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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
DWM
51
Daner Wealth Management
Georgia
$6.19M +$438K +9,244 +8%
UWM
52
USAdvisors Wealth Management
Minnesota
$6.08M +$323K +6,810 +6%
TVAMP
53
Tennessee Valley Asset Management Partners
Tennessee
$6.07M +$6.15M +129,560 New
CAPTRUST Financial Advisors
54
CAPTRUST Financial Advisors
North Carolina
$5.37M +$1.75M +36,872 +47%
IWC
55
Integrated Wealth Concepts
Massachusetts
$5.27M +$846K +17,825 +19%
CW
56
Channel Wealth
California
$5.16M +$42.4K +893 +0.8%
Wealth Enhancement Advisory Services
57
Wealth Enhancement Advisory Services
Minnesota
$4.99M -$3.46M -73,047 -41%
FC
58
Fjell Capital
North Dakota
$4.66M +$22K +464 +0.5%
AQR Capital Management
59
AQR Capital Management
Connecticut
$4.46M +$68.2K +1,438 +2%
GIA
60
Gladstone Institutional Advisory
Florida
$4.34M +$1.06M +22,327 +32%
Baird Financial Group
61
Baird Financial Group
Wisconsin
$4.24M +$51.4K +1,084 +1%
TCWM
62
Total Clarity Wealth Management
Illinois
$4.2M -$282K -5,936 -6%
SAW
63
Signal Advisors Wealth
Michigan
$3.99M -$1.94M -40,947 -32%
IA
64
IFP Advisors
Florida
$3.96M +$186K +3,928 +5%
MBTD
65
Mechanics Bank - Trust Department
California
$3.79M +$134K +2,829 +4%
CRI
66
Colonial River Investments
Virginia
$3.64M -$309K -6,510 -8%
NFA
67
Northwest Financial Advisors
Virginia
$3.63M +$328K +6,923 +10%
JP Morgan Chase
68
JP Morgan Chase
New York
$3.27M +$59.9K +1,263 +2%
AWP
69
Avid Wealth Partners
Texas
$3.2M +$96.4K +2,032 +3%
Cambridge Investment Research Advisors
70
Cambridge Investment Research Advisors
Iowa
$3.06M +$64.3K +1,355 +2%
KAS
71
Kestra Advisory Services
Texas
$3M +$426K +8,977 +16%
PA
72
PFG Advisors
Arizona
$2.86M -$5.82M -122,799 -67%
T
73
Tidemark
California
$2.76M -$1.01M -21,262 -27%
Cerity Partners
74
Cerity Partners
New York
$2.7M +$51.4K +1,084 +2%
SCM
75
SOL Capital Management
Maryland
$2.61M +$2.67M +56,217 New