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Invesco Total Return Bond ETF

163 hedge funds and large institutions have $1.17B invested in Invesco Total Return Bond ETF in 2023 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 64 increasing their positions, 50 reducing their positions, and 9 closing their positions.

Holders
163
Holders Change
+26
Holders Change %
+18.98%
% of All Funds
2.39%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.16%
New
36
Increased
64
Reduced
50
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Osaic Holdings
1
Osaic Holdings
Arizona
$174M 3,673,239 -139,708 -4%
Morgan Stanley
2
Morgan Stanley
New York
$137M 2,905,466 +1,820,446 +168%
LPL Financial
3
LPL Financial
California
$118M 2,502,455 +99,836 +4%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$73.2M 1,549,511 +84,418 +6%
Bank of America
5
Bank of America
North Carolina
$53.9M 1,140,965 +565,946 +98%
BC
6
Brio Consultants
California
$41M 868,293 +147,754 +21%
KW
7
KWB Wealth
California
$37.6M 795,308 +795,308 New
RFA
8
RTD Financial Advisors
Pennsylvania
$35.1M 743,970 +21,194 +3%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$32.1M 680,435 +22,816 +3%
GM
10
GeoWealth Management
Illinois
$30.6M 647,783 +68,163 +12%
SWM
11
Spire Wealth Management
Virginia
$26.5M 567,500 -21,400 -4%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$25.4M 538,261 +17,099 +3%
FFN
13
Focus Financial Network
Minnesota
$22.2M 468,958 +92,670 +25%
BCM
14
Brookstone Capital Management
Illinois
$19.2M 407,088 +21,858 +6%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$18.6M 393,790 +103,950 +36%
VCP
16
Verus Capital Partners
Arizona
$17.3M 366,725 +14,121 +4%
NFA
17
Northwest Financial Advisors
Virginia
$15.4M 325,616 +325,616 New
Baird Financial Group
18
Baird Financial Group
Wisconsin
$14.8M 313,670 +313,670 New
HFS
19
Howard Financial Services
Texas
$14.3M 302,970 +118,251 +64%
BFP
20
Beacon Financial Planning
Massachusetts
$12.8M 269,955 +1,245 +0.5%
IA
21
IFG Advisory
Georgia
$12M 254,651 +3,850 +2%
APW
22
Acima Private Wealth
Virginia
$11.4M 242,272 +242,272 New
RPGK
23
Retirement Planning Group (Kansas)
Kansas
$10.3M 218,403 +149,591 +217%
PAG
24
Private Advisor Group
New Jersey
$9.63M 203,921 +40,035 +24%
DAS
25
Dynamic Advisor Solutions
Arizona
$9.56M 204,540 +42,213 +26%