GTO icon

Invesco Total Return Bond ETF

199 hedge funds and large institutions have $1.88B invested in Invesco Total Return Bond ETF in 2026 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 93 increasing their positions, 63 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

14% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 22

Holders
199
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UWM
51
USAdvisors Wealth Management
Minnesota
$6.08M
TVAMP
52
Tennessee Valley Asset Management Partners
Tennessee
$6.07M
CAPTRUST Financial Advisors
53
CAPTRUST Financial Advisors
North Carolina
$5.37M
IWC
54
Integrated Wealth Concepts
Massachusetts
$5.27M
CW
55
Channel Wealth
California
$5.16M
Wealth Enhancement Advisory Services
56
Wealth Enhancement Advisory Services
Minnesota
$4.99M
FC
57
Fjell Capital
North Dakota
$4.66M
AQR Capital Management
58
AQR Capital Management
Connecticut
$4.46M
GIA
59
Gladstone Institutional Advisory
Florida
$4.34M
Baird Financial Group
60
Baird Financial Group
Wisconsin
$4.24M
TCWM
61
Total Clarity Wealth Management
Illinois
$4.2M
SAW
62
Signal Advisors Wealth
Michigan
$3.99M
IA
63
IFP Advisors
Florida
$3.96M
MBTD
64
Mechanics Bank - Trust Department
California
$3.79M
CRI
65
Colonial River Investments
Virginia
$3.64M
NFA
66
Northwest Financial Advisors
Virginia
$3.63M
JP Morgan Chase
67
JP Morgan Chase
New York
$3.27M
AWP
68
Avid Wealth Partners
Texas
$3.2M
Cambridge Investment Research Advisors
69
Cambridge Investment Research Advisors
Iowa
$3.06M
KAS
70
Kestra Advisory Services
Texas
$3M
PA
71
PFG Advisors
Arizona
$2.86M
T
72
Tidemark
California
$2.76M
Cerity Partners
73
Cerity Partners
New York
$2.7M
SCM
74
SOL Capital Management
Maryland
$2.61M
DWM
75
Diversify Wealth Management
Utah
$2.41M