We are live on ! Find out more
GTO icon

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.

New
Increased
Maintained
Reduced
Closed

0.89% more ownership

Funds ownership: 63%63.89% (+0.89%)

9% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 23

1% less funds holding

Funds holding: 134132 (-2)

17% less capital invested

Capital invested by funds: $642M → $532M (-$110M)

42% less funds holding in top 10

Funds holding in top 10: 127 (-5)

47% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 64

Holders
132
Holders Change
-2
Holders Change %
-1.49%
% of All Funds
2.22%
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 Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$68.5M -$9.18M -184,446 -11%
Morgan Stanley
2
Morgan Stanley
New York
$33.4M +$1.97M +39,624 +6%
RFA
3
RTD Financial Advisors
Pennsylvania
$28.4M +$7.36M +147,871 +33%
BC
4
Brio Consultants
California
$26.3M +$27M +542,741 New
Osaic Holdings
5
Osaic Holdings
Arizona
$25.9M -$7.93M -159,240 -23%
SWM
6
Spire Wealth Management
Virginia
$22.5M -$8.01M -160,794 -26%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$20M -$2.47M -49,635 -11%
Mercer Global Advisors
8
Mercer Global Advisors
Colorado
$19.2M -$1.99M -40,001 -9%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$17.7M -$1.79M -35,858 -9%
PWMG
10
Prestige Wealth Management Group
New Jersey
$13.2M -$733K -14,729 -5%
ACP
11
Aveo Capital Partners
Colorado
$12.9M +$13.1M +263,698 +5,274%
IWC
12
Integrated Wealth Concepts
Massachusetts
$12.9M +$7.87M +158,021 +144%
Truist Financial
13
Truist Financial
North Carolina
$11.9M +$6.44M +129,406 +110%
VCP
14
Verus Capital Partners
Arizona
$10.7M -$6.7M -134,572 -60%
LS
15
Leelyn Smith
Illinois
$10.7M -$1.11M -22,217 -9%
Invesco
16
Invesco
Georgia
$9.63M
IDA
17
Intelligence Driven Advisers
California
$8.54M -$1.38M -27,708 -14%
LFAS
18
Level Four Advisory Services
Texas
$7.36M -$2.48M -49,852 -25%
RT
19
Rockland Trust
Massachusetts
$7.3M +$7.55M +151,701 New
BCM
20
Brookstone Capital Management
Illinois
$6.76M -$14.1M -283,668 -67%
WMR
21
Wealth Management Resources
Rhode Island
$6.74M -$974K -19,562 -12%
MCC
22
Money Concepts Capital
Florida
$6.73M -$2.4M -48,239 -26%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$6.48M +$88.1K +1,769 +1%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$6.25M -$336K -6,742 -5%
MBTD
25
Mechanics Bank - Trust Department
California
$5.67M +$2.23M +44,875 +61%