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Invesco Total Return Bond ETF

89 hedge funds and large institutions have $417M invested in Invesco Total Return Bond ETF in 2021 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 41 increasing their positions, 26 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 26

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

37% more capital invested

Capital invested by funds: $305M → $417M (+$112M)

12.76% more ownership

Funds ownership: 56.3%69.06% (+13%)

3% more funds holding

Funds holding: 8689 (+3)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

Holders
89
Holders Change
+3
Holders Change %
+3.49%
% of All Funds
1.56%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
12
Increased
41
Reduced
26
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VFM
76
Vivid Financial Management
California
$216K -$1.33M -23,337 -86%
BF
77
BOK Financial
Oklahoma
$205K
MOS
78
MGO One Seven
Ohio
$204K -$10.1K -178 -5%
IAIM
79
International Assets Investment Management
Florida
$124K
NFSG
80
Newbridge Financial Services Group
Florida
$94K +$45K +792 +89%
Citigroup
81
Citigroup
New York
$81K
AIC
82
Ameritas Investment Company
Nebraska
$67.2K -$148K -2,600 -68%
EWA
83
Evolution Wealth Advisors
Florida
$54K +$3.98K +70 +8%
SFS
84
Sowell Financial Services
Arkansas
$53K -$137K -2,411 -72%
WCM
85
Wealthcare Capital Management
Virginia
$44K +$45.1K +794 New
AIM
86
Anchor Investment Management
South Carolina
$38.4K -$11.4K -200 -23%
Rockefeller Capital Management
87
Rockefeller Capital Management
New York
$30K +$114 +2 +0.4%
PB
88
Pinnacle Bancorp
Nebraska
$24K
DWP
89
Destiny Wealth Partners
Florida
$23K -$7.12M -125,228 -100%
US Bancorp
90
US Bancorp
Minnesota
$17K
SWAG
91
Spectrum Wealth Advisory Group
California
-$1.83M -31,682 Closed
CCFM
92
Clear Creek Financial Management
Washington
-$1.51M -26,285 Closed
CA
93
Calton & Associates
Florida
-$322K -5,582 Closed
GIA
94
GHP Investment Advisors
Colorado
-$230K -3,991 Closed
ML
95
McAdam LLC
Pennsylvania
-$226K -3,965 Closed
Baird Financial Group
96
Baird Financial Group
Wisconsin
-$206K -3,570 Closed
JCM
97
Jacobi Capital Management
Pennsylvania
-$15K -255 Closed
AF
98
Allworth Financial
California
-$8K -142 Closed