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Invesco Total Return Bond ETF

193 hedge funds and large institutions have $1.71B invested in Invesco Total Return Bond ETF in 2025 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 87 increasing their positions, 71 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 71

0.7% more ownership

Funds ownership: 88.23%88.92% (+0.7%)

0% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 16

2% less capital invested

Capital invested by funds: $1.74B → $1.71B (-$28.1M)

2% less funds holding

Funds holding: 197193 (-4)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

Holders
193
Holders Change
-4
Holders Change %
-2.03%
% of All Funds
2.53%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.2%
New
16
Increased
87
Reduced
71
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
26
IFG Advisory
Georgia
$12.9M +$371K +7,885 +3%
WIA
27
World Investment Advisors
California
$12.4M +$1.98M +42,142 +19%
SA
28
Stewardship Advisors
Pennsylvania
$12.3M +$645K +13,715 +6%
Jones Financial Companies
29
Jones Financial Companies
Missouri
$11.5M +$824K +17,511 +8%
MML Investors Services
30
MML Investors Services
Massachusetts
$11.1M +$1.51M +32,048 +16%
APW
31
Acima Private Wealth
Virginia
$10.9M +$1.07M +22,665 +11%
VAS
32
Vestmark Advisory Solutions
Massachusetts
$10.2M +$5.25M +111,586 +108%
Envestnet Portfolio Solutions
33
Envestnet Portfolio Solutions
Illinois
$10.1M +$365K +7,763 +4%
VA
34
VestGen Advisors
Illinois
$10.1M +$155K +3,299 +2%
Wealth Enhancement Advisory Services
35
Wealth Enhancement Advisory Services
Minnesota
$9.6M -$164K -3,491 -2%
BFP
36
Beacon Financial Planning
Massachusetts
$9.24M -$188K -4,006 -2%
ACA
37
American Capital Advisory
Idaho
$9.24M +$360K +7,643 +4%
NA
38
NewEdge Advisors
Louisiana
$8.88M +$3.32M +70,564 +61%
PA
39
PFG Advisors
Arizona
$8.46M +$365K +7,757 +5%
ATS
40
Ashton Thomas Securities
New York
$7.62M +$2.72M +57,724 +56%
AAS
41
Asset Allocation Strategies
Michigan
$7.54M +$1.45M +30,735 +24%
RIA
42
Regal Investment Advisors
Michigan
$7.51M +$167K +3,545 +2%
ALA
43
Atlas Legacy Advisors
California
$6.83M +$707K +15,028 +12%
SAW
44
Signal Advisors Wealth
Michigan
$6.75M +$6.69M +142,140 New
IWC
45
Integrated Wealth Concepts
Massachusetts
$6.53M -$55.6K -1,182 -0.9%
IWM
46
IHT Wealth Management
Illinois
$6.46M +$245K +5,214 +4%
BAM
47
BOS Asset Management
Illinois
$6.43M +$485K +10,319 +8%
IWP
48
Insight Wealth Partners
Texas
$5.92M +$1.02M +21,729 +21%
TCWM
49
Total Clarity Wealth Management
Illinois
$5.64M +$404K +8,597 +8%
CW
50
Channel Wealth
California
$5.38M -$1.39M -29,567 -21%