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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
IAN
126
Integrated Advisors Network
Texas
$445K -$70.6K -1,482 -14%
FGA
127
Fortis Group Advisors
New Jersey
$421K +$415K +8,712 New
LFAS
128
Level Four Advisory Services
Texas
$376K
FIA
129
Foundations Investment Advisors
Arizona
$368K +$363K +7,619 New
PWM
130
Perigon Wealth Management
California
$346K +$13.6K +285 +4%
WS
131
Wedbush Securities
California
$336K -$906 -19 -0.3%
CPRC
132
Consolidated Portfolio Review Corp
New York
$295K -$56.4K -1,183 -16%
AFP
133
Ausdal Financial Partners
Iowa
$294K +$69.8K +1,465 +32%
CFB
134
Cullen/Frost Bankers
Texas
$269K +$266K +5,575 New
SAM
135
Strategy Asset Managers
California
$250K -$2.72K -57 -1%
WIP
136
WealthCare Investment Partners
Rhode Island
$247K +$10.6K +222 +4%
KP
137
Keel Point
Alabama
$244K
NFP
138
NorthLanding Financial Partners
New York
$242K +$2.19K +46 +0.9%
GJWM
139
Gilliland Jeter Wealth Management
Arkansas
$231K +$149K +3,118 +188%
AWA
140
Alta Wealth Advisors
Massachusetts
$229K -$8.82K -185 -4%
ASN
141
Advisory Services Network
Georgia
$228K
LA
142
Lifeworks Advisors
Michigan
$217K -$29.4K -617 -12%
ACA
143
Aspire Capital Advisors
Washington
$210K +$207K +4,341 New
GKWIM
144
Gerber Kawasaki Wealth & Investment Management
California
$185K +$182K +3,825 New
AF
145
Allworth Financial
California
$171K -$19.8K -416 -11%
KFI
146
Key Financial Inc
Pennsylvania
$113K +$381 +8 +0.3%
NCM
147
Northwest Capital Management
Oregon
$104K +$3.81K +80 +4%
LFA
148
LGT Financial Advisors
Texas
$102K -$185K -3,888 -65%
PTC
149
Private Trust Company
Ohio
$101K
GWM
150
Geneos Wealth Management
Colorado
$95.4K -$38.8K -815 -29%