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Invesco Total Return Bond ETF

193 hedge funds and large institutions have $1.72B invested in Invesco Total Return Bond ETF in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 90 increasing their positions, 69 reducing their positions, and 14 closing their positions.

Holders
193
Holders Change
+2
Holders Change %
+1.05%
% of All Funds
2.59%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.21%
New
20
Increased
90
Reduced
69
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$190M 4,043,609 +846,727 +26%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$133M 2,829,210 -100,192 -3%
Osaic Holdings
3
Osaic Holdings
Arizona
$130M 2,783,336 -162,939 -6%
Invesco
4
Invesco
Georgia
$113M 2,411,115 +61,768 +3%
Morgan Stanley
5
Morgan Stanley
New York
$88.9M 1,894,960 -51,610 -3%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$79.7M 1,699,341 +3,348 +0.2%
PAG
7
Private Advisor Group
New Jersey
$63.3M 1,349,313 +754,267 +127%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$53.2M 1,135,448 +27,056 +2%
Bank of America
9
Bank of America
North Carolina
$50.2M 1,070,063 +335,677 +46%
BC
10
Brio Consultants
California
$47.5M 1,013,133 +38,774 +4%
RFA
11
RTD Financial Advisors
Pennsylvania
$39.5M 843,410 -8,726 -1%
T
12
Tidemark
California
$36.7M 782,477 +8,155 +1%
KW
13
KWB Wealth
California
$36.1M 770,147 -9,198 -1%
HFS
14
Howard Financial Services
Texas
$33.4M 711,727 -3,102 -0.4%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$30.2M 643,497 +44,312 +7%
DAS
16
Dynamic Advisor Solutions
Arizona
$28.1M 598,765 +16,920 +3%
BCM
17
Brookstone Capital Management
Illinois
$24.3M 518,467 +18,503 +4%
SWM
18
Spire Wealth Management
Virginia
$22.9M 491,422 -70,046 -12%
Raymond James Financial
19
Raymond James Financial
Florida
$22.6M 481,003 +66,685 +16%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$19.4M 414,325 +16,736 +4%
Wells Fargo
21
Wells Fargo
California
$16.6M 353,964 +11,226 +3%
PBF
22
Petix & Botte Financial
California
$16.5M 351,101 +51,633 +17%
JSW
23
Journey Strategic Wealth
New Jersey
$14.9M 317,586 +14,935 +5%
KFP
24
KMG Fiduciary Partners
Ohio
$14.6M 310,921 +9,749 +3%
FFN
25
Focus Financial Network
Minnesota
$14.1M 299,941 -74,299 -20%