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Invesco Total Return Bond ETF

167 hedge funds and large institutions have $1.15B invested in Invesco Total Return Bond ETF in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 69 increasing their positions, 68 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 14

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

1% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 68

1% less funds holding

Funds holding: 168167 (-1)

4% less capital invested

Capital invested by funds: $1.2B → $1.15B (-$50M)

1.34% less ownership

Funds ownership: 88.18%86.83% (-1.3%)

Holders
167
Holders Change
-1
Holders Change %
-0.6%
% of All Funds
2.41%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.19%
New
17
Increased
69
Reduced
68
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SDWMA
76
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.73M -$6.29M -135,937 -78%
CAPTRUST Financial Advisors
77
CAPTRUST Financial Advisors
North Carolina
$1.44M -$1.06M -22,936 -42%
PAS
78
Park Avenue Securities
New York
$1.42M +$236K +5,096 +20%
WN
79
Williams & Novak
California
$1.42M +$1.41M +30,535 New
MCC
80
Money Concepts Capital
Florida
$1.39M -$55.7K -1,205 -4%
AWS
81
Atria Wealth Solutions
New York
$1.38M -$29.6K -640 -2%
RA
82
RFG Advisory
Alabama
$1.33M +$92.1K +1,991 +7%
SWP
83
Stratos Wealth Partners
Ohio
$1.22M -$881K -19,061 -42%
AQR Capital Management
84
AQR Capital Management
Connecticut
$1.21M +$342K +7,406 +39%
Jones Financial Companies
85
Jones Financial Companies
Missouri
$1.2M +$1.19M +25,819 New
Lido Advisors
86
Lido Advisors
California
$1.13M -$11.2K -242 -1%
FFA
87
Founders Financial Alliance
North Carolina
$1.07M -$71K -1,535 -6%
CIA
88
Concurrent Investment Advisors
Florida
$1.03M +$278K +6,005 +37%
OIA
89
OneDigital Investment Advisors
Kansas
$1.02M +$744K +16,085 +273%
EH
90
Equitable Holdings
New York
$1.01M +$607K +13,118 +151%
TCFP
91
Treasure Coast Financial Planning
Florida
$983K -$30.9K -668 -3%
IA
92
IFP Advisors
Florida
$873K -$160K -3,462 -16%
SP
93
Sequent Planning
Nebraska
$861K +$125K +2,695 +17%
HighTower Advisors
94
HighTower Advisors
Illinois
$787K +$780K +16,879 New
OFS
95
OneAscent Financial Services
Alabama
$771K -$642K -13,885 -46%
CA
96
Clearstead Advisors
Ohio
$730K +$729K +15,757 New
KCIC
97
Kuhn & Co Investment Counsel
Illinois
$710K +$57.3K +1,240 +9%
HAS
98
HBW Advisory Services
California
$647K +$65.5K +1,416 +11%
PFA
99
Pathway Financial Advisors
Vermont
$612K
AssetMark Inc
100
AssetMark Inc
California
$585K +$274K +5,935 +89%