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Invesco Total Return Bond ETF

186 hedge funds and large institutions have $1.6B invested in Invesco Total Return Bond ETF in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 90 increasing their positions, 55 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
+9
Holders Change %
+5.08%
% of All Funds
2.48%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.23%
New
27
Increased
90
Reduced
55
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NFA
76
Northwest Financial Advisors
Virginia
$2.66M +$575K +12,386 +28%
MW
77
Marcum Wealth
Ohio
$2.58M +$112K +2,413 +5%
Cambridge Investment Research Advisors
78
Cambridge Investment Research Advisors
Iowa
$2.54M +$365K +7,860 +17%
CW
79
Cook Wealth
North Carolina
$2.51M +$222K +4,792 +10%
Mercer Global Advisors
80
Mercer Global Advisors
Colorado
$2.45M -$152K -3,284 -6%
HIP
81
HUB Investment Partners
Texas
$2.35M -$287K -6,194 -11%
AQR Capital Management
82
AQR Capital Management
Connecticut
$2.18M +$304K +6,547 +16%
CIA
83
Concurrent Investment Advisors
Florida
$2M +$527K +11,351 +36%
FHA
84
Flagship Harbor Advisors
Massachusetts
$1.97M -$1.69M -36,438 -46%
AWA
85
Arete Wealth Advisors
Illinois
$1.95M +$103K +2,225 +6%
Lido Advisors
86
Lido Advisors
California
$1.79M +$863K +18,604 +93%
CAPTRUST Financial Advisors
87
CAPTRUST Financial Advisors
North Carolina
$1.77M +$367K +7,904 +26%
PAS
88
Park Avenue Securities
New York
$1.69M -$39.3K -846 -2%
TCFP
89
Treasure Coast Financial Planning
Florida
$1.69M +$802K +17,293 +91%
RPGK
90
Retirement Planning Group (Kansas)
Kansas
$1.68M -$77.2K -1,664 -4%
SDWMA
91
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.66M -$46.5K -1,002 -3%
RA
92
RFG Advisory
Alabama
$1.6M +$271K +5,847 +20%
MCA
93
MSH Capital Advisors
Arizona
$1.45M -$945K -20,370 -39%
MCC
94
Money Concepts Capital
Florida
$1.41M +$510 +11 +0%
OPS
95
Orion Portfolio Solutions
Nebraska
$1.21M +$111K +2,388 +10%
BCI
96
Brinker Capital Investments
Pennsylvania
$1.21M +$111K +2,388 +10%
SP
97
Sequent Planning
Nebraska
$1.2M +$31.6K +682 +3%
PFG
98
PAX Financial Group
Texas
$1.12M +$47.4K +1,021 +4%
FAIM
99
Financial Advocates Investment Management
Washington
$1.11M -$680K -14,656 -38%
P
100
&Partners
Tennessee
$1.04M -$864K -18,625 -45%