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Invesco Total Return Bond ETF

167 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, 68 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 14

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

1% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 68

1% less funds holding

Funds holding: 168167 (-1)

4% less capital invested

Capital invested by funds: $1.2B → $1.15B (-$50M)

1.34% less ownership

Funds ownership: 88.18%86.83% (-1.3%)

Holders
167
Holders Change
-1
Holders Change %
-0.6%
% 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
68
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
51
Flagship Harbor Advisors
Massachusetts
$3.51M -$66.2K -1,431 -2%
Mercer Global Advisors
52
Mercer Global Advisors
Colorado
$3.22M -$2.29M -49,476 -42%
UWM
53
USAdvisors Wealth Management
Minnesota
$2.95M +$216K +4,682 +8%
DC
54
Destiny Capital
Colorado
$2.95M -$118K -2,548 -4%
SFP
55
Sandbox Financial Partners
Maryland
$2.76M +$116K +2,510 +4%
CFG
56
Cooper Financial Group
California
$2.73M +$558K +12,072 +26%
JP Morgan Chase
57
JP Morgan Chase
New York
$2.71M +$1.12M +24,274 +71%
HIP
58
HUB Investment Partners
Texas
$2.68M +$17.8K +385 +0.7%
IWM
59
IHT Wealth Management
Illinois
$2.63M +$595K +12,875 +29%
Renaissance Technologies
60
Renaissance Technologies
New York
$2.59M +$393K +8,500 +18%
MW
61
Marcum Wealth
Ohio
$2.38M +$178K +3,840 +8%
AWP
62
Avid Wealth Partners
Texas
$2.33M +$386K +8,345 +20%
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$2.3M -$47.6K -1,030 -2%
Jane Street
64
Jane Street
New York
$2.22M +$762K +16,476 +52%
MCA
65
MSH Capital Advisors
Arizona
$2.22M +$371K +8,030 +20%
CW
66
Cook Wealth
North Carolina
$2.2M -$110K -2,384 -5%
AWA
67
Arete Wealth Advisors
Illinois
$2.18M -$3.75K -81 -0.2%
Cambridge Investment Research Advisors
68
Cambridge Investment Research Advisors
Iowa
$2.15M -$30.3K -656 -1%
Commonwealth Equity Services
69
Commonwealth Equity Services
Massachusetts
$2.15M -$737K -15,932 -26%
NFA
70
Northwest Financial Advisors
Virginia
$2.12M +$583K +12,605 +38%
KAS
71
Kestra Advisory Services
Texas
$1.93M +$1.93M +41,676 New
RPGK
72
Retirement Planning Group (Kansas)
Kansas
$1.91M -$9.2M -198,902 -83%
AAS
73
Avantax Advisory Services
Texas
$1.9M +$171K +3,692 +10%
P
74
&Partners
Tennessee
$1.88M +$1.87M +40,508 New
FAIM
75
Financial Advocates Investment Management
Washington
$1.84M -$241K -5,211 -12%