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Invesco Total Return Bond ETF

123 hedge funds and large institutions have $670M invested in Invesco Total Return Bond ETF in 2021 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 50 increasing their positions, 35 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 13

43% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 35

14% more funds holding

Funds holding: 108123 (+15)

14% more capital invested

Capital invested by funds: $588M → $670M (+$81.6M)

0.3% less ownership

Funds ownership: 61.91%61.61% (-0.3%)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

Holders
123
Holders Change
+15
Holders Change %
+13.89%
% of All Funds
1.89%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.14%
New
30
Increased
50
Reduced
35
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
101
Cetera Investment Advisers
Illinois
$289K -$49.7K -879 -15%
SPC
102
Sigma Planning Corp
Michigan
$254K -$17.1K -303 -6%
MTWM
103
Masso Torrence Wealth Management
New Jersey
$249K +$250K +4,425 New
FAG
104
Fortitude Advisory Group
Washington
$236K +$236K +4,181 New
Qube Research & Technologies (QRT)
105
Qube Research & Technologies (QRT)
United Kingdom
$232K -$1.91M -33,723 -89%
WIP
106
WealthCare Investment Partners
Rhode Island
$218K +$218K +3,865 New
CA
107
CoreCap Advisors
Michigan
$151K +$152K +2,682 New
NFSG
108
Newbridge Financial Services Group
Florida
$149K +$10.1K +179 +7%
UBS Group
109
UBS Group
Switzerland
$123K +$119K +2,103 +2,629%
ODG
110
O'Dell Group
Ohio
$69K
DWP
111
Destiny Wealth Partners
Florida
$66K +$43.3K +766 +189%
WA
112
Win Advisors
Florida
$34K +$34.2K +605 New
Rockefeller Capital Management
113
Rockefeller Capital Management
New York
$30K +$170 +3 +0.6%
EVM
114
Eaton Vance Management
Massachusetts
$25K +$113 +2 +0.5%
PA
115
PSI Advisors
Florida
$25K +$3.33K +59 +15%
KFI
116
Key Financial Inc
Pennsylvania
$24K +$1.53K +27 +7%
RFWA
117
RPg Family Wealth Advisory
Massachusetts
$22.5K
US Bancorp
118
US Bancorp
Minnesota
$17K
PB
119
Pinnacle Bancorp
Nebraska
$11K
CCMW
120
Cypress Capital Management (Wyoming)
Wyoming
$2K +$2.26K +40 New
FHC
121
First Heartland Consultants
Missouri
$292 -$20.2K -357 -6%
CP
122
Castleview Partners
Texas
$101 +$322K +5,692 New
FFN
123
Focus Financial Network
Minnesota
-$20.3M -357,541 Closed
BBA
124
Braun-Bostich & Associates
Pennsylvania
-$1.94M -34,132 Closed
VCM
125
Virtue Capital Management
Tennessee
-$1.69M -29,730 Closed