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Invesco Total Return Bond ETF
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Overview Fund Activity

166 hedge funds and large institutions have $1.15B invested in Invesco Total Return Bond ETF in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 69 increasing their positions, 67 reducing their positions, and 14 closing their positions.

Holders
166
Holders Change
-2
Holders Change %
-1.19%
% of All Funds
2.41%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.19%
New
17
Increased
69
Reduced
67
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LWMI
1
Landmark Wealth Management (Illinois)
Illinois
$26.4M
2
T
2
Tidemark
California
$30.6M
3
BCM
3
Brookstone Capital Management
Illinois
$26M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$93.9M
5
DAS
5
Dynamic Advisor Solutions
Arizona
$22.4M

Top Sellers

1
GM
1
GeoWealth Management
Illinois
$7.33M
2
RPGK
2
Retirement Planning Group (Kansas)
Kansas
$1.91M
3
SDWMA
3
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.73M
4
BC
4
Brio Consultants
California
$37.9M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$146M
Name Market Value Shares Shares
Change 		Shares
Change %
Mercer Global Advisors
51
Mercer Global Advisors
Colorado
$3.22M 69,449 -49,476 -42%
UWM
52
USAdvisors Wealth Management
Minnesota
$2.95M 63,686 +4,682 +8%
DC
53
Destiny Capital
Colorado
$2.95M 63,548 -2,548 -4%
SFP
54
Sandbox Financial Partners
Maryland
$2.76M 59,558 +2,510 +4%
CFG
55
Cooper Financial Group
California
$2.73M 58,903 +12,072 +26%
JPMorgan Chase & Co
56
JPMorgan Chase & Co
New York
$2.71M 58,481 +24,274 +71%
HIP
57
HUB Investment Partners
Texas
$2.68M 57,870 +385 +0.7%
IWM
58
IHT Wealth Management
Illinois
$2.63M 56,835 +12,875 +29%
Renaissance Technologies
59
Renaissance Technologies
New York
$2.59M 55,800 +8,500 +18%
MW
60
Marcum Wealth
Ohio
$2.38M 51,233 +3,840 +8%
AWP
61
Avid Wealth Partners
Texas
$2.33M 50,354 +8,345 +20%
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$2.3M 49,695 -1,030 -2%
Jane Street
63
Jane Street
New York
$2.22M 47,988 +16,476 +52%
MCA
64
MSH Capital Advisors
Arizona
$2.22M 47,940 +8,030 +20%
CW
65
Cook Wealth
North Carolina
$2.2M 47,176 -2,384 -5%
AWA
66
Arete Wealth Advisors
Illinois
$2.18M 46,945 -81 -0.2%
Cambridge Investment Research Advisors
67
Cambridge Investment Research Advisors
Iowa
$2.15M 46,467 -656 -1%
Commonwealth Equity Services
68
Commonwealth Equity Services
Massachusetts
$2.15M 46,368 -15,932 -26%
NFA
69
Northwest Financial Advisors
Virginia
$2.12M 45,802 +12,605 +38%
KAS
70
Kestra Advisory Services
Texas
$1.93M 41,676 +41,676 New
RPGK
71
Retirement Planning Group (Kansas)
Kansas
$1.91M 41,231 -198,902 -83%
AAS
72
Avantax Advisory Services
Texas
$1.9M 41,044 +3,692 +10%
P
73
&Partners
Tennessee
$1.88M 40,508 +40,508 New
FAIM
74
Financial Advocates Investment Management
Washington
$1.84M 39,590 -5,211 -12%
SDWMA
75
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.73M 37,239 -135,937 -78%
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