

2% more capital invested

Capital invested by funds: $532M → $542M (+$10M)

2% less funds holding

Funds holding: 132129 (-3)

Holders
129
Holders Change
-3
Holders Change %
-2.27%
% of All Funds
2.22%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.14%
New
17
Increased
53
Reduced
49
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
51
MML Investors Services
Massachusetts
$1.66M +$437K +9,075 +33%
FFG
52
Fortem Financial Group
California
$1.64M -$137K -2,841 -7%
FAIM
53
Financial Advocates Investment Management
Washington
$1.57M +$45K +935 +3%
EH
54
Equitable Holdings
New York
$1.55M -$1.14M -23,727 -41%
IA
55
IFP Advisors
Florida
$1.49M -$61.4K -1,274 -4%
MA
56
MJP Associates
Connecticut
$1.44M -$89.5K -1,857 -6%
WA
57
WBH Advisory
Maryland
$1.38M +$157K +3,253 +12%
FZCM
58
Flynn Zito Capital Management
New York
$1.31M +$1.39M +28,796 New
RJFSA
59
Raymond James Financial Services Advisors
Florida
$1.31M +$111K +2,302 +9%
BAM
60
Belpointe Asset Management
Nevada
$1.29M +$174K +3,621 +15%
FFA
61
Founders Financial Alliance
North Carolina
$1.28M
IGWM
62
ICA Group Wealth Management
Colorado
$1.27M -$16K -332 -1%
RA
63
RFG Advisory
Alabama
$1.03M +$21.3K +442 +2%
HAS
64
HBW Advisory Services
California
$1.02M -$47.9K -994 -4%
MIAN
65
Mariner Independent Advisor Network
Kansas
$945K -$9.78K -203 -1%
AWS
66
Atria Wealth Solutions
New York
$907K -$28.6K -593 -3%
VWA
67
V Wealth Advisors
Kansas
$903K -$12.1K -251 -1%
IAN
68
Integrated Advisors Network
Texas
$876K +$85.2K +1,769 +10%
CFG
69
Citizens Financial Group
Rhode Island
$864K -$14.7K -306 -2%
BBA
70
Braun-Bostich & Associates
Pennsylvania
$778K -$211K -4,380 -20%
NA
71
NewEdge Advisors
Louisiana
$774K -$116K -2,404 -12%
HW
72
Hedeker Wealth
Illinois
$717K +$758K +15,728 New
LA
73
LexAurum Advisors
Kansas
$662K +$699K +14,509 New
FA
74
Faithward Advisors
Pennsylvania
$650K +$686K +14,248 New
PFA
75
Pathway Financial Advisors
Vermont
$623K -$1.05M -21,849 -62%