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Invesco Total Return Bond ETF

134 hedge funds and large institutions have $642M invested in Invesco Total Return Bond ETF in 2022 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 48 increasing their positions, 54 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 12

33% more funds holding in top 10

Funds holding in top 10: 912 (+3)

9% more funds holding

Funds holding: 123134 (+11)

1.39% more ownership

Funds ownership: 61.61%63% (+1.4%)

4% less capital invested

Capital invested by funds: $670M → $642M (-$27.3M)

11% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 54

Holders
134
Holders Change
+11
Holders Change %
+8.94%
% of All Funds
2.11%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.19%
New
25
Increased
48
Reduced
54
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFG
76
Citizens Financial Group
Rhode Island
$958K -$285K -5,285 -22%
IAN
77
Integrated Advisors Network
Texas
$929K -$37.7K -699 -4%
GWM
78
Geneos Wealth Management
Colorado
$886K -$971 -18 -0.1%
GWA
79
GGM Wealth Advisors
Maryland
$832K -$2.62M -48,533 -75%
MIAN
80
Mariner Independent Advisor Network
Kansas
$785K +$223K +4,134 +38%
WSTAM
81
Wilbanks Smith & Thomas Asset Management
Virginia
$672K +$70.8K +1,312 +11%
MOS
82
MGO One Seven
Ohio
$639K -$14.4K -266 -2%
CF
83
Centaurus Financial
California
$614K +$29.1K +540 +5%
RG
84
Retirement Group
California
$604K -$273K -5,053 -31%
WA
85
WBH Advisory
Maryland
$589K -$399K -7,400 -39%
TWC
86
TD Waterhouse Canada
Ontario, Canada
$562K -$13K -240 -2%
OMC
87
Old Mission Capital
Illinois
$519K +$534K +9,886 New
RJA
88
Raymond James & Associates
Florida
$508K -$701K -12,993 -57%
LB
89
Leo Brokerage
Texas
$486K +$500K +9,265 New
TI
90
tru Independence
Oregon
$468K -$67K -1,242 -12%
FHA
91
Flagship Harbor Advisors
Massachusetts
$460K +$69.5K +1,288 +17%
IPW
92
Intergy Private Wealth
Colorado
$448K +$461K +8,535 New
ACG
93
Allen Capital Group
Nebraska
$437K +$450K +8,339 New
TSS
94
Two Sigma Securities
New York
$427K +$439K +8,137 New
WWM
95
Western Wealth Management
Colorado
$420K +$432K +8,000 New
CIBC World Market
96
CIBC World Market
Ontario, Canada
$410K
CAL
97
Capital Analysts LLC
Pennsylvania
$408K -$70K -1,297 -14%
LNC
98
Lincoln National Corp
Pennsylvania
$408K +$420K +7,778 New
MTWM
99
Masso Torrence Wealth Management
New Jersey
$397K +$170K +3,148 +71%
AWM
100
AE Wealth Management
Kansas
$391K +$98.1K +1,817 +32%