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Invesco Total Return Bond ETF
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
32% more repeat investments, than reductions
Existing positions increased: 74 | Existing positions reduced: 56
28% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 18
9% more funds holding in top 10
Funds holding in top 10: 11 → 12 (+1)
3% more funds holding
Funds holding: 163 → 168 (+5)
3% more capital invested
Capital invested by funds: $1.17B → $1.2B (+$31.2M)
8.62% less ownership
Funds ownership: 96.8% → 88.18% (-8.6%)
Holders
168
Holders Change
+5
Holders Change %
+3.07%
% of All Funds
2.42%
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
San Diego,
California
|
+$15.2M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$11.9M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$9.9M |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
+$7.96M |
| 5 |
FD
Financial Designs
Claremont,
California
|
+$6.93M |
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$70.9M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$19.4M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$16.9M |
| 4 |
LPL Financial
San Diego,
California
|
-$15M |
| 5 |
NFA
Northwest Financial Advisors
Herndon,
Virginia
|
-$13.7M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GFG
176
Goldstone Financial Group
Oakbrook Terrace,
Illinois
| – | -$321K | -6,793 | Closed |
|
|
WA
177
WBH Advisory
Baltimore,
Maryland
| – | -$218K | -4,606 | Closed |
|
|
GKWIM
178
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
| – | -$207K | -4,375 | Closed |
|
|
GAA
179
Guardian Asset Advisors
Mechanicsburg,
Pennsylvania
| – | -$207K | -4,373 | Closed |
|
|
CTC
180
Central Trust Company
Jefferson City,
Missouri
| – | -$85K | -1,800 | Closed |
|
|
ODG
181
O'Dell Group
Cincinnati,
Ohio
| – | -$83.2K | -1,761 | Closed |
|
|
CW
182
Cooksen Wealth
The Woodlands,
Texas
| – | -$10.6K | -224 | Closed |
|
|
AIMA
183
Ables Iannone Moore & Associates
Savannah,
Georgia
| – | -$9.45K | -200 | Closed |
|
184
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$5.53K | -117 | Closed |
|
|
CHA
185
Carmichael Hill & Associates
Gaithersburg,
Maryland
| – | -$1.04K | -22 | Closed |
|
|
LWA
186
Lowe Wealth Advisors
Columbia,
Maryland
| – | -$520 | -11 | Closed |
|
|
GWSA
187
Global Wealth Strategies & Associates
Denver,
Colorado
| – | -$17 | – | – |
|