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Invesco Total Return Bond ETF

26 hedge funds and large institutions have $28M invested in Invesco Total Return Bond ETF in 2019 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 3

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

84% more capital invested

Capital invested by funds: $15.2M → $28M (+$12.7M)

10.95% more ownership

Funds ownership: 29.46%40.41% (+11%)

8% more funds holding

Funds holding: 2426 (+2)

Holders
26
Holders Change
+2
Holders Change %
+8.33%
% of All Funds
0.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
15
Reduced
3
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$6.96M +$5.19M +99,393 +318%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$3.3M +$388K +7,429 +14%
Bank of America
3
Bank of America
North Carolina
$2.89M +$28.4K +543 +1%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$2.41M +$1.4M +26,712 +144%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.13M +$2.09M +39,971 New
CAL
6
Capital Analysts LLC
Pennsylvania
$1.29M +$588K +11,252 +87%
LPL Financial
7
LPL Financial
California
$1.27M +$79K +1,513 +7%
BTS
8
BB&T Securities
Virginia
$1.19M +$93.3K +1,787 +9%
FHC
9
First Heartland Consultants
Missouri
$1.18M +$1.16M +22,130 New
Jane Street
10
Jane Street
New York
$949K +$180K +3,445 +24%
BFEC
11
Benjamin F. Edwards & Company
Missouri
$869K +$42.5K +814 +5%
RFWA
12
RPg Family Wealth Advisory
Massachusetts
$712K +$13.3K +255 +2%
FAAS
13
First Allied Advisory Services
California
$534K +$524K +10,023 New
CFG
14
Citizens Financial Group
Rhode Island
$514K +$427K +8,176 +557%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$363K +$15.7K +300 +5%
UBS Group
16
UBS Group
Switzerland
$324K -$31.9K -610 -9%
WSTAM
17
Wilbanks Smith & Thomas Asset Management
Virginia
$248K -$12.3K -236 -5%
GWM
18
Geneos Wealth Management
Colorado
$212K +$187K +3,583 +896%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$178K -$26.1K -499 -13%
SIA
20
SeaBridge Investment Advisors
New Jersey
$141K
AG
21
Advisor Group
Arizona
$128K +$74.8K +1,432 +147%
Citigroup
22
Citigroup
New York
$86K
AIM
23
Anchor Investment Management
South Carolina
$47.2K
APA
24
American Portfolios Advisors
New York
$36.5K
AC
25
Avestar Capital
New York
$10K