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Invesco Total Return Bond ETF

193 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, 62 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 14

55% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 62

2% more funds holding

Funds holding: 189193 (+4)

2% more capital invested

Capital invested by funds: $1.61B → $1.64B (+$32.8M)

2.33% less ownership

Funds ownership: 88.91%86.58% (-2.3%)

6% less funds holding in top 10

Funds holding in top 10: 1817 (-1)

Holders
193
Holders Change
+4
Holders Change %
+2.12%
% of All Funds
2.59%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.23%
New
22
Increased
96
Reduced
62
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NA
51
NewEdge Advisors
Louisiana
$5.47M +$182K +3,891 +3%
IWM
52
IHT Wealth Management
Illinois
$5.28M +$1.81M +38,801 +53%
JP Morgan Chase
53
JP Morgan Chase
New York
$5.19M +$1.07M +22,937 +26%
AWP
54
Avid Wealth Partners
Texas
$5.16M +$1.28M +27,400 +33%
FC
55
Fjell Capital
North Dakota
$4.85M -$865K -18,533 -15%
AAS
56
Asset Allocation Strategies
Michigan
$4.81M +$854K +18,291 +22%
IWP
57
Insight Wealth Partners
Texas
$4.75M +$73.5K +1,575 +2%
GAG
58
Goodman Advisory Group
Massachusetts
$4.39M +$349K +7,473 +9%
AAS
59
Avantax Advisory Services
Texas
$4.27M +$114K +2,431 +3%
UWM
60
USAdvisors Wealth Management
Minnesota
$4.08M -$56.2K -1,203 -1%
IWP
61
IAG Wealth Partners
Wisconsin
$4.05M -$483K -10,337 -11%
AQR Capital Management
62
AQR Capital Management
Connecticut
$4.03M +$1.82M +38,940 +83%
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$3.88M -$268K -5,729 -6%
MBTD
64
Mechanics Bank - Trust Department
California
$3.56M -$40.4K -866 -1%
CRI
65
Colonial River Investments
Virginia
$3.49M +$3.48M +74,465 New
TCWM
66
Total Clarity Wealth Management
Illinois
$3.42M -$39.1K -837 -1%
SFP
67
Sandbox Financial Partners
Maryland
$3.34M +$51.6K +1,106 +2%
NFA
68
Northwest Financial Advisors
Virginia
$3.21M +$519K +11,119 +19%
CFG
69
Cooper Financial Group
California
$3.17M +$188K +4,033 +6%
ATS
70
Ashton Thomas Securities
New York
$3.1M +$255K +5,457 +9%
SA
71
Scarborough Advisors
Maryland
$2.98M +$244K +5,215 +9%
Commonwealth Equity Services
72
Commonwealth Equity Services
Massachusetts
$2.93M -$226K -4,850 -7%
Cambridge Investment Research Advisors
73
Cambridge Investment Research Advisors
Iowa
$2.74M +$164K +3,506 +6%
DC
74
Destiny Capital
Colorado
$2.69M -$252K -5,391 -9%
MW
75
Marcum Wealth
Ohio
$2.68M +$66.7K +1,429 +3%