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Invesco Total Return Bond ETF

129 hedge funds and large institutions have $542M invested in Invesco Total Return Bond ETF in 2022 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 53 increasing their positions, 49 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

13% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 15

5.91% more ownership

Funds ownership: 63.89%69.8% (+5.9%)

8% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 49

2% more capital invested

Capital invested by funds: $532M → $542M (+$10M)

2% less funds holding

Funds holding: 132129 (-3)

Holders
129
Holders Change
-3
Holders Change %
-2.27%
% of All Funds
2.22%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.14%
New
17
Increased
53
Reduced
49
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HI
76
Harbour Investments
Wisconsin
$614K
AF
77
Allworth Financial
California
$602K -$1.29M -26,834 -67%
CAN
78
Cetera Advisor Networks
California
$600K +$234K +4,849 +58%
MW
79
Marcum Wealth
Ohio
$590K +$83.7K +1,737 +16%
Susquehanna International Group
80
Susquehanna International Group
Pennsylvania
$572K -$1.04M -21,552 -63%
TWC
81
TD Waterhouse Canada
Ontario, Canada
$558K +$25.7K +534 +5%
GWM
82
Geneos Wealth Management
Colorado
$548K -$32.8K -680 -5%
WSTAM
83
Wilbanks Smith & Thomas Asset Management
Virginia
$539K +$964 +20 +0.2%
CF
84
Centaurus Financial
California
$480K -$5.68K -118 -1%
CAM
85
Cozad Asset Management
Illinois
$431K +$31.8K +660 +8%
FHA
86
Flagship Harbor Advisors
Massachusetts
$415K +$16K +332 +4%
TCFP
87
Treasure Coast Financial Planning
Florida
$389K -$54.8K -1,137 -12%
WWM
88
Western Wealth Management
Colorado
$370K +$16.1K +335 +4%
MTWM
89
Masso Torrence Wealth Management
New Jersey
$365K +$5.59K +116 +1%
KAS
90
Kestra Advisory Services
Texas
$360K +$380K +7,888 New
WWA
91
WCG Wealth Advisors
Nevada
$352K -$8.67K -180 -2%
LNC
92
Lincoln National Corp
Pennsylvania
$303K -$60.9K -1,263 -16%
CAL
93
Capital Analysts LLC
Pennsylvania
$303K -$32.2K -669 -9%
Financial Engines Advisors
94
Financial Engines Advisors
California
$297K +$18.1K +376 +6%
DAS
95
Dynamic Advisor Solutions
Arizona
$297K +$314K +6,517 New
NFP
96
NorthLanding Financial Partners
New York
$296K +$313K +6,487 New
WAP
97
Wealthcare Advisory Partners
Pennsylvania
$295K +$1.2K +25 +0.4%
HighTower Advisors
98
HighTower Advisors
Illinois
$281K +$297K +6,170 New
UWM
99
USAdvisors Wealth Management
Minnesota
$275K +$290K +6,020 New
WS
100
Wedbush Securities
California
$262K +$276K +5,735 New