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
DC
76
Destiny Capital
Colorado
$2.15M
SW
77
Simplicity Wealth
New Jersey
$2.15M
Susquehanna International Group
78
Susquehanna International Group
Pennsylvania
$2.09M
VA
79
VestGen Advisors
Illinois
$2.09M
FHA
80
Flagship Harbor Advisors
Massachusetts
$1.85M
PAS
81
Park Avenue Securities
New York
$1.68M
MAS
82
MPWM Advisory Solutions
Georgia
$1.65M
CA
83
Clearstead Advisors
Ohio
$1.52M
SOS
84
Silver Oak Securities
Tennessee
$1.51M
TCFP
85
Treasure Coast Financial Planning
Florida
$1.51M
RPGK
86
Retirement Planning Group (Kansas)
Kansas
$1.48M
PFG
87
PAX Financial Group
Texas
$1.46M
SP
88
Sequent Planning
Nebraska
$1.43M
MCC
89
Money Concepts Capital
Florida
$1.34M
BCI
90
Brinker Capital Investments
Pennsylvania
$1.31M
AWA
91
Arkadios Wealth Advisors
Georgia
$1.15M
LWMI
92
Landmark Wealth Management (Illinois)
Illinois
$1.08M
Lido Advisors
93
Lido Advisors
California
$1.08M
SA
94
Sanctuary Advisors
Indiana
$1.07M
HIP
95
HUB Investment Partners
Texas
$1.07M
Natixis Advisors
96
Natixis Advisors
Massachusetts
$1.03M
FFA
97
Farther Finance Advisors
California
$1.02M
Janney Montgomery Scott
98
Janney Montgomery Scott
Pennsylvania
$977K
Commonwealth Equity Services
99
Commonwealth Equity Services
Massachusetts
$965K
ACA
100
Aspire Capital Advisors
Washington
$908K