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Invesco Total Return Bond ETF

186 hedge funds and large institutions have $1.6B invested in Invesco Total Return Bond ETF in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 90 increasing their positions, 55 reducing their positions, and 16 closing their positions.

Holders
186
Holders Change
+9
Holders Change %
+5.08%
% of All Funds
2.48%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.23%
New
27
Increased
90
Reduced
55
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$148M 3,200,175 +312,396 +11%
Osaic Holdings
2
Osaic Holdings
Arizona
$140M 3,024,564 -253,645 -8%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$124M 2,671,997 +162,567 +6%
Invesco
4
Invesco
Georgia
$109M 2,348,495 +68 +0%
Morgan Stanley
5
Morgan Stanley
New York
$81.5M 1,755,544 +173,235 +11%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$73.9M 1,592,817 +131,398 +9%
BC
7
Brio Consultants
California
$42.6M 917,131 +52,442 +6%
RFA
8
RTD Financial Advisors
Pennsylvania
$39.4M 849,587 +67,346 +9%
KW
9
KWB Wealth
California
$37.8M 783,220 -11,718 -1%
Bank of America
10
Bank of America
North Carolina
$33.9M 731,317 +7,758 +1%
T
11
Tidemark
California
$33.6M 723,357 -88,470 -11%
HFS
12
Howard Financial Services
Texas
$32.5M 700,670 +47,279 +7%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$29.1M 626,848 +37,435 +6%
Baird Financial Group
14
Baird Financial Group
Wisconsin
$27.7M 596,601 +50,677 +9%
GM
15
GeoWealth Management
Illinois
$27M 582,213 -160,769 -22%
DAS
16
Dynamic Advisor Solutions
Arizona
$26.1M 561,827 +20,772 +4%
SWM
17
Spire Wealth Management
Virginia
$25.4M 548,211 -5,497 -1%
LWMI
18
Landmark Wealth Management (Illinois)
Illinois
$25.2M 542,330 -42,956 -7%
PAG
19
Private Advisor Group
New Jersey
$25.1M 540,308 +124,767 +30%
BCM
20
Brookstone Capital Management
Illinois
$25M 537,954 -8,391 -2%
IAA
21
Independent Advisor Alliance
North Carolina
$23.5M 507,423 +507,423 New
Raymond James Financial
22
Raymond James Financial
Florida
$18.8M 404,235 +404,235 New
VCP
23
Verus Capital Partners
Arizona
$18.6M 401,356 +17,628 +5%
IA
24
IFG Advisory
Georgia
$17.2M 370,697 +59,083 +19%
FFN
25
Focus Financial Network
Minnesota
$17.1M 367,814 +14,992 +4%