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Invesco Total Return Bond ETF

103 hedge funds and large institutions have $499M invested in Invesco Total Return Bond ETF in 2021 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 47 increasing their positions, 21 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 12

124% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 21

20% more capital invested

Capital invested by funds: $417M → $499M (+$82M)

16% more funds holding

Funds holding: 89103 (+14)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

5.19% less ownership

Funds ownership: 69.06%63.88% (-5.2%)

Holders
103
Holders Change
+14
Holders Change %
+15.73%
% of All Funds
1.79%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.14%
New
28
Increased
47
Reduced
21
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$67.6M +$25.3M +446,935 +61%
Osaic Holdings
2
Osaic Holdings
Arizona
$43.4M -$377K -6,656 -0.9%
SWM
3
Spire Wealth Management
Virginia
$31.4M +$1.09M +19,253 +4%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$26.3M -$86.9K -1,535 -0.3%
BFA
5
Beaumont Financial Advisors
Massachusetts
$25M +$2.85M +50,359 +13%
Morgan Stanley
6
Morgan Stanley
New York
$23.2M +$8.18M +144,441 +55%
Mercer Global Advisors
7
Mercer Global Advisors
Colorado
$22.7M +$2.05M +36,248 +10%
IWP
8
Insight Wealth Partners
Texas
$19.5M +$1.06M +18,803 +6%
FFN
9
Focus Financial Network
Minnesota
$18.7M +$273K +4,815 +1%
LS
10
Leelyn Smith
Illinois
$15.5M +$570K +10,061 +4%
LFAS
11
Level Four Advisory Services
Texas
$13.4M +$276K +4,880 +2%
IDA
12
Intelligence Driven Advisers
California
$13.3M +$13.2M +232,610 New
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$12.9M +$699K +12,338 +6%
Invesco
14
Invesco
Georgia
$11.4M
PWMG
15
Prestige Wealth Management Group
New Jersey
$11M -$275K -4,857 -2%
Truist Financial
16
Truist Financial
North Carolina
$8.05M +$820K +14,471 +11%
CA
17
Cetera Advisors
Colorado
$7.81M +$1.23M +21,763 +19%
Stifel Financial
18
Stifel Financial
Missouri
$7.22M +$1.04M +18,320 +17%
Bank of America
19
Bank of America
North Carolina
$6.72M +$672K +11,866 +11%
GWA
20
GGM Wealth Advisors
Maryland
$6.22M +$6.14M +108,420 New
EH
21
Equitable Holdings
New York
$6.15M -$254K -4,488 -4%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$4.7M -$101K -1,790 -2%
IWP
23
IAG Wealth Partners
Wisconsin
$4.64M +$649K +11,467 +16%
SCA
24
Snowden Capital Advisors
New York
$4.31M +$901K +15,914 +27%
MAG
25
MRA Advisory Group
New Jersey
$3.64M -$835K -14,748 -19%