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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
Citadel Advisors
51
Citadel Advisors
Florida
$5.32M +$3.18M +67,647 +153%
DWM
52
Daner Wealth Management
Georgia
$5.28M +$67.2K +1,429 +1%
UWM
53
USAdvisors Wealth Management
Minnesota
$5.17M +$420K +8,923 +9%
FC
54
Fjell Capital
North Dakota
$4.62M -$213K -4,532 -4%
CRI
55
Colonial River Investments
Virginia
$4.41M +$551K +11,718 +14%
AWM
56
Axxcess Wealth Management
California
$4.39M +$634K +13,468 +17%
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$4.38M +$1.39M +29,615 +47%
AQR Capital Management
58
AQR Capital Management
Connecticut
$4.29M -$404K -8,590 -9%
CAPTRUST Financial Advisors
59
CAPTRUST Financial Advisors
North Carolina
$4.12M +$64.4K +1,368 +2%
Baird Financial Group
60
Baird Financial Group
Wisconsin
$4.05M -$26.3M -558,167 -87%
T
61
Tidemark
California
$3.99M -$32.9M -698,535 -89%
SFP
62
Sandbox Financial Partners
Maryland
$3.8M +$327K +6,956 +10%
AWP
63
Avid Wealth Partners
Texas
$3.79M -$15.8K -335 -0.4%
JP Morgan Chase
64
JP Morgan Chase
New York
$3.79M -$107K -2,272 -3%
IA
65
IFP Advisors
Florida
$3.76M +$492K +10,450 +15%
MBTD
66
Mechanics Bank - Trust Department
California
$3.52M +$209K +4,450 +6%
GIA
67
Gladstone Institutional Advisory
Florida
$3.34M +$190K +4,040 +6%
CIA
68
Concurrent Investment Advisors
Florida
$3.21M +$642K +13,657 +25%
Cambridge Investment Research Advisors
69
Cambridge Investment Research Advisors
Iowa
$3.02M -$48.9K -1,039 -2%
Susquehanna International Group
70
Susquehanna International Group
Pennsylvania
$3.01M -$4.73M -100,647 -61%
NFA
71
Northwest Financial Advisors
Virginia
$2.76M +$273K +5,804 +11%
CFG
72
Cooper Financial Group
California
$2.63M -$234K -4,973 -8%
Cerity Partners
73
Cerity Partners
New York
$2.57M -$246K -5,231 -9%
DC
74
Destiny Capital
Colorado
$2.53M -$152K -3,222 -6%
Commonwealth Equity Services
75
Commonwealth Equity Services
Massachusetts
$2.42M -$301K -6,396 -11%