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Invesco Total Return Bond ETF

65 hedge funds and large institutions have $230M invested in Invesco Total Return Bond ETF in 2020 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 36 increasing their positions, 9 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 9

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

42% more capital invested

Capital invested by funds: $162M → $230M (+$67.5M)

8% more funds holding

Funds holding: 6065 (+5)

4.73% more ownership

Funds ownership: 54.17%58.9% (+4.7%)

Holders
65
Holders Change
+5
Holders Change %
+8.33%
% of All Funds
1.31%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.06%
New
12
Increased
36
Reduced
9
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$34.2M +$7.77M +133,978 +29%
LPL Financial
2
LPL Financial
California
$21.3M +$7.77M +133,888 +57%
IWP
3
Insight Wealth Partners
Texas
$14.8M +$14.8M +255,467 New
FFN
4
Focus Financial Network
Minnesota
$13.4M +$2.66M +45,864 +25%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$12.4M +$65.1K +1,123 +0.5%
Invesco
6
Invesco
Georgia
$11.5M +$11.6M +200,000 New
MCM
7
Mainstay Capital Management
Michigan
$11.5M +$1.21M +20,807 +12%
Morgan Stanley
8
Morgan Stanley
New York
$11.5M -$9.8M -169,016 -46%
PWMG
9
Prestige Wealth Management Group
New Jersey
$11.4M +$10.4M +180,119 +1,037%
EH
10
Equitable Holdings
New York
$7.05M +$1.42M +24,447 +25%
Bank of America
11
Bank of America
North Carolina
$7.03M +$576K +9,923 +9%
Stifel Financial
12
Stifel Financial
Missouri
$5.06M +$1.25M +21,621 +33%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$4.64M +$781K +13,460 +20%
CA
14
Cetera Advisors
Colorado
$4.26M +$1.31M +22,624 +44%
AF
15
Advisornet Financial
Minnesota
$3.94M +$717K +12,355 +22%
Citadel Advisors
16
Citadel Advisors
Florida
$3.88M +$3.9M +67,168 New
SWAG
17
Spectrum Wealth Advisory Group
California
$3.61M +$2.53M +43,704 +231%
Truist Financial
18
Truist Financial
North Carolina
$3.52M +$1.23M +21,129 +53%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$2.99M +$2.29M +39,526 +321%
IWP
20
IAG Wealth Partners
Wisconsin
$2.88M +$447K +7,708 +18%
SCA
21
Snowden Capital Advisors
New York
$2.84M +$2.86M +49,267 New
QA
22
Quantitative Advantage
Minnesota
$2.42M +$5.74K +99 +0.2%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$2.31M +$379K +6,533 +20%
NFG
24
Nations Financial Group
Iowa
$2.28M -$132K -2,284 -5%
JSL
25
JT Stratford LLC
Georgia
$2.03M +$122K +2,102 +6%