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Invesco Total Return Bond ETF

137 hedge funds and large institutions have $896M invested in Invesco Total Return Bond ETF in 2023 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 72 increasing their positions, 42 reducing their positions, and 15 closing their positions.

Holders
137
Holders Change
-1
Holders Change %
-0.72%
% of All Funds
2.19%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.16%
New
17
Increased
72
Reduced
42
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Osaic Holdings
1
Osaic Holdings
Arizona
$170M 3,812,947 +323,383 +9%
LPL Financial
2
LPL Financial
California
$107M 2,402,619 -145,477 -6%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$65.4M 1,465,093 +212,851 +17%
Morgan Stanley
4
Morgan Stanley
New York
$48.4M 1,085,020 -30,098 -3%
RFA
5
RTD Financial Advisors
Pennsylvania
$32.3M 722,776 +31,235 +5%
BC
6
Brio Consultants
California
$32.2M 720,539 +103,594 +17%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$29.4M 657,619 +313,500 +91%
SWM
8
Spire Wealth Management
Virginia
$26.3M 588,900 +9,659 +2%
GM
9
GeoWealth Management
Illinois
$25.9M 579,620 +97,458 +20%
Bank of America
10
Bank of America
North Carolina
$25.7M 575,019 -21,357 -4%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$23.3M 521,162 +521,162 New
IWC
12
Integrated Wealth Concepts
Massachusetts
$18.2M 408,168 +14,165 +4%
FFN
13
Focus Financial Network
Minnesota
$16.8M 376,288 +7,254 +2%
BCM
14
Brookstone Capital Management
Illinois
$16.8M 385,230 -6,918 -2%
VCP
15
Verus Capital Partners
Arizona
$15.7M 352,604 +97,947 +38%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$12.9M 289,840 +133,851 +86%
BFP
17
Beacon Financial Planning
Massachusetts
$12M 268,710 +5,222 +2%
IA
18
IFG Advisory
Georgia
$11.2M 250,801 +47,137 +23%
GFG
19
Goldstone Financial Group
Illinois
$10.7M 239,284 +9,438 +4%
Invesco
20
Invesco
Georgia
$8.96M 200,720 -127 -0.1%
Mercer Global Advisors
21
Mercer Global Advisors
Colorado
$8.91M 199,725 -62,416 -24%
HFS
22
Howard Financial Services
Texas
$8.24M 184,719 +67,214 +57%
Wealth Enhancement Advisory Services
23
Wealth Enhancement Advisory Services
Minnesota
$8.22M 184,223 +179,620 +3,902%
PAG
24
Private Advisor Group
New Jersey
$7.31M 163,886 +22,054 +16%
DAS
25
Dynamic Advisor Solutions
Arizona
$7.24M 162,327 +39,644 +32%