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Invesco Total Return Bond ETF
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Overview Fund Activity

166 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, 67 reducing their positions, and 14 closing their positions.

Holders
166
Holders Change
-2
Holders Change %
-1.19%
% 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
67
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LWMI
1
Landmark Wealth Management (Illinois)
Illinois
$26.4M
2
T
2
Tidemark
California
$30.6M
3
BCM
3
Brookstone Capital Management
Illinois
$26M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$93.9M
5
DAS
5
Dynamic Advisor Solutions
Arizona
$22.4M

Top Sellers

1
GM
1
GeoWealth Management
Illinois
$7.33M
2
RPGK
2
Retirement Planning Group (Kansas)
Kansas
$1.91M
3
SDWMA
3
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.73M
4
BC
4
Brio Consultants
California
$37.9M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$146M
Name Market Value Shares Shares
Change 		Shares
Change %
AWM
151
Avior Wealth Management
Nebraska
$9.18K 198 – –
SPIA
152
Steward Partners Investment Advisory
New York
$8.76K 189 -14 -7%
FFA
153
Frazier Financial Advisors
Ohio
$7.3K 157 +1 +0.6%
Northwestern Mutual Wealth Management
154
Northwestern Mutual Wealth Management
Wisconsin
$6.35K 137 +137 New
CWP
155
Concord Wealth Partners
Virginia
$4.91K 106 – –
IGWM
156
ICA Group Wealth Management
Colorado
$3.94K 85 -5,039 -98%
MG
157
Mather Group
Illinois
$3.14K 67 +67 New
GI
158
Gradient Investments
Minnesota
$2.97K 64 – –
SSB
159
Sandy Spring Bank
Maryland
$2.41K 52 – –
FFA
160
Farther Finance Advisors
California
$1.48K 32 -38 -54%
WWM
161
Wagner Wealth Management
South Carolina
$1.3K 28 – –
LFG
162
Larson Financial Group
Missouri
$1.09K 24 +1 +4%
UBS Group
163
UBS Group
Switzerland
$1.02K 22 -952 -98%
FHC
164
First Heartland Consultants
Missouri
$573 12,366 -3,969 -24%
KHC
165
Koesten Hirschmann & Crabtree
Kansas
$47 1 – –
TRCT
166
Tower Research Capital (TRC)
New York
$46 1 – –
HW
167
Hedeker Wealth
Illinois
– – -50,080 Closed
BAM
168
Belpointe Asset Management
Nevada
– – -46,299 Closed
GAG
169
Goodman Advisory Group
Massachusetts
– – -33,890 Closed
OMC
170
Old Mission Capital
Illinois
– – -18,786 Closed
LNC
171
Lincoln National Corp
Pennsylvania
– – -16,518 Closed
CW
172
CreativeOne Wealth
Kansas
– – -13,140 Closed
Susquehanna International Group
173
Susquehanna International Group
Pennsylvania
– – -10,123 Closed
PI
174
PFG Investments
New York
– – -7,364 Closed
IPW
175
Intergy Private Wealth
Colorado
– – -5,388 Closed
4 5 6
7
8