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Invesco Total Return Bond ETF

168 hedge funds and large institutions have $1.2B invested in Invesco Total Return Bond ETF in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 74 increasing their positions, 56 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
+5
Holders Change %
+3.07%
% of All Funds
2.44%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.17%
New
23
Increased
74
Reduced
56
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KCIC
101
Kuhn & Co Investment Counsel
Illinois
$658K +$44.9K +960 +7%
PFA
102
Pathway Financial Advisors
Vermont
$618K -$4.68K -100 -0.8%
CW
103
CreativeOne Wealth
Kansas
$615K +$615K +13,140 New
MCM
104
Mainstay Capital Management
Michigan
$602K +$602K +12,859 New
HAS
105
HBW Advisory Services
California
$593K
CCWA
106
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$558K -$562K -12,002 -50%
LFAS
107
Level Four Advisory Services
Texas
$532K
IAN
108
Integrated Advisors Network
Texas
$530K -$29.3K -625 -5%
RT
109
Rockland Trust
Massachusetts
$514K -$522K -11,146 -50%
WS
110
Wedbush Securities
California
$492K -$17.5K -373 -3%
Susquehanna International Group
111
Susquehanna International Group
Pennsylvania
$474K +$84.5K +1,805 +22%
EH
112
Equitable Holdings
New York
$408K +$118K +2,511 +40%
Citadel Advisors
113
Citadel Advisors
Florida
$396K -$163K -3,484 -29%
KP
114
Keel Point
Alabama
$358K -$421 -9 -0.1%
EWA
115
Evolution Wealth Advisors
Florida
$351K -$1.4K -30 -0.4%
CPRC
116
Consolidated Portfolio Review Corp
New York
$345K -$936 -20 -0.3%
PI
117
PFG Investments
New York
$345K +$345K +7,364 New
Comerica Bank
118
Comerica Bank
Texas
$334K -$35.3K -755 -10%
PWM
119
Perigon Wealth Management
California
$327K +$327K +6,979 New
AssetMark Inc
120
AssetMark Inc
California
$313K -$25.7K -549 -8%
ACA
121
American Capital Advisory
Idaho
$312K +$195K +4,126 +166%
Financial Engines Advisors
122
Financial Engines Advisors
California
$311K +$2.95K +63 +1%
OIA
123
OneDigital Investment Advisors
Kansas
$276K +$276K +5,889 New
IPW
124
Intergy Private Wealth
Colorado
$252K -$78.9K -1,686 -24%
Betterment LLC
125
Betterment LLC
New York
$245K +$245K +5,241 New