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Invesco Total Return Bond ETF

44 hedge funds and large institutions have $130M invested in Invesco Total Return Bond ETF in 2019 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 22 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 3

340% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 5

140% more capital invested

Capital invested by funds: $54.1M → $130M (+$75.7M)

33% more funds holding

Funds holding: 3344 (+11)

15.61% more ownership

Funds ownership: 47.49%63.1% (+16%)

Holders
44
Holders Change
+11
Holders Change %
+33.33%
% of All Funds
0.87%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
22
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
1
Mainstay Capital Management
Michigan
$48.2M +$48.3M +889,775 New
AG
2
Advisor Group
Arizona
$12M +$11.5M +211,621 +2,029%
Morgan Stanley
3
Morgan Stanley
New York
$11.7M +$3.11M +57,303 +36%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$8.44M +$3.47M +63,923 +70%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$6.33M +$836K +15,401 +15%
Jane Street
6
Jane Street
New York
$3.76M -$6.95M -127,905 -65%
VCP
7
Verus Capital Partners
Arizona
$3.3M +$3.31M +60,888 New
LPL Financial
8
LPL Financial
California
$3.2M +$817K +15,053 +34%
LFAS
9
Level Four Advisory Services
Texas
$3.11M +$3.12M +57,397 New
Bank of America
10
Bank of America
North Carolina
$2.97M -$72.2K -1,329 -2%
JFM
11
Jackson Financial Management
California
$2.76M +$2.77M +51,000 New
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$2.19M -$156K -2,873 -7%
Truist Financial
13
Truist Financial
North Carolina
$1.89M +$1.89M +34,888 New
FHC
14
First Heartland Consultants
Missouri
$1.86M +$140K +2,577 +8%
CAL
15
Capital Analysts LLC
Pennsylvania
$1.8M +$239K +4,402 +15%
EH
16
Equitable Holdings
New York
$1.71M +$1.71M +31,558 New
NFG
17
Nations Financial Group
Iowa
$1.45M +$38.1K +701 +3%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$1.42M +$229K +4,208 +19%
BFEC
19
Benjamin F. Edwards & Company
Missouri
$1.16M +$68.8K +1,267 +6%
JSL
20
JT Stratford LLC
Georgia
$1.05M +$846K +15,577 +400%
HAS
21
HBW Advisory Services
California
$999K +$998K +18,384 New
CA
22
Cetera Advisors
Colorado
$911K +$913K +16,819 New
CFG
23
Citizens Financial Group
Rhode Island
$868K +$145K +2,670 +20%
IA
24
IFP Advisors
Florida
$722K +$33.3K +613 +5%
RFWA
25
RPg Family Wealth Advisory
Massachusetts
$713K +$652 +12 +0.1%