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Invesco Total Return Bond ETF

130 hedge funds and large institutions have $592M invested in Invesco Total Return Bond ETF in 2022 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 44 increasing their positions, 54 reducing their positions, and 19 closing their positions.

Holders
130
Holders Change
+1
Holders Change %
+0.78%
% of All Funds
2.1%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.15%
New
23
Increased
44
Reduced
54
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$76.8M 1,652,347 +148,733 +10%
Morgan Stanley
2
Morgan Stanley
New York
$44.2M 950,710 +211,710 +29%
Osaic Holdings
3
Osaic Holdings
Arizona
$42.2M 908,436 +372,017 +69%
RFA
4
RTD Financial Advisors
Pennsylvania
$30.7M 660,022 +31,877 +5%
Bank of America
5
Bank of America
North Carolina
$27.4M 590,237 +498,420 +543%
BC
6
Brio Consultants
California
$25.6M 550,307 +95,699 +21%
SWM
7
Spire Wealth Management
Virginia
$20.3M 436,835 +5,540 +1%
VCP
8
Verus Capital Partners
Arizona
$15.8M 340,603 +69,293 +26%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$15.4M 331,889 -15,496 -4%
IWC
10
Integrated Wealth Concepts
Massachusetts
$15.3M 329,671 +32,665 +11%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$13.6M 291,828 -101,084 -26%
Mercer Global Advisors
12
Mercer Global Advisors
Colorado
$13.3M 286,935 -84,919 -23%
PWMG
13
Prestige Wealth Management Group
New Jersey
$11.9M 256,940 -14,403 -5%
BFP
14
Beacon Financial Planning
Massachusetts
$11.3M 242,707 +242,707 New
AWA
15
Amplius Wealth Advisors
Pennsylvania
$11.3M 242,365 +242,365 New
Truist Financial
16
Truist Financial
North Carolina
$9.39M 202,005 -46,149 -19%
Invesco
17
Invesco
Georgia
$9.29M 200,000
RT
18
Rockland Trust
Massachusetts
$8.95M 192,635 +43,068 +29%
LS
19
Leelyn Smith
Illinois
$8.38M 180,416 -22,396 -11%
LFAS
20
Level Four Advisory Services
Texas
$8.21M 176,599 -30,975 -15%
DWP
21
Destiny Wealth Partners
Florida
$8.07M 173,581 +173,552 +598,455%
MBTD
22
Mechanics Bank - Trust Department
California
$7.85M 169,030 +41,215 +32%
RPGK
23
Retirement Planning Group (Kansas)
Kansas
$7.83M 168,529 +47,329 +39%
IA
24
IFG Advisory
Georgia
$6.44M 138,663 -1,886 -1%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$6.09M 131,052 -6,840 -5%