We are live on ! Find out more
GTO icon

Invesco Total Return Bond ETF

177 hedge funds and large institutions have $1.55B invested in Invesco Total Return Bond ETF in 2024 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 88 increasing their positions, 47 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 13

87% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 47

34% more capital invested

Capital invested by funds: $1.15B → $1.55B (+$397M)

15% more funds holding in top 10

Funds holding in top 10: 1315 (+2)

6% more funds holding

Funds holding: 167177 (+10)

2.83% more ownership

Funds ownership: 86.83%89.66% (+2.8%)

Holders
177
Holders Change
+10
Holders Change %
+5.99%
% of All Funds
2.54%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.22%
New
25
Increased
88
Reduced
47
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWP
51
IAG Wealth Partners
Wisconsin
$4.95M +$434K +9,103 +10%
AWP
52
Avid Wealth Partners
Texas
$4.86M +$2.4M +50,301 +100%
LA
53
LexAurum Advisors
Kansas
$4.58M +$76.8K +1,611 +2%
Jones Financial Companies
54
Jones Financial Companies
Missouri
$4.42M +$3.12M +65,512 +254%
IWP
55
Insight Wealth Partners
Texas
$4.29M +$233K +4,892 +6%
MBTD
56
Mechanics Bank - Trust Department
California
$4.18M -$443K -9,290 -10%
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$4.11M +$1.69M +35,356 +71%
FHA
58
Flagship Harbor Advisors
Massachusetts
$3.81M +$150K +3,150 +4%
GAG
59
Goodman Advisory Group
Massachusetts
$3.72M +$3.67M +77,010 New
UWM
60
USAdvisors Wealth Management
Minnesota
$3.41M +$321K +6,729 +11%
AAS
61
Asset Allocation Strategies
Michigan
$3.31M +$3.26M +68,479 New
IWM
62
IHT Wealth Management
Illinois
$3.19M +$440K +9,230 +16%
CFG
63
Cooper Financial Group
California
$3.1M +$254K +5,332 +9%
SFP
64
Sandbox Financial Partners
Maryland
$3.08M +$196K +4,111 +7%
AAS
65
Avantax Advisory Services
Texas
$3.03M +$1.03M +21,645 +53%
DC
66
Destiny Capital
Colorado
$2.96M -$20.9K -438 -0.7%
Renaissance Technologies
67
Renaissance Technologies
New York
$2.95M +$253K +5,300 +9%
ATS
68
Ashton Thomas Securities
New York
$2.87M +$2.83M +59,340 New
Commonwealth Equity Services
69
Commonwealth Equity Services
Massachusetts
$2.81M +$561K +11,767 +25%
HIP
70
HUB Investment Partners
Texas
$2.74M -$53.7K -1,127 -2%
Mercer Global Advisors
71
Mercer Global Advisors
Colorado
$2.71M -$638K -13,383 -19%
MW
72
Marcum Wealth
Ohio
$2.57M +$97.3K +2,042 +4%
MCA
73
MSH Capital Advisors
Arizona
$2.49M +$176K +3,702 +8%
CW
74
Cook Wealth
North Carolina
$2.32M +$104K +2,173 +5%
Cambridge Investment Research Advisors
75
Cambridge Investment Research Advisors
Iowa
$2.27M +$21.8K +457 +1%