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Invesco Total Return Bond ETF

86 hedge funds and large institutions have $305M invested in Invesco Total Return Bond ETF in 2020 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 41 increasing their positions, 10 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

310% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 10

300% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 7

133% more funds holding in top 10

Funds holding in top 10: 37 (+4)

33% more capital invested

Capital invested by funds: $230M → $305M (+$75.6M)

32% more funds holding

Funds holding: 6586 (+21)

2.6% less ownership

Funds ownership: 58.9%56.3% (-2.6%)

Holders
86
Holders Change
+21
Holders Change %
+32.31%
% of All Funds
1.52%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.12%
New
28
Increased
41
Reduced
10
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$46.7M +$12.6M +217,760 +37%
LPL Financial
2
LPL Financial
California
$31.8M +$10.6M +181,804 +49%
IWP
3
Insight Wealth Partners
Texas
$15.8M +$1.08M +18,654 +7%
LS
4
Leelyn Smith
Illinois
$14.9M +$14.9M +255,711 +9,708%
FFN
5
Focus Financial Network
Minnesota
$14.4M +$1,000K +17,212 +7%
Morgan Stanley
6
Morgan Stanley
New York
$13.6M +$2.13M +36,730 +18%
Invesco
7
Invesco
Georgia
$11.5M
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$11.5M -$901K -15,518 -7%
PWMG
9
Prestige Wealth Management Group
New Jersey
$11.1M -$338K -5,814 -3%
EH
10
Equitable Holdings
New York
$7.87M +$836K +14,397 +12%
Stifel Financial
11
Stifel Financial
Missouri
$7.51M +$2.48M +42,640 +49%
Bank of America
12
Bank of America
North Carolina
$7.39M +$371K +6,387 +5%
MCM
13
Mainstay Capital Management
Michigan
$7.37M -$4.15M -71,466 -36%
DWP
14
Destiny Wealth Partners
Florida
$7.25M +$7.3M +125,633 New
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$6.19M +$1.57M +27,069 +34%
Truist Financial
16
Truist Financial
North Carolina
$6.04M +$2.55M +43,860 +72%
FHC
17
First Heartland Consultants
Missouri
$4.78M +$4.51M +77,711 +1,526%
CA
18
Cetera Advisors
Colorado
$4.62M +$365K +6,292 +9%
MAG
19
MRA Advisory Group
New Jersey
$4.5M +$4.53M +78,074 New
CRCM
20
Corbett Road Capital Management
Virginia
$4.38M +$4.41M +76,002 New
RJFSA
21
Raymond James Financial Services Advisors
Florida
$3.48M +$491K +8,445 +16%
IWP
22
IAG Wealth Partners
Wisconsin
$3.27M +$400K +6,893 +14%
SCA
23
Snowden Capital Advisors
New York
$3.12M +$277K +4,764 +10%
MA
24
MJP Associates
Connecticut
$3M +$3.03M +52,091 New
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$2.87M +$572K +9,842 +25%