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Invesco Total Return Bond ETF

123 hedge funds and large institutions have $670M invested in Invesco Total Return Bond ETF in 2021 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 50 increasing their positions, 35 reducing their positions, and 13 closing their positions.

Holders
123
Holders Change
+15
Holders Change %
+13.89%
% of All Funds
1.9%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.14%
New
30
Increased
50
Reduced
35
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$111M 1,964,458 +387,818 +25%
SWM
2
Spire Wealth Management
Virginia
$36.3M 643,431 +14,215 +2%
Osaic Holdings
3
Osaic Holdings
Arizona
$32M 568,995 -330,774 -37%
Morgan Stanley
4
Morgan Stanley
New York
$28M 496,617 +60,356 +14%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$27.6M 490,393 +18,440 +4%
Mercer Global Advisors
6
Mercer Global Advisors
Colorado
$24.5M 434,330 +10,472 +2%
BFA
7
Beaumont Financial Advisors
Massachusetts
$24.1M 428,026 +8,146 +2%
IWP
8
Insight Wealth Partners
Texas
$23.8M 422,800 +49,718 +13%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$22.9M 406,507 +406,507 New
PWS
10
Paragon Wealth Strategies
Florida
$21.9M 388,891 -17,210 -4%
IDA
11
Intelligence Driven Advisers
California
$20.5M 373,209 +150,648 +68%
PWMG
12
Prestige Wealth Management Group
New Jersey
$15.7M 279,046 +85,375 +44%
RFA
13
RTD Financial Advisors
Pennsylvania
$14.6M 259,321 +259,321 New
LS
14
Leelyn Smith
Illinois
$14.3M 254,569 -9,095 -3%
Invesco
15
Invesco
Georgia
$11.3M 200,000
MCC
16
Money Concepts Capital
Florida
$11.2M 198,598 +198,598 New
LFAS
17
Level Four Advisory Services
Texas
$10.8M 192,415 -16,737 -8%
PAG
18
Private Advisor Group
New Jersey
$10.6M 187,443 +112,643 +151%
Stifel Financial
19
Stifel Financial
Missouri
$10.2M 181,624 +3,886 +2%
Bank of America
20
Bank of America
North Carolina
$10.2M 181,258 +11,398 +7%
TCFP
21
Treasure Coast Financial Planning
Florida
$9.83M 174,358 +174,358 New
WMR
22
Wealth Management Resources
Rhode Island
$9.11M 161,565 +161,565 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$8.57M 152,141 -76,223 -33%
Truist Financial
24
Truist Financial
North Carolina
$8.49M 150,679 +10,891 +8%
Jane Street
25
Jane Street
New York
$7.7M 136,618 +70,747 +107%