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Invesco Total Return Bond ETF

177 hedge funds and large institutions have $1.55B invested in Invesco Total Return Bond ETF in 2024 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 88 increasing their positions, 47 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 13

87% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 47

34% more capital invested

Capital invested by funds: $1.15B → $1.55B (+$397M)

15% more funds holding in top 10

Funds holding in top 10: 1315 (+2)

6% more funds holding

Funds holding: 167177 (+10)

2.83% more ownership

Funds ownership: 86.83%89.66% (+2.8%)

Holders
177
Holders Change
+10
Holders Change %
+5.99%
% of All Funds
2.54%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.22%
New
25
Increased
88
Reduced
47
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
151
CoreCap Advisors
Michigan
$83.3K +$82.2K +1,725 New
PWMG
152
Prestige Wealth Management Group
New Jersey
$77.7K
CP
153
Castleview Partners
Texas
$74.8K -$715 -15 -1%
HI
154
Harbour Investments
Wisconsin
$69.6K -$334 -7 -0.5%
BWL
155
Bogart Wealth LLC
Virginia
$58K +$57.2K +1,200 New
PA
156
Parallel Advisors
California
$56.7K
PB
157
Pinnacle Bancorp
Nebraska
$56.6K
CWP
158
Concord Wealth Partners
Virginia
$41.6K +$36K +755 +712%
FNWA
159
Financial Network Wealth Advisors
Utah
$38.6K +$38.1K +800 New
NFSG
160
Newbridge Financial Services Group
Florida
$37K +$23.9K +501 +189%
IA
161
IFP Advisors
Florida
$33.5K -$865K -18,144 -96%
APC
162
Aspire Private Capital
North Carolina
$32.3K -$144K -3,021 -82%
CAL
163
Capital Analysts LLC
Pennsylvania
$31K -$53.3K -1,119 -64%
TWC
164
TD Waterhouse Canada
Ontario, Canada
$26.3K -$6.53K -137 -20%
AF
165
Advisornet Financial
Minnesota
$17.7K
CIAS
166
Capital Investment Advisory Services
North Carolina
$13.3K -$54.5K -1,144 -81%
SPIA
167
Steward Partners Investment Advisory
New York
$9.13K
FFA
168
Frazier Financial Advisors
Ohio
$7.68K +$95 +2 +1%
WWP
169
WR Wealth Planners
Missouri
$4.83K +$4.77K +100 New
SSB
170
Sandy Spring Bank
Maryland
$2.51K
FGC
171
Financial Gravity Companies
Texas
$2.08K +$2.05K +43 New
FFA
172
Farther Finance Advisors
California
$1.55K
WWMSC
173
Wagner Wealth Management (South Carolina)
South Carolina
$1.36K
LFG
174
Larson Financial Group
Missouri
$1.15K
Fidelity Investments
175
Fidelity Investments
Massachusetts
$773 +$763 +16 New