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Invesco Total Return Bond ETF
189 hedge funds and large institutions have $1.61B invested in Invesco Total Return Bond ETF in 2024 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 90 increasing their positions, 55 reducing their positions, and 16 closing their positions.
New
Increased
Maintained
Reduced
Closed
88% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 16
64% more repeat investments, than reductions
Existing positions increased: 90 | Existing positions reduced: 55
20% more funds holding in top 10
Funds holding in top 10: 15 → 18 (+3)
7% more funds holding
Funds holding: 177 → 189 (+12)
4% more capital invested
Capital invested by funds: $1.55B → $1.61B (+$57.5M)
0.75% less ownership
Funds ownership: 89.66% → 88.91% (-0.75%)
Holders
189
Holders Change
+12
Holders Change %
+6.78%
% of All Funds
2.49%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.24%
New
30
Increased
90
Reduced
55
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$23.9M |
| 2 |
LPL Financial
San Diego,
California
|
+$14.7M |
| 3 |
RWA
Rooted Wealth Advisors
Bourbonnais,
Illinois
|
+$12.1M |
| 4 |
PBF
Petix & Botte Financial
La Mesa,
California
|
+$9.9M |
| 5 |
Morgan Stanley
New York
|
+$8.17M |
Top Sellers
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$12M |
| 2 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$7.58M |
| 3 |
SW
Simplicity Wealth
Summit,
New Jersey
|
-$7.32M |
| 4 |
GLA
Good Life Advisors
Reading,
Pennsylvania
|
-$6.64M |
| 5 |
T
Tidemark
San Diego,
California
|
-$4.17M |
