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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
AWA
126
Alta Wealth Advisors
Massachusetts
$229K -$13.6K -295 -6%
ASN
127
Advisory Services Network
Georgia
$228K -$740 -16 -0.3%
AFP
128
Ausdal Financial Partners
Iowa
$214K +$213K +4,616 New
AF
129
Allworth Financial
California
$185K +$8.23K +178 +5%
APC
130
Aspire Private Capital
North Carolina
$171K +$2.03K +44 +1%
GWM
131
Geneos Wealth Management
Colorado
$129K -$4.02K -87 -3%
ACA
132
American Capital Advisory
Idaho
$118K -$191K -4,126 -62%
PS
133
Principal Securities
Iowa
$113K -$6.2K -134 -5%
KFI
134
Key Financial Inc
Pennsylvania
$108K +$416 +9 +0.4%
PTC
135
Private Trust Company
Ohio
$97.3K
FGAM
136
Financial Gravity Asset Management
Texas
$96.7K -$132K -2,865 -58%
NCM
137
Northwest Capital Management
Oregon
$96.6K -$17K -367 -15%
CAL
138
Capital Analysts LLC
Pennsylvania
$82K +$13.9K +301 +21%
GJWM
139
Gilliland Jeter Wealth Management
Arkansas
$77K +$13.4K +290 +21%
PWMG
140
Prestige Wealth Management Group
New Jersey
$74.6K
CP
141
Castleview Partners
Texas
$72.5K
HI
142
Harbour Investments
Wisconsin
$67.1K -$44.3K -957 -40%
CIAS
143
Capital Investment Advisory Services
North Carolina
$65.8K +$12.7K +275 +24%
PA
144
Parallel Advisors
California
$54.4K -$3.65K -79 -6%
PB
145
Pinnacle Bancorp
Nebraska
$54.3K
CB
146
Chris Bulman
California
$51K +$50.8K +1,099 New
TWP
147
Triad Wealth Partners
Kansas
$47.8K +$47.7K +1,031 New
TWC
148
TD Waterhouse Canada
Ontario, Canada
$31.3K +$25.1K +543 +396%
AF
149
Advisornet Financial
Minnesota
$17K
NFSG
150
Newbridge Financial Services Group
Florida
$12.3K -$12.3K -265 -50%