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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
BNP Paribas Financial Markets
151
BNP Paribas Financial Markets
France
$12.1K -$18K -390 -60%
AWM
152
Avior Wealth Management
Nebraska
$9.18K
SPIA
153
Steward Partners Investment Advisory
New York
$8.76K -$647 -14 -7%
FFA
154
Frazier Financial Advisors
Ohio
$7.29K +$46 +1 +0.6%
Northwestern Mutual Wealth Management
155
Northwestern Mutual Wealth Management
Wisconsin
$6.35K +$6.33K +137 New
CWP
156
Concord Wealth Partners
Virginia
$4.91K
IGWM
157
ICA Group Wealth Management
Colorado
$3.94K -$233K -5,039 -98%
MG
158
Mather Group
Illinois
$3.14K +$3.1K +67 New
GI
159
Gradient Investments
Minnesota
$2.97K
SSB
160
Sandy Spring Bank
Maryland
$2.41K
FFA
161
Farther Finance Advisors
California
$1.48K -$1.76K -38 -54%
WWMSC
162
Wagner Wealth Management (South Carolina)
South Carolina
$1.3K
LFG
163
Larson Financial Group
Missouri
$1.09K +$46 +1 +4%
UBS Group
164
UBS Group
Switzerland
$1.02K -$44K -952 -98%
FHC
165
First Heartland Consultants
Missouri
$573 -$184K -3,969 -24%
KHC
166
Koesten Hirschmann & Crabtree
Kansas
$47
TRCT
167
Tower Research Capital (TRC)
New York
$46
HW
168
Hedeker Wealth
Illinois
-$2.34M -50,080 Closed
BAM
169
Belpointe Asset Management
Nevada
-$2.17M -46,299 Closed
GAG
170
Goodman Advisory Group
Massachusetts
-$1.59M -33,890 Closed
OMC
171
Old Mission Capital
Illinois
-$879K -18,786 Closed
LNC
172
Lincoln National Corp
Pennsylvania
-$773K -16,518 Closed
CW
173
CreativeOne Wealth
Kansas
-$615K -13,140 Closed
Susquehanna International Group
174
Susquehanna International Group
Pennsylvania
-$474K -10,123 Closed
PI
175
PFG Investments
New York
-$345K -7,364 Closed