We are live on ! Find out more
GTO icon

Invesco Total Return Bond ETF

167 hedge funds and large institutions have $1.15B invested in Invesco Total Return Bond ETF in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 69 increasing their positions, 68 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 14

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

1% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 68

1% less funds holding

Funds holding: 168167 (-1)

4% less capital invested

Capital invested by funds: $1.2B → $1.15B (-$50M)

1.34% less ownership

Funds ownership: 88.18%86.83% (-1.3%)

Holders
167
Holders Change
-1
Holders Change %
-0.6%
% of All Funds
2.41%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.19%
New
17
Increased
69
Reduced
68
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
101
Brinker Capital Investments
Pennsylvania
$548K -$152K -3,296 -22%
OPS
102
Orion Portfolio Solutions
Nebraska
$548K -$152K -3,296 -22%
Citadel Advisors
103
Citadel Advisors
Florida
$531K +$138K +2,995 +35%
WWA
104
WCG Wealth Advisors
Nevada
$522K +$521K +11,270 New
IAN
105
Integrated Advisors Network
Texas
$495K -$29.6K -640 -6%
EWA
106
Evolution Wealth Advisors
Florida
$489K +$141K +3,050 +41%
CCWA
107
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$469K -$83K -1,795 -15%
MCM
108
Mainstay Capital Management
Michigan
$465K -$131K -2,829 -22%
Betterment LLC
109
Betterment LLC
New York
$438K +$194K +4,201 +80%
LFAS
110
Level Four Advisory Services
Texas
$371K -$151K -3,261 -29%
SAW
111
Signal Advisors Wealth
Michigan
$352K +$351K +7,601 New
CPRC
112
Consolidated Portfolio Review Corp
New York
$338K -$3.24K -70 -1%
WS
113
Wedbush Securities
California
$323K -$163K -3,533 -34%
PWM
114
Perigon Wealth Management
California
$319K -$4.95K -107 -2%
Financial Engines Advisors
115
Financial Engines Advisors
California
$317K +$8.32K +180 +3%
Comerica Bank
116
Comerica Bank
Texas
$308K -$23.2K -502 -7%
RT
117
Rockland Trust
Massachusetts
$278K -$230K -4,971 -45%
LFA
118
LGT Financial Advisors
Texas
$278K -$1.62M -34,933 -85%
FTUS
119
Flow Traders U.S.
New York
$276K -$843K -18,236 -75%
SAM
120
Strategy Asset Managers
California
$243K +$242K +5,227 New
D
121
Diversified
Delaware
$242K +$242K +5,231 New
KP
122
Keel Point
Alabama
$241K -$121K -2,607 -34%
LA
123
Lifeworks Advisors
Michigan
$237K -$3.51K -76 -1%
NFP
124
NorthLanding Financial Partners
New York
$230K +$2.36K +51 +1%
WIP
125
WealthCare Investment Partners
Rhode Island
$230K +$229K +4,956 New