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Invesco Total Return Bond ETF

186 hedge funds and large institutions have $1.6B invested in Invesco Total Return Bond ETF in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 90 increasing their positions, 55 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
+9
Holders Change %
+5.08%
% of All Funds
2.48%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.23%
New
27
Increased
90
Reduced
55
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SPIA
176
Steward Partners Investment Advisory
New York
$8.54K -$232 -5 -3%
Northwestern Mutual Wealth Management
177
Northwestern Mutual Wealth Management
Wisconsin
$8.54K +$8.54K +184 New
T
178
Transce3nd
Texas
$5.61K +$5.61K +121 New
WWP
179
WR Wealth Planners
Missouri
$4.64K
SSB
180
Sandy Spring Bank
Maryland
$2.41K
FGC
181
Financial Gravity Companies
Texas
$2K
FFA
182
Frazier Financial Advisors
Ohio
$1.66K -$5.69K -123 -77%
WWM
183
Wagner Wealth Management
South Carolina
$1.32K
LFG
184
Larson Financial Group
Missouri
$1.12K
KHC
185
Koesten Hirschmann & Crabtree
Kansas
$47
TRCT
186
Tower Research Capital (TRC)
New York
$46
HNW
187
High Note Wealth
Minnesota
$15
SW
188
Simplicity Wealth
New Jersey
-$7.32M -151,550 Closed
VFPW
189
Vantage Financial Partners (Wisconsin)
Wisconsin
-$836K -17,308 Closed
FTUS
190
Flow Traders U.S.
New York
-$627K -12,986 Closed
WWM
191
Western Wealth Management
Colorado
-$495K -10,257 Closed
SAM
192
Strategy Asset Managers
California
-$250K -5,170 Closed
KP
193
Keel Point
Alabama
-$244K -5,046 Closed
GJWM
194
Gilliland Jeter Wealth Management
Arkansas
-$231K -4,779 Closed
AWA
195
Alta Wealth Advisors
Massachusetts
-$229K -4,746 Closed
LA
196
Lifeworks Advisors
Michigan
-$217K -4,500 Closed
GKWIM
197
Gerber Kawasaki Wealth & Investment Management
California
-$185K -3,825 Closed
CA
198
CoreCap Advisors
Michigan
-$83.3K -1,725 Closed
FNWA
199
Financial Network Wealth Advisors
Utah
-$38.6K -800 Closed
APC
200
Aspire Private Capital
North Carolina
-$32.3K -669 Closed