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Invesco Total Return Bond ETF

186 hedge funds and large institutions have $1.6B invested in Invesco Total Return Bond ETF in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 90 increasing their positions, 55 reducing their positions, and 16 closing their positions.

Holders
186
Holders Change
+9
Holders Change %
+5.08%
% of All Funds
2.48%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.23%
New
27
Increased
90
Reduced
55
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IWC
51
Integrated Wealth Concepts
Massachusetts
$5.4M -$688K -14,818 -11%
NA
52
NewEdge Advisors
Louisiana
$5.23M +$302K +6,510 +6%
BAM
53
BOS Asset Management
Illinois
$5M +$5M +107,654 New
IWP
54
Insight Wealth Partners
Texas
$4.63M +$509K +10,971 +12%
LA
55
LexAurum Advisors
Kansas
$4.59M +$192K +4,142 +4%
IWP
56
IAG Wealth Partners
Wisconsin
$4.48M -$269K -5,806 -6%
Citadel Advisors
57
Citadel Advisors
Florida
$4.11M +$2.78M +59,939 +209%
AAS
58
Avantax Advisory Services
Texas
$4.11M +$1.2M +25,898 +41%
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$4.1M +$156K +3,352 +4%
UWM
60
USAdvisors Wealth Management
Minnesota
$4.09M +$827K +17,828 +25%
JPMorgan Chase & Co
61
JPMorgan Chase & Co
New York
$4.07M -$891K -19,209 -18%
GAG
62
Goodman Advisory Group
Massachusetts
$3.99M +$422K +9,088 +12%
AAS
63
Asset Allocation Strategies
Michigan
$3.9M +$727K +15,666 +23%
AWP
64
Avid Wealth Partners
Texas
$3.83M -$843K -18,174 -18%
MBTD
65
Mechanics Bank - Trust Department
California
$3.56M -$460K -9,921 -11%
TCWM
66
Total Clarity Wealth Management
Illinois
$3.46M +$3.46M +74,599 New
IWM
67
IHT Wealth Management
Illinois
$3.42M +$352K +7,594 +11%
DWM
68
Daner Wealth Management
Georgia
$3.28M +$3.28M +70,365 New
SFP
69
Sandbox Financial Partners
Maryland
$3.25M +$293K +6,305 +10%
Jane Street
70
Jane Street
New York
$3.12M +$2.57M +55,373 +464%
Commonwealth Equity Services
71
Commonwealth Equity Services
Massachusetts
$3.12M +$421K +9,078 +16%
CFG
72
Cooper Financial Group
California
$2.94M -$36.6K -788 -1%
DC
73
Destiny Capital
Colorado
$2.91M -$21.9K -471 -0.7%
ATS
74
Ashton Thomas Securities
New York
$2.81M +$53.9K +1,160 +2%
SA
75
Scarborough Advisors
Maryland
$2.71M +$2.71M +58,314 New