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Invesco Total Return Bond ETF

186 hedge funds and large institutions have $1.6B invested in Invesco Total Return Bond ETF in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 90 increasing their positions, 55 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
+9
Holders Change %
+5.08%
% of All Funds
2.48%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.23%
New
27
Increased
90
Reduced
55
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FHC
126
First Heartland Consultants
Missouri
$495K -$103K -2,224 -17%
HH
127
Hilltop Holdings
Texas
$494K +$3.39K +73 +0.7%
CW
128
CreativeOne Wealth
Kansas
$491K -$36.7K -791 -7%
OIA
129
OneDigital Investment Advisors
Kansas
$449K -$570K -12,294 -56%
FIA
130
Foundations Investment Advisors
Arizona
$416K +$62.8K +1,353 +18%
FGA
131
Fortis Group Advisors
New Jersey
$409K +$4.92K +106 +1%
Stifel Financial
132
Stifel Financial
Missouri
$383K +$383K +8,251 New
BWMG
133
Barnes Wealth Management Group
California
$380K +$380K +8,183 New
AssetMark Inc
134
AssetMark Inc
California
$372K -$62.2K -1,341 -14%
MCM
135
Mainstay Capital Management
Michigan
$366K -$82.6K -1,781 -18%
LFAS
136
Level Four Advisory Services
Texas
$359K -$12.3K -265 -3%
RIS
137
Richmond Investment Services
Wisconsin
$352K +$352K +7,582 New
Financial Engines Advisors
138
Financial Engines Advisors
California
$330K -$104K -2,236 -24%
IAN
139
Integrated Advisors Network
Texas
$328K -$99.1K -2,135 -23%
WS
140
Wedbush Securities
California
$297K -$25.3K -545 -8%
CPRC
141
Consolidated Portfolio Review Corp
New York
$282K -$1.07K -23 -0.4%
AFP
142
Ausdal Financial Partners
Iowa
$271K -$10.8K -233 -4%
Susquehanna International Group
143
Susquehanna International Group
Pennsylvania
$265K +$265K +5,720 New
ASN
144
Advisory Services Network
Georgia
$265K +$36.8K +794 +16%
CFB
145
Cullen/Frost Bankers
Texas
$261K +$2.78K +60 +1%
WIP
146
WealthCare Investment Partners
Rhode Island
$251K +$10.1K +217 +4%
CCM
147
Condor Capital Management
New Jersey
$243K +$243K +5,235 New
IPW
148
Impact Partnership Wealth
Georgia
$237K +$237K +5,105 New
EWA
149
EP Wealth Advisors
California
$236K +$236K +5,092 New
FFA
150
Farther Finance Advisors
California
$236K +$234K +5,045 +15,766%