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Invesco Total Return Bond ETF

138 hedge funds and large institutions have $883M invested in Invesco Total Return Bond ETF in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 65 increasing their positions, 44 reducing their positions, and 12 closing their positions.

Holders
138
Holders Change
+10
Holders Change %
+7.81%
% of All Funds
2.18%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.17%
New
23
Increased
65
Reduced
44
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
UBS Group
126
UBS Group
Switzerland
$55K 1,184 +1,184 New
NFSG
127
Newbridge Financial Services Group
Florida
$53.4K 1,150
PP
128
PFS Partners
New Jersey
$35.4K 762 +762 New
NCM
129
Northwest Capital Management
Oregon
$26.7K 574 +574 New
AF
130
Advisornet Financial
Minnesota
$17K 366 +366 New
PA
131
Parallel Advisors
California
$14K 301 +301 New
FFA
132
Farther Finance Advisors
California
$3.95K 85 +60 +240%
KHC
133
Koesten Hirschmann & Crabtree
Kansas
$1.35K 29 -21 -42%
LFG
134
Larson Financial Group
Missouri
$1.07K 23 -7 -23%
CHA
135
Carmichael Hill & Associates
Maryland
$1.02K 22
FGAM
136
Financial Gravity Asset Management
Texas
$786 16,925 +527 +3%
PA
137
PSI Advisors
Florida
$697 15 -25 -63%
Fidelity Investments
138
Fidelity Investments
Massachusetts
$93 2 +2 New
TRCT
139
Tower Research Capital (TRC)
New York
$46 1
GWSA
140
Global Wealth Strategies & Associates
Colorado
AWA
141
Amplius Wealth Advisors
Pennsylvania
-213,780 Closed
SWA
142
Stratos Wealth Advisors
Ohio
-118,201 Closed
SFWC
143
Strategic Family Wealth Counselors
New Jersey
-34,506 Closed
CFG
144
Citizens Financial Group
Rhode Island
-18,328 Closed
CCWA
145
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-17,101 Closed
FZCM
146
Flynn Zito Capital Management
New York
-16,017 Closed
PWS
147
Paragon Wealth Strategies
Florida
-7,002 Closed
MOS
148
MGO One Seven
Ohio
-6,735 Closed
UWM
149
USAdvisors Wealth Management
Minnesota
-6,255 Closed
VC
150
Vicus Capital
Pennsylvania
-4,404 Closed