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Invesco Total Return Bond ETF

200 hedge funds and large institutions have $1.89B invested in Invesco Total Return Bond ETF in 2026 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 95 increasing their positions, 62 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 62

5% more capital invested

Capital invested by funds: $1.8B → $1.89B (+$93.3M)

0% more funds holding in top 10

Funds holding in top 10: 1515 (0)

0.11% less ownership

Funds ownership: 89.11%89% (-0.11%)

3% less funds holding

Funds holding: 206200 (-6)

14% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 22

Holders
200
Holders Change
-6
Holders Change %
-2.91%
% of All Funds
2.46%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
19
Increased
95
Reduced
62
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WIA
26
World Investment Advisors
California
$14.3M +$1.11M +23,395 +8%
RWA
27
Rooted Wealth Advisors
Illinois
$13.8M +$956K +20,145 +7%
MML Investors Services
28
MML Investors Services
Massachusetts
$13.4M +$249K +5,249 +2%
VAS
29
Vestmark Advisory Solutions
Massachusetts
$13.3M +$1.77M +37,238 +15%
APW
30
Acima Private Wealth
Virginia
$13.1M +$216K +4,563 +2%
FFN
31
Focus Financial Network
Minnesota
$12.8M -$1.75M -36,974 -12%
VCP
32
Verus Capital Partners
Arizona
$12.2M -$2.33M -49,219 -16%
KW
33
KWB Wealth
California
$11.9M -$34.7K -731 -0.3%
Envestnet Portfolio Solutions
34
Envestnet Portfolio Solutions
Illinois
$11.1M -$69.6K -1,468 -0.6%
NA
35
NewEdge Advisors
Louisiana
$11M +$992K +20,913 +10%
BFP
36
Beacon Financial Planning
Massachusetts
$9.73M +$625K +13,167 +7%
Jane Street
37
Jane Street
New York
$9.28M +$9.4M +198,267 New
CFG
38
Cooper Financial Group
California
$9.18M +$851K +17,948 +10%
IWA
39
Integrity Wealth Advisors
California
$8.62M +$2.26M +47,590 +35%
SA
40
Stewardship Advisors
Pennsylvania
$8.24M -$862K -18,171 -9%
CIA
41
Concurrent Investment Advisors
Florida
$8.02M +$3.34M +70,429 +70%
RIA
42
Regal Investment Advisors
Michigan
$8M +$323K +6,809 +4%
ALA
43
Atlas Legacy Advisors
California
$7.7M +$690K +14,537 +10%
BAM
44
BOS Asset Management
Illinois
$7.24M +$677K +14,265 +10%
AAS
45
Asset Allocation Strategies
Michigan
$7.17M +$1.59M +33,561 +28%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$6.81M +$663K +13,977 +11%
IWM
47
IHT Wealth Management
Illinois
$6.7M +$275K +5,801 +4%
IWP
48
Insight Wealth Partners
Texas
$6.63M +$457K +9,642 +7%
CWWM
49
Curry Webb Wealth Management
Indiana
$6.3M +$1.91M +40,250 +43%
ATS
50
Ashton Thomas Securities
New York
$6.2M -$927K -19,537 -13%