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Invesco Total Return Bond ETF

177 hedge funds and large institutions have $1.55B invested in Invesco Total Return Bond ETF in 2024 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 88 increasing their positions, 47 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 13

87% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 47

34% more capital invested

Capital invested by funds: $1.15B → $1.55B (+$397M)

15% more funds holding in top 10

Funds holding in top 10: 1315 (+2)

6% more funds holding

Funds holding: 167177 (+10)

2.83% more ownership

Funds ownership: 86.83%89.66% (+2.8%)

Holders
177
Holders Change
+10
Holders Change %
+5.99%
% of All Funds
2.54%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.22%
New
25
Increased
88
Reduced
47
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$158M +$5.68M +119,172 +4%
LPL Financial
2
LPL Financial
California
$139M +$28.3M +593,167 +26%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$121M +$23M +483,407 +24%
Invesco
4
Invesco
Georgia
$113M +$102M +2,146,701 +1,064%
Morgan Stanley
5
Morgan Stanley
New York
$76.4M +$10.7M +224,249 +17%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$70.6M +$20.9M +438,704 +43%
BC
7
Brio Consultants
California
$41.8M +$2.26M +47,422 +6%
T
8
Tidemark
California
$39.2M +$7.25M +152,152 +23%
RFA
9
RTD Financial Advisors
Pennsylvania
$37.8M +$1.59M +33,376 +4%
KW
10
KWB Wealth
California
$36.9M +$1.4M +29,341 +4%
GM
11
GeoWealth Management
Illinois
$35.9M +$27.9M +584,863 +370%
Bank of America
12
Bank of America
North Carolina
$34.9M -$3.24M -67,973 -9%
HFS
13
Howard Financial Services
Texas
$31.6M +$4.06M +85,219 +15%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$28.5M +$1.53M +32,096 +6%
LWMI
15
Landmark Wealth Management (Illinois)
Illinois
$28.3M +$756K +15,864 +3%
SWM
16
Spire Wealth Management
Virginia
$26.7M -$74.8K -1,570 -0.3%
BCM
17
Brookstone Capital Management
Illinois
$26.4M -$263K -5,517 -1%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$26.4M +$7.91M +166,051 +44%
DAS
19
Dynamic Advisor Solutions
Arizona
$26.1M +$2.76M +57,893 +12%
PAG
20
Private Advisor Group
New Jersey
$20.1M +$13.5M +284,064 +216%
VCP
21
Verus Capital Partners
Arizona
$18.5M +$943K +19,782 +5%
FFN
22
Focus Financial Network
Minnesota
$17M -$1.71M -35,849 -9%
GLA
23
Good Life Advisors
Pennsylvania
$15.8M +$8.3M +174,064 +114%
IA
24
IFG Advisory
Georgia
$15.1M +$4.18M +87,771 +39%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$14.2M +$4.94M +103,614 +54%