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Invesco Total Return Bond ETF

163 hedge funds and large institutions have $1.17B invested in Invesco Total Return Bond ETF in 2023 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 64 increasing their positions, 50 reducing their positions, and 9 closing their positions.

Holders
163
Holders Change
+26
Holders Change %
+18.98%
% of All Funds
2.39%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.16%
New
36
Increased
64
Reduced
50
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HIP
51
HUB Investment Partners
Texas
$2.58M 54,532 +2,633 +5%
UWM
52
USAdvisors Wealth Management
Minnesota
$2.57M 54,333 +54,333 New
Jane Street
53
Jane Street
New York
$2.53M 53,460 -16,828 -24%
OFS
54
OneAscent Financial Services
Alabama
$2.42M 51,275 +51,275 New
SWP
55
Stratos Wealth Partners
Ohio
$2.42M 51,226 +2,218 +5%
CFG
56
Cooper Financial Group
California
$2.19M 46,260 +378 +0.8%
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$2.18M 46,041 +3,059 +7%
FAIM
58
Financial Advocates Investment Management
Washington
$2.12M 44,803 -7,316 -14%
CW
59
Cook Wealth
North Carolina
$2.1M 45,057 +13,558 +43%
MW
60
Marcum Wealth
Ohio
$2M 42,405 +4,436 +12%
LFA
61
LGT Financial Advisors
Texas
$1.96M 41,573 -294 -0.7%
NA
62
NewEdge Advisors
Louisiana
$1.87M 39,764 +10,292 +35%
AWA
63
Arete Wealth Advisors
Illinois
$1.86M 39,436 +39,436 New
CAN
64
Cetera Advisor Networks
California
$1.72M 36,320 +692 +2%
IA
65
IFP Advisors
Florida
$1.64M 34,669 -1,377 -4%
MCC
66
Money Concepts Capital
Florida
$1.61M 34,160 +340 +1%
AWP
67
Avid Wealth Partners
Texas
$1.57M 33,270 +33,270 New
PA
68
PFG Advisors
Arizona
$1.48M 31,368 +1,343 +4%
Lido Advisors
69
Lido Advisors
California
$1.41M 29,855 -22,775 -43%
Cetera Investment Advisers
70
Cetera Investment Advisers
Illinois
$1.32M 27,992 +8,430 +43%
Truist Financial
71
Truist Financial
North Carolina
$1.31M 27,729 +7,102 +34%
RA
72
RFG Advisory
Alabama
$1.25M 26,503 +1,747 +7%
FFA
73
Founders Financial Alliance
North Carolina
$1.16M 24,612 -3,183 -11%
TCFP
74
Treasure Coast Financial Planning
Florida
$1.16M 24,512 +4,542 +23%
CCWA
75
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.13M 23,912 +12,641 +112%