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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
76
Diversify Wealth Management
Utah
$2.41M +$2.44M +51,522 New
DC
77
Destiny Capital
Colorado
$2.15M -$299K -6,312 -12%
SW
78
Simplicity Wealth
New Jersey
$2.15M -$216K -4,558 -9%
Susquehanna International Group
79
Susquehanna International Group
Pennsylvania
$2.09M +$2.12M +44,663 New
VA
80
VestGen Advisors
Illinois
$2.09M -$1.09K -23 -0.1%
FHA
81
Flagship Harbor Advisors
Massachusetts
$1.85M +$48.1K +1,014 +3%
PAS
82
Park Avenue Securities
New York
$1.68M -$104K -2,198 -6%
MAS
83
MPWM Advisory Solutions
Georgia
$1.65M +$1.67M +35,247 New
CA
84
Clearstead Advisors
Ohio
$1.52M +$35.6K +751 +2%
SOS
85
Silver Oak Securities
Tennessee
$1.51M +$218K +4,592 +17%
TCFP
86
Treasure Coast Financial Planning
Florida
$1.51M -$56.1K -1,183 -4%
RPGK
87
Retirement Planning Group (Kansas)
Kansas
$1.48M
PFG
88
PAX Financial Group
Texas
$1.46M -$123K -2,600 -8%
SP
89
Sequent Planning
Nebraska
$1.43M +$61.2K +1,290 +4%
MCC
90
Money Concepts Capital
Florida
$1.34M -$16.2K -342 -1%
BCI
91
Brinker Capital Investments
Pennsylvania
$1.31M -$89.8K -1,893 -6%
AWA
92
Arkadios Wealth Advisors
Georgia
$1.15M +$432K +9,102 +59%
LWMI
93
Landmark Wealth Management (Illinois)
Illinois
$1.08M -$77.1K -1,625 -7%
Lido Advisors
94
Lido Advisors
California
$1.08M -$667K -14,061 -38%
SA
95
Sanctuary Advisors
Indiana
$1.07M -$240K -5,053 -18%
HIP
96
HUB Investment Partners
Texas
$1.07M -$48.2K -1,016 -4%
Natixis Advisors
97
Natixis Advisors
Massachusetts
$1.03M +$1.04M +21,942 New
FFA
98
Farther Finance Advisors
California
$1.02M +$960K +20,244 +1,388%
Janney Montgomery Scott
99
Janney Montgomery Scott
Pennsylvania
$977K -$40.8K -860 -4%
Commonwealth Equity Services
100
Commonwealth Equity Services
Massachusetts
$965K -$10.8K -228 -1%