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Invesco Total Return Bond ETF

138 hedge funds and large institutions have $883M invested in Invesco Total Return Bond ETF in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 65 increasing their positions, 44 reducing their positions, and 12 closing their positions.

Holders
138
Holders Change
+10
Holders Change %
+7.81%
% of All Funds
2.18%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.17%
New
23
Increased
65
Reduced
44
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Osaic Holdings
1
Osaic Holdings
Arizona
$162M 3,489,564 +2,416,860 +225%
LPL Financial
2
LPL Financial
California
$118M 2,548,096 +269,722 +12%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$58.2M 1,252,242 +922,672 +280%
Morgan Stanley
4
Morgan Stanley
New York
$51.8M 1,115,118 +45,023 +4%
RFA
5
RTD Financial Advisors
Pennsylvania
$32.1M 691,541 +16,716 +2%
BC
6
Brio Consultants
California
$28.7M 616,945 +36,933 +6%
Bank of America
7
Bank of America
North Carolina
$27.7M 596,376 -15,173 -2%
SWM
8
Spire Wealth Management
Virginia
$26.9M 579,241 +30,129 +5%
PI
9
PFS Investments
Georgia
$24.3M 523,033 +13,112 +3%
GM
10
GeoWealth Management
Illinois
$22.4M 482,162 +482,162 New
IWC
11
Integrated Wealth Concepts
Massachusetts
$18.3M 394,003 +52,829 +15%
BCM
12
Brookstone Capital Management
Illinois
$18M 392,148 +18,712 +5%
FFN
13
Focus Financial Network
Minnesota
$17.1M 369,034 +12,893 +4%
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$16M 344,119 +16,684 +5%
BFP
15
Beacon Financial Planning
Massachusetts
$12.2M 263,488 +6,478 +3%
Mercer Global Advisors
16
Mercer Global Advisors
Colorado
$12.2M 262,141 +3,682 +1%
VCP
17
Verus Capital Partners
Arizona
$11.8M 254,657 -103,222 -29%
GFG
18
Goldstone Financial Group
Illinois
$10.7M 229,846 +22,405 +11%
IA
19
IFG Advisory
Georgia
$9.46M 203,664 +65,350 +47%
Invesco
20
Invesco
Georgia
$9.33M 200,847 +80 +0%
Jane Street
21
Jane Street
New York
$8.38M 180,279 -93,321 -34%
LS
22
Leelyn Smith
Illinois
$8.08M 173,966 -1,743 -1%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$7.25M 155,989 +17,399 +13%
SCA
24
Snowden Capital Advisors
New York
$6.85M 147,407 +18,885 +15%
MBTD
25
Mechanics Bank - Trust Department
California
$6.71M 144,423 -8,872 -6%