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Invesco Total Return Bond ETF

128 hedge funds and large institutions have $731M invested in Invesco Total Return Bond ETF in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 53 increasing their positions, 51 reducing their positions, and 18 closing their positions.

Holders
128
Holders Change
-2
Holders Change %
-1.54%
% of All Funds
2.05%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.16%
New
17
Increased
53
Reduced
51
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$108M 2,278,374 +626,027 +38%
Osaic Holdings
2
Osaic Holdings
Arizona
$50.6M 1,072,704 +164,268 +18%
Morgan Stanley
3
Morgan Stanley
New York
$50.5M 1,070,095 +119,385 +13%
RFA
4
RTD Financial Advisors
Pennsylvania
$31.9M 674,825 +14,803 +2%
Bank of America
5
Bank of America
North Carolina
$28.9M 611,549 +21,312 +4%
BC
6
Brio Consultants
California
$27.4M 580,012 +29,705 +5%
SWM
7
Spire Wealth Management
Virginia
$25.9M 549,112 +112,277 +26%
MCC
8
Money Concepts Capital
Florida
$25.6M 348,069 +345,595 +13,969%
PI
9
PFS Investments
Georgia
$24.3M 509,921 +509,921 New
BCM
10
Brookstone Capital Management
Illinois
$17.5M 373,436 +314,115 +530%
VCP
11
Verus Capital Partners
Arizona
$16.9M 357,879 +17,276 +5%
FFN
12
Focus Financial Network
Minnesota
$16.8M 356,141 +304,184 +585%
IWC
13
Integrated Wealth Concepts
Massachusetts
$16.1M 341,174 +11,503 +3%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$15.6M 329,570 +37,742 +13%
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
$15.5M 327,435 -4,454 -1%
Jane Street
16
Jane Street
New York
$12.9M 273,600 +273,600 New
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
$12.2M 258,459 -28,476 -10%
BFP
18
Beacon Financial Planning
Massachusetts
$12.1M 257,010 +14,303 +6%
AWA
19
Amplius Wealth Advisors
Pennsylvania
$10.1M 213,780 -28,585 -12%
GFG
20
Goldstone Financial Group
Illinois
$9.79M 207,441 +207,441 New
Invesco
21
Invesco
Georgia
$9.48M 200,767 +767 +0.4%
LS
22
Leelyn Smith
Illinois
$8.29M 175,709 -4,707 -3%
LFAS
23
Level Four Advisory Services
Texas
$8.11M 171,895 -4,704 -3%
MBTD
24
Mechanics Bank - Trust Department
California
$7.24M 153,295 -15,735 -9%
RT
25
Rockland Trust
Massachusetts
$7.09M 150,298 -42,337 -22%