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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
CW
76
Cook Wealth
North Carolina
$2.61M +$96.9K +2,076 +4%
GIA
77
Gladstone Institutional Advisory
Florida
$2.55M +$2.54M +54,372 New
Susquehanna International Group
78
Susquehanna International Group
Pennsylvania
$2.4M +$2.12M +45,402 +794%
KAS
79
Kestra Advisory Services
Texas
$2.38M -$5.7M -121,995 -71%
Lido Advisors
80
Lido Advisors
California
$2.16M +$345K +7,392 +19%
Mercer Global Advisors
81
Mercer Global Advisors
Colorado
$2.15M -$328K -7,016 -13%
MFG
82
Merit Financial Group
Georgia
$2.05M -$5.35M -114,591 -72%
HIP
83
HUB Investment Partners
Texas
$1.99M -$383K -8,205 -16%
CIA
84
Concurrent Investment Advisors
Florida
$1.96M -$66.7K -1,428 -3%
FHA
85
Flagship Harbor Advisors
Massachusetts
$1.91M -$74.9K -1,603 -4%
P
86
&Partners
Tennessee
$1.76M +$710K +15,211 +68%
PAS
87
Park Avenue Securities
New York
$1.68M -$27.6K -590 -2%
TCFP
88
Treasure Coast Financial Planning
Florida
$1.63M -$74.7K -1,600 -4%
RPGK
89
Retirement Planning Group (Kansas)
Kansas
$1.62M -$72.8K -1,559 -4%
CAPTRUST Financial Advisors
90
CAPTRUST Financial Advisors
North Carolina
$1.6M -$195K -4,180 -11%
AWA
91
Arete Wealth Advisors
Illinois
$1.58M -$386K -8,260 -20%
BCI
92
Brinker Capital Investments
Pennsylvania
$1.56M +$330K +7,072 +27%
OPS
93
Orion Portfolio Solutions
Nebraska
$1.56M +$330K +7,072 +27%
MCC
94
Money Concepts Capital
Florida
$1.55M +$126K +2,702 +9%
GM
95
GeoWealth Management
Illinois
$1.52M -$25.7M -549,719 -94%
PFG
96
PAX Financial Group
Texas
$1.52M +$391K +8,381 +35%
IWA
97
Integrity Wealth Advisors
California
$1.43M +$386K +8,258 +37%
Renaissance Technologies
98
Renaissance Technologies
New York
$1.41M +$752K +16,100 +115%
RA
99
RFG Advisory
Alabama
$1.41M -$206K -4,410 -13%
RIS
100
Richmond Investment Services
Wisconsin
$1.3M +$942K +20,175 +266%