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Invesco Total Return Bond ETF
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Overview Fund Activity

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
–

Top Buyers

1
T
Tidemark
California
$15.7M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$43.7M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$82.5M
4
Truist Financial
Truist Financial
North Carolina
$9.27M
5
FD
Financial Designs
California
$6.94M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$65M
2
Osaic Holdings
Osaic Holdings
Arizona
$152M
3
Bank of America
Bank of America
North Carolina
$36.5M
4
LPL Financial
LPL Financial
California
$102M
5
NFA
Northwest Financial Advisors
Virginia
$1.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
RG
151
Retirement Group
California
$42.8K +$281 +6 +0.7%
BNP Paribas Financial Markets
152
BNP Paribas Financial Markets
France
$30.5K +$30.5K +651 New
NFSG
153
Newbridge Financial Services Group
Florida
$24.8K – – –
AF
154
Advisornet Financial
Minnesota
$17.1K – – –
FHA
155
First Horizon Advisors
Tennessee
$13.4K +$6.27K +134 +88%
SPIA
156
Steward Partners Investment Advisory
New York
$9.5K – – –
AWM
157
Avior Wealth Management
Nebraska
$9.27K +$9.27K +198 New
FFA
158
Frazier Financial Advisors
Ohio
$7.28K -$4.95K -106 -40%
TWC
159
TD Waterhouse Canada
Ontario, Canada
$6.36K -$448K -9,647 -99%
CWP
160
Concord Wealth Partners
Virginia
$4.96K +$4.96K +106 New
FFA
161
Farther Finance Advisors
California
$3.26K -$2.19K -47 -40%
GI
162
Gradient Investments
Minnesota
$3K – – –
SSB
163
Sandy Spring Bank
Maryland
$2.44K – – –
WWM
164
Wagner Wealth Management
South Carolina
$1.31K +$1.31K +28 New
LFG
165
Larson Financial Group
Missouri
$1.09K – – –
Fidelity Investments
166
Fidelity Investments
Massachusetts
$187 +$47 +1 +33%
KHC
167
Koesten Hirschmann & Crabtree
Kansas
$47 -$1.36K -29 -97%
TRCT
168
Tower Research Capital (TRC)
New York
$47 – – –
HighTower Advisors
169
HighTower Advisors
Illinois
– -$1.01M -21,032 Closed
WWA
170
WCG Wealth Advisors
Nevada
– -$650K -13,770 Closed
KAS
171
Kestra Advisory Services
Texas
– -$551K -11,670 Closed
SOS
172
Silver Oak Securities
Tennessee
– -$497K -10,520 Closed
WWM
173
Western Wealth Management
Colorado
– -$491K -10,393 Closed
Bank of Montreal
174
Bank of Montreal
Ontario, Canada
– -$491K -10,360 Closed
CF
175
Centaurus Financial
California
– -$349K -7,392 Closed
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