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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 %
AWA
126
Alta Wealth Advisors
Massachusetts
$245K -$141K -3,013 -37%
LA
127
Lifeworks Advisors
Michigan
$243K -$137K -2,926 -36%
IGWM
128
ICA Group Wealth Management
Colorado
$240K +$7.86K +168 +3%
FGAM
129
Financial Gravity Asset Management
Texas
$233K -$8.53M -181,182 -97%
ASN
130
Advisory Services Network
Georgia
$231K -$21.4K -458 -9%
NFP
131
NorthLanding Financial Partners
New York
$230K +$2.29K +49 +1%
ACA
132
Aspire Capital Advisors
Washington
$218K +$2.43K +52 +1%
FZCM
133
Flynn Zito Capital Management
New York
$205K +$205K +4,377 New
Qube Research & Technologies (QRT)
134
Qube Research & Technologies (QRT)
United Kingdom
$200K +$12.5K +266 +7%
AF
135
Allworth Financial
California
$177K +$11.1K +238 +7%
APC
136
Aspire Private Capital
North Carolina
$171K
GWM
137
Geneos Wealth Management
Colorado
$135K -$110K -2,340 -45%
PS
138
Principal Securities
Iowa
$120K -$166K -3,554 -58%
NCM
139
Northwest Capital Management
Oregon
$115K +$1.97K +42 +2%
HI
140
Harbour Investments
Wisconsin
$113K +$328 +7 +0.3%
KFI
141
Key Financial Inc
Pennsylvania
$109K +$374 +8 +0.3%
PTC
142
Private Trust Company
Ohio
$98.3K
PWMG
143
Prestige Wealth Management Group
New Jersey
$75.3K
CP
144
Castleview Partners
Texas
$73.2K +$47 +1 +0.1%
CAL
145
Capital Analysts LLC
Pennsylvania
$68K +$745 +16 +1%
GJWM
146
Gilliland Jeter Wealth Management
Arkansas
$64.2K +$64.2K +1,371 New
PA
147
Parallel Advisors
California
$58.7K
PB
148
Pinnacle Bancorp
Nebraska
$54.9K
CIAS
149
Capital Investment Advisory Services
North Carolina
$53.6K +$53.6K +1,144 New
UBS Group
150
UBS Group
Switzerland
$45.6K -$50.1K -1,070 -52%