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Invesco Total Return Bond ETF

191 hedge funds and large institutions have $1.64B invested in Invesco Total Return Bond ETF in 2025 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 96 increasing their positions, 60 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
191
Holders Change
+5
Holders Change %
+2.69%
% of All Funds
2.6%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.23%
New
22
Increased
96
Reduced
60
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PBF
26
Petix & Botte Financial
California
$14.1M +$4.19M +89,372 +43%
Wealth Enhancement Advisory Services
27
Wealth Enhancement Advisory Services
Minnesota
$12.4M +$4.18M +89,016 +51%
RWA
28
Rooted Wealth Advisors
Illinois
$11.7M -$376K -7,968 -3%
VCP
29
Verus Capital Partners
Arizona
$11.6M -$7.27M -154,846 -39%
SA
30
Stewardship Advisors
Pennsylvania
$11.5M +$457K +9,746 +4%
APW
31
Acima Private Wealth
Virginia
$10.7M -$2.45M -52,231 -19%
GLA
32
Good Life Advisors
Pennsylvania
$10.5M +$1.83M +38,932 +21%
BFP
33
Beacon Financial Planning
Massachusetts
$9.93M -$1.41M -30,002 -12%
Envestnet Portfolio Solutions
34
Envestnet Portfolio Solutions
Illinois
$9.67M +$232K +4,949 +2%
VA
35
VestGen Advisors
Illinois
$9.67M +$9.67M +206,021 New
SCA
36
Snowden Capital Advisors
New York
$9.29M -$71K -1,513 -0.8%
WIA
37
World Investment Advisors
California
$9.27M +$422K +9,002 +5%
Jones Financial Companies
38
Jones Financial Companies
Missouri
$9.15M +$1.92M +41,035 +27%
ACA
39
American Capital Advisory
Idaho
$8.69M +$2.16M +46,132 +33%
Truist Financial
40
Truist Financial
North Carolina
$8.65M -$1.06M -22,631 -11%
MML Investors Services
41
MML Investors Services
Massachusetts
$8.15M +$1.07M +22,747 +15%
SW
42
Simplicity Wealth
New Jersey
$7.82M +$7.82M +166,556 New
PA
43
PFG Advisors
Arizona
$7.56M +$610K +12,994 +9%
RIA
44
Regal Investment Advisors
Michigan
$7.06M +$136K +2,906 +2%
CW
45
Channel Wealth
California
$6.8M -$2.57M -54,735 -27%
IWC
46
Integrated Wealth Concepts
Massachusetts
$6.52M +$1.07M +22,723 +20%
LWMI
47
Landmark Wealth Management (Illinois)
Illinois
$6.32M -$19.1M -407,588 -75%
BAM
48
BOS Asset Management
Illinois
$5.83M +$782K +16,664 +15%
ALA
49
Atlas Legacy Advisors
California
$5.76M +$5.76M +123,184 New
Jane Street
50
Jane Street
New York
$5.54M +$2.38M +50,657 +75%