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Invesco Total Return Bond ETF

177 hedge funds and large institutions have $1.55B invested in Invesco Total Return Bond ETF in 2024 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 88 increasing their positions, 47 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 13

87% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 47

34% more capital invested

Capital invested by funds: $1.15B → $1.55B (+$397M)

15% more funds holding in top 10

Funds holding in top 10: 1315 (+2)

6% more funds holding

Funds holding: 167177 (+10)

2.83% more ownership

Funds ownership: 86.83%89.66% (+2.8%)

Holders
177
Holders Change
+10
Holders Change %
+5.99%
% of All Funds
2.54%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.22%
New
25
Increased
88
Reduced
47
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VFPW
101
Vantage Financial Partners (Wisconsin)
Wisconsin
$836K +$825K +17,308 New
FFA
102
Founders Financial Alliance
North Carolina
$834K -$276K -5,800 -25%
HighTower Advisors
103
HighTower Advisors
Illinois
$831K +$12K +251 +1%
CA
104
Clearstead Advisors
Ohio
$798K +$36.5K +765 +5%
KCIC
105
Kuhn & Co Investment Counsel
Illinois
$739K
Comerica Bank
106
Comerica Bank
Texas
$683K +$358K +7,505 +113%
AWA
107
Arkadios Wealth Advisors
Georgia
$664K +$655K +13,741 New
PFA
108
Pathway Financial Advisors
Vermont
$638K
FTUS
109
Flow Traders U.S.
New York
$627K +$335K +7,023 +118%
FHC
110
First Heartland Consultants
Missouri
$623K +$25.1K +527 +4%
EWA
111
Evolution Wealth Advisors
Florida
$604K +$93.4K +1,960 +19%
SOS
112
Silver Oak Securities
Tennessee
$603K +$594K +12,457 New
PS
113
Principal Securities
Iowa
$587K +$463K +9,718 +400%
AWS
114
Atria Wealth Solutions
New York
$584K -$840K -17,629 -59%
Jane Street
115
Jane Street
New York
$576K -$1.72M -36,055 -75%
Betterment LLC
116
Betterment LLC
New York
$563K +$106K +2,214 +23%
JSL
117
JT Stratford LLC
Georgia
$563K +$556K +11,655 New
CW
118
CreativeOne Wealth
Kansas
$550K +$542K +11,378 New
WWA
119
WCG Wealth Advisors
Nevada
$526K -$17.7K -371 -3%
HH
120
Hilltop Holdings
Texas
$510K +$504K +10,567 New
WWM
121
Western Wealth Management
Colorado
$495K +$489K +10,257 New
Janney Montgomery Scott
122
Janney Montgomery Scott
Pennsylvania
$483K +$476K +9,994 New
MCM
123
Mainstay Capital Management
Michigan
$467K -$17.3K -362 -4%
AssetMark Inc
124
AssetMark Inc
California
$452K -$155K -3,261 -26%
Financial Engines Advisors
125
Financial Engines Advisors
California
$451K +$120K +2,513 +37%