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Invesco Total Return Bond ETF

130 hedge funds and large institutions have $592M invested in Invesco Total Return Bond ETF in 2022 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 44 increasing their positions, 54 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 19

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

9% more capital invested

Capital invested by funds: $542M → $592M (+$50.2M)

4.43% more ownership

Funds ownership: 69.8%74.23% (+4.4%)

1% more funds holding

Funds holding: 129130 (+1)

19% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 54

Holders
130
Holders Change
+1
Holders Change %
+0.78%
% of All Funds
2.09%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.14%
New
23
Increased
44
Reduced
54
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HIP
51
HUB Investment Partners
Texas
$2.22M +$110K +2,402 +5%
QA
52
Quantitative Advantage
Minnesota
$2.15M -$998K -21,705 -32%
Cetera Investment Advisers
53
Cetera Investment Advisers
Illinois
$2.13M +$5.79K +126 +0.3%
Citadel Advisors
54
Citadel Advisors
Florida
$2.13M -$319K -6,933 -13%
GWP
55
Gateway Wealth Partners
Wisconsin
$2.06M +$2.04M +44,313 New
FZCM
56
Flynn Zito Capital Management
New York
$2.02M +$671K +14,605 +51%
FAIM
57
Financial Advocates Investment Management
Washington
$1.91M +$307K +6,681 +19%
FFG
58
Fortem Financial Group
California
$1.72M +$49.7K +1,082 +3%
PFA
59
Pathway Financial Advisors
Vermont
$1.58M +$931K +20,259 +148%
MML Investors Services
60
MML Investors Services
Massachusetts
$1.55M -$133K -2,885 -8%
TCFP
61
Treasure Coast Financial Planning
Florida
$1.39M +$981K +21,343 +250%
DAS
62
Dynamic Advisor Solutions
Arizona
$1.34M +$1.02M +22,288 +342%
FFA
63
Founders Financial Alliance
North Carolina
$1.26M -$46.9K -1,020 -4%
RJFSA
64
Raymond James Financial Services Advisors
Florida
$1.19M -$143K -3,117 -11%
CA
65
Cetera Advisors
Colorado
$1.19M -$677K -14,719 -37%
BAM
66
Belpointe Asset Management
Nevada
$1.14M -$177K -3,854 -14%
RA
67
RFG Advisory
Alabama
$1.12M +$7.17K +156 +0.7%
MW
68
Marcum Wealth
Ohio
$1.07M +$462K +10,046 +78%
AWS
69
Atria Wealth Solutions
New York
$954K +$28.7K +625 +3%
VWA
70
V Wealth Advisors
Kansas
$920K
Bank of Montreal
71
Bank of Montreal
Ontario, Canada
$901K
CAN
72
Cetera Advisor Networks
California
$885K +$270K +5,875 +45%
CFG
73
Citizens Financial Group
Rhode Island
$881K +$736 +16 +0.1%
IAN
74
Integrated Advisors Network
Texas
$873K -$19.4K -423 -2%
EH
75
Equitable Holdings
New York
$806K -$770K -16,758 -49%