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Invesco Total Return Bond ETF
163 hedge funds and large institutions have $1.17B invested in Invesco Total Return Bond ETF in 2023 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 64 increasing their positions, 50 reducing their positions, and 9 closing their positions.
New
Increased
Maintained
Reduced
Closed
300% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 9
31% more capital invested
Capital invested by funds: $896M → $1.17B (+$275M)
28% more repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 50
19% more funds holding
Funds holding: 137 → 163 (+26)
10% more funds holding in top 10
Funds holding in top 10: 10 → 11 (+1)
4.73% more ownership
Funds ownership: 92.07% → 96.8% (+4.7%)
Holders
163
Holders Change
+26
Holders Change %
+18.98%
% of All Funds
2.38%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.16%
New
36
Increased
64
Reduced
50
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$82.3M |
| 2 |
KW
KWB Wealth
Redlands,
California
|
+$35.9M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$25.6M |
| 4 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$14.2M |
| 5 |
APW
Acima Private Wealth
Richmond,
Virginia
|
+$10.9M |
