GTOS

Invesco Short Duration Total Return Bond ETF

8 hedge funds and large institutions have $2.98M invested in Invesco Short Duration Total Return Bond ETF in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 2 closing their positions.

Holders
8
Holders Change
+2
Holders Change %
+33.33%
% of All Funds
0.12%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
3
Reduced
1
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
OIA
1
OneDigital Investment Advisors
Kansas
$829K 33,402 +6,356 +24%
LPL Financial
2
LPL Financial
California
$467K 18,810 +18,810 New
Citadel Advisors
3
Citadel Advisors
Florida
$459K 18,515 +18,515 New
Invesco
4
Invesco
Georgia
$372K 15,000 -33,000 -69%
Osaic Holdings
5
Osaic Holdings
Arizona
$359K 14,456 +12,113 +517%
CA
6
Claro Advisors
Massachusetts
$329K 13,266 +61 +0.5%
WWM
7
Wagner Wealth Management
South Carolina
$164K 6,609 +6,609 New
UBS Group
8
UBS Group
Switzerland
$1.24K 50 +50 New
Jane Street
9
Jane Street
New York
-20,047 Closed
Bank of Montreal
10
Bank of Montreal
Ontario, Canada
-30 Closed
CFGS
11
Concourse Financial Group Securities
Alabama