We are live on ! Find out more
GTO icon

Invesco Total Return Bond ETF

134 hedge funds and large institutions have $642M invested in Invesco Total Return Bond ETF in 2022 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 48 increasing their positions, 54 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 12

33% more funds holding in top 10

Funds holding in top 10: 912 (+3)

9% more funds holding

Funds holding: 123134 (+11)

1.39% more ownership

Funds ownership: 61.61%63% (+1.4%)

4% less capital invested

Capital invested by funds: $670M → $642M (-$27.3M)

11% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 54

Holders
134
Holders Change
+11
Holders Change %
+8.94%
% of All Funds
2.11%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.19%
New
25
Increased
48
Reduced
54
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PPW
101
Pinnacle Private Wealth
Massachusetts
$374K -$9.93K -184 -3%
PFA
102
Pathway Financial Advisors
Vermont
$372K +$383K +7,093 New
WAP
103
Wealthcare Advisory Partners
Pennsylvania
$352K -$49.6K -920 -12%
VR
104
Viridian RIA
Washington
$327K -$342K -6,329 Closed
Financial Engines Advisors
105
Financial Engines Advisors
California
$327K +$337K +6,244 New
IA
106
IFG Advisory
Georgia
$297K
CW
107
CreativeOne Wealth
Kansas
$288K +$3.4K +63 +1%
JWCA
108
J.W. Cole Advisors
Florida
$280K -$303K -5,611 -51%
ACP
109
Aveo Capital Partners
Colorado
$262K +$270K +5,000 New
FHC
110
First Heartland Consultants
Missouri
$261K -$11K -203 -4%
FAG
111
Fortitude Advisory Group
Washington
$225K +$6.37K +118 +3%
Qube Research & Technologies (QRT)
112
Qube Research & Technologies (QRT)
United Kingdom
$207K -$8.96K -166 -4%
NFSG
113
Newbridge Financial Services Group
Florida
$112K -$28.3K -524 -20%
KFI
114
Key Financial Inc
Pennsylvania
$100K +$79.8K +1,478 +345%
ODG
115
O'Dell Group
Ohio
$92K +$29.2K +541 +44%
Wells Fargo
116
Wells Fargo
California
$69K +$70.7K +1,310 +131,000%
APA
117
American Portfolios Advisors
New York
$57.8K -$341K -6,323 -85%
DWP
118
Destiny Wealth Partners
Florida
$51K -$10.6K -196 -17%
LWP
119
Laurel Wealth Planning
Minnesota
$38K +$38.7K +718 New
UBS Group
120
UBS Group
Switzerland
$32K -$85K -1,576 -72%
Rockefeller Capital Management
121
Rockefeller Capital Management
New York
$28K +$162 +3 +0.6%
PA
122
PSI Advisors
Florida
$21K -$2.1K -39 -9%
RFWA
123
RPg Family Wealth Advisory
Massachusetts
$21K
PFS
124
Prospera Financial Services
Texas
$17K +$17.4K +322 New
CHA
125
Carmichael Hill & Associates
Maryland
$16K -$286K -5,295 -95%