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Invesco Total Return Bond ETF

89 hedge funds and large institutions have $417M invested in Invesco Total Return Bond ETF in 2021 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 41 increasing their positions, 26 reducing their positions, and 8 closing their positions.

Holders
89
Holders Change
+3
Holders Change %
+3.49%
% of All Funds
1.57%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
12
Increased
41
Reduced
26
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Osaic Holdings
1
Osaic Holdings
Arizona
$43M 767,146 -43,015 -5%
LPL Financial
2
LPL Financial
California
$41.3M 737,427 +186,065 +34%
SWM
3
Spire Wealth Management
Virginia
$29.5M 527,348 +527,348 New
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$25.9M 462,117 +427,537 +1,236%
BFA
5
Beaumont Financial Advisors
Massachusetts
$21.8M 388,313 +373,986 +2,610%
Mercer Global Advisors
6
Mercer Global Advisors
Colorado
$20.3M 361,683 +354,078 +4,656%
FFN
7
Focus Financial Network
Minnesota
$18.1M 323,650 +73,648 +29%
IWP
8
Insight Wealth Partners
Texas
$18.1M 322,934 +48,813 +18%
Morgan Stanley
9
Morgan Stanley
New York
$14.7M 261,877 +26,394 +11%
LS
10
Leelyn Smith
Illinois
$14.6M 260,753 +2,408 +0.9%
LFAS
11
Level Four Advisory Services
Texas
$12.9M 230,555 +230,555 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$11.9M 212,988 +13,632 +7%
Invesco
13
Invesco
Georgia
$11.2M 200,000
PWMG
14
Prestige Wealth Management Group
New Jersey
$11.1M 197,502 +5,831 +3%
Truist Financial
15
Truist Financial
North Carolina
$7.09M 126,587 +21,782 +21%
CA
16
Cetera Advisors
Colorado
$6.45M 115,106 +34,948 +44%
EH
17
Equitable Holdings
New York
$6.29M 112,209 -24,331 -18%
Stifel Financial
18
Stifel Financial
Missouri
$6.06M 108,173 -22,051 -17%
Bank of America
19
Bank of America
North Carolina
$5.93M 105,853 -22,263 -17%
MCC
20
Money Concepts Capital
Florida
$5.22M 93,224 +92,166 +8,711%
Citadel Advisors
21
Citadel Advisors
Florida
$5.14M 91,713 +80,887 +747%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$4.72M 84,183 -23,219 -22%
MAG
23
MRA Advisory Group
New Jersey
$4.4M 78,501 +427 +0.5%
Jane Street
24
Jane Street
New York
$4.06M 72,403 +57,921 +400%
IWP
25
IAG Wealth Partners
Wisconsin
$3.91M 69,785 +13,091 +23%