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Invesco Total Return Bond ETF

177 hedge funds and large institutions have $1.55B invested in Invesco Total Return Bond ETF in 2024 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 88 increasing their positions, 47 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 13

87% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 47

34% more capital invested

Capital invested by funds: $1.15B → $1.55B (+$397M)

15% more funds holding in top 10

Funds holding in top 10: 1315 (+2)

6% more funds holding

Funds holding: 167177 (+10)

2.83% more ownership

Funds ownership: 86.83%89.66% (+2.8%)

Holders
177
Holders Change
+10
Holders Change %
+5.99%
% of All Funds
2.54%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.22%
New
25
Increased
88
Reduced
47
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NFA
76
Northwest Financial Advisors
Virginia
$2.17M -$43.7K -917 -2%
P
77
&Partners
Tennessee
$1.99M +$28.6K +601 +1%
AQR Capital Management
78
AQR Capital Management
Connecticut
$1.95M +$674K +14,148 +54%
AWA
79
Arete Wealth Advisors
Illinois
$1.91M -$346K -7,257 -15%
FAIM
80
Financial Advocates Investment Management
Washington
$1.86M -$49.8K -1,044 -3%
RPGK
81
Retirement Planning Group (Kansas)
Kansas
$1.83M -$162K -3,401 -8%
PAS
82
Park Avenue Securities
New York
$1.8M +$311K +6,518 +21%
SDWMA
83
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.78M -$17.1K -358 -1%
CIA
84
Concurrent Investment Advisors
Florida
$1.54M +$455K +9,550 +43%
MCC
85
Money Concepts Capital
Florida
$1.47M +$20.8K +437 +1%
CAPTRUST Financial Advisors
86
CAPTRUST Financial Advisors
North Carolina
$1.46M -$37.6K -788 -3%
WN
87
Williams & Novak
California
$1.45M -$24.3K -509 -2%
Citadel Advisors
88
Citadel Advisors
Florida
$1.38M +$821K +17,219 +150%
RA
89
RFG Advisory
Alabama
$1.38M -$7.48K -157 -0.5%
SP
90
Sequent Planning
Nebraska
$1.21M +$309K +6,484 +35%
BCI
91
Brinker Capital Investments
Pennsylvania
$1.15M +$570K +11,949 +101%
OPS
92
Orion Portfolio Solutions
Nebraska
$1.15M +$570K +11,949 +101%
EH
93
Equitable Holdings
New York
$1.14M +$88.6K +1,859 +9%
SWP
94
Stratos Wealth Partners
Ohio
$1.13M -$147K -3,083 -12%
PFG
95
PAX Financial Group
Texas
$1.11M +$1.1M +23,016 New
OIA
96
OneDigital Investment Advisors
Kansas
$1.06M -$95 -2 -0%
HAS
97
HBW Advisory Services
California
$1.04M +$364K +7,639 +55%
Lido Advisors
98
Lido Advisors
California
$967K -$208K -4,370 -18%
EFG
99
Elios Financial Group
Ohio
$932K +$920K +19,303 New
TCFP
100
Treasure Coast Financial Planning
Florida
$922K -$101K -2,113 -10%