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Invesco Total Return Bond ETF
137 hedge funds and large institutions have $896M invested in Invesco Total Return Bond ETF in 2023 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 72 increasing their positions, 42 reducing their positions, and 15 closing their positions.
New
Increased
Maintained
Reduced
Closed
71% more repeat investments, than reductions
Existing positions increased: 72 | Existing positions reduced: 42
13% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 15
2.74% more ownership
Funds ownership: 89.33% → 92.07% (+2.7%)
2% more capital invested
Capital invested by funds: $883M → $896M (+$13.3M)
1% less funds holding
Funds holding: 138 → 137 (-1)
9% less funds holding in top 10
Funds holding in top 10: 11 → 10 (-1)
Holders
137
Holders Change
-1
Holders Change %
-0.72%
% of All Funds
2.17%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.16%
New
17
Increased
72
Reduced
42
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Bank of New York Mellon
New York
|
+$23.9M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$14.8M |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$14.4M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$9.75M |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$8.23M |
Top Sellers
| 1 |
LS
Leelyn Smith
Geneva,
Illinois
|
-$8.08M |
| 2 |
LPL Financial
San Diego,
California
|
-$6.66M |
| 3 |
Jane Street
New York
|
-$5.04M |
| 4 |
RT
Rockland Trust
Hanover,
Massachusetts
|
-$4.99M |
| 5 |
Mercer Global Advisors
Denver,
Colorado
|
-$2.86M |