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Invesco Total Return Bond ETF

132 hedge funds and large institutions have $532M invested in Invesco Total Return Bond ETF in 2022 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 34 increasing their positions, 64 reducing their positions, and 23 closing their positions.

Holders
132
Holders Change
-2
Holders Change %
-1.49%
% of All Funds
2.23%
Holding in Top 10
7
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-41.67%
% of All Funds
0.12%
New
21
Increased
34
Reduced
64
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$68.5M 1,421,706 -184,446 -11%
Morgan Stanley
2
Morgan Stanley
New York
$33.4M 693,283 +39,624 +6%
RFA
3
RTD Financial Advisors
Pennsylvania
$28.4M 590,201 +147,871 +33%
BC
4
Brio Consultants
California
$26.3M 542,741 +542,741 New
Osaic Holdings
5
Osaic Holdings
Arizona
$25.9M 537,900 -159,240 -23%
SWM
6
Spire Wealth Management
Virginia
$22.5M 467,234 -160,794 -26%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$20M 415,216 -49,635 -11%
Mercer Global Advisors
8
Mercer Global Advisors
Colorado
$19.2M 398,192 -40,001 -9%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$17.7M 368,395 -35,858 -9%
PWMG
10
Prestige Wealth Management Group
New Jersey
$13.2M 274,341 -14,729 -5%
ACP
11
Aveo Capital Partners
Colorado
$12.9M 268,698 +263,698 +5,274%
IWC
12
Integrated Wealth Concepts
Massachusetts
$12.9M 267,690 +158,021 +144%
Truist Financial
13
Truist Financial
North Carolina
$11.9M 246,973 +129,406 +110%
VCP
14
Verus Capital Partners
Arizona
$10.7M 88,391 -134,572 -60%
LS
15
Leelyn Smith
Illinois
$10.7M 221,222 -22,217 -9%
Invesco
16
Invesco
Georgia
$9.63M 200,000
IDA
17
Intelligence Driven Advisers
California
$8.54M 176,288 -27,708 -14%
LFAS
18
Level Four Advisory Services
Texas
$7.36M 152,744 -49,852 -25%
RT
19
Rockland Trust
Massachusetts
$7.3M 151,701 +151,701 New
BCM
20
Brookstone Capital Management
Illinois
$6.76M 140,421 -283,668 -67%
WMR
21
Wealth Management Resources
Rhode Island
$6.74M 139,932 -19,562 -12%
MCC
22
Money Concepts Capital
Florida
$6.73M 138,586 -48,239 -26%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$6.48M 134,509 +1,769 +1%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$6.25M 129,820 -6,742 -5%
MBTD
25
Mechanics Bank - Trust Department
California
$5.68M 117,865 +44,875 +61%