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Invesco Total Return Bond ETF
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Overview Fund Activity

168 hedge funds and large institutions have $1.2B invested in Invesco Total Return Bond ETF in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 74 increasing their positions, 56 reducing their positions, and 18 closing their positions.

Holders
168
Holders Change
+5
Holders Change %
+3.07%
% of All Funds
2.44%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.17%
New
23
Increased
74
Reduced
56
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
T
1
Tidemark
California
$15.7M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$43.7M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$82.5M
4
Truist Financial
4
Truist Financial
North Carolina
$9.27M
5
FD
5
Financial Designs
California
$6.94M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$65M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$152M
3
Bank of America
3
Bank of America
North Carolina
$36.5M
4
LPL Financial
4
LPL Financial
California
$102M
5
NFA
5
Northwest Financial Advisors
Virginia
$1.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
DC
51
Destiny Capital
Colorado
$3.09M -$244K -5,217 -7%
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$2.92M +$32.7K +698 +1%
UWM
53
USAdvisors Wealth Management
Minnesota
$2.76M +$219K +4,671 +9%
HIP
54
HUB Investment Partners
Texas
$2.69M +$138K +2,953 +5%
SFP
55
Sandbox Financial Partners
Maryland
$2.67M +$2.67M +57,048 New
CAN
56
Cetera Advisor Networks
California
$2.56M +$860K +18,371 +51%
CAPTRUST Financial Advisors
57
CAPTRUST Financial Advisors
North Carolina
$2.53M -$614K -13,125 -20%
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$2.37M -$2.52M -53,868 -52%
HW
59
Hedeker Wealth
Illinois
$2.34M -$379K -8,095 -14%
CW
60
Cook Wealth
North Carolina
$2.27M +$207K +4,503 +10%
MW
61
Marcum Wealth
Ohio
$2.22M +$233K +4,988 +12%
Renaissance Technologies
62
Renaissance Technologies
New York
$2.21M +$1.35M +28,938 +158%
NA
63
NewEdge Advisors
Louisiana
$2.21M +$348K +7,431 +19%
Cambridge Investment Research Advisors
64
Cambridge Investment Research Advisors
Iowa
$2.21M +$50.7K +1,082 +2%
AWA
65
Arete Wealth Advisors
Illinois
$2.2M +$355K +7,590 +19%
CFG
66
Cooper Financial Group
California
$2.19M +$26.7K +571 +1%
BAM
67
Belpointe Asset Management
Nevada
$2.17M +$1.64M +34,945 +308%
SWP
68
Stratos Wealth Partners
Ohio
$2.13M -$269K -5,748 -11%
FAIM
69
Financial Advocates Investment Management
Washington
$2.1M -$94 -2 -0%
IWM
70
IHT Wealth Management
Illinois
$2.06M +$2.06M +43,960 New
AWP
71
Avid Wealth Partners
Texas
$1.97M +$409K +8,739 +26%
LFA
72
LGT Financial Advisors
Texas
$1.92M -$30.3K -647 -2%
CA
73
Cetera Advisors
Colorado
$1.88M +$1.42M +30,262 +308%
MCA
74
MSH Capital Advisors
Arizona
$1.87M +$1.87M +39,910 New
AAS
75
Avantax Advisory Services
Texas
$1.75M -$1.61M -34,492 -48%
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