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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
IA
101
IFP Advisors
Florida
$1.25M +$1.22M +26,087 +4,082%
JWCA
102
J.W. Cole Advisors
Florida
$1.19M +$1.19M +25,382 New
JSL
103
JT Stratford LLC
Georgia
$1.18M +$261K +5,596 +29%
CA
104
Clearstead Advisors
Ohio
$1.1M +$165K +3,530 +18%
SP
105
Sequent Planning
Nebraska
$1.05M -$164K -3,503 -14%
MCA
106
MSH Capital Advisors
Arizona
$1.01M -$458K -9,811 -31%
HighTower Advisors
107
HighTower Advisors
Illinois
$990K +$131K +2,809 +15%
HAS
108
HBW Advisory Services
California
$969K -$55K -1,178 -5%
SOS
109
Silver Oak Securities
Tennessee
$961K +$459K +9,838 +92%
EFG
110
Elios Financial Group
Ohio
$940K +$29.3K +628 +3%
SDWMA
111
Schneider Downs Wealth Management Advisors
Pennsylvania
$897K -$783K -16,766 -47%
AWM
112
Axxcess Wealth Management
California
$874K +$869K +18,616 New
VCWM
113
Vista Cima Wealth Management
Arizona
$844K +$60.8K +1,301 +8%
FD
114
Financial Designs
California
$823K -$6.23M -133,321 -88%
Comerica Bank
115
Comerica Bank
Texas
$777K +$86.6K +1,855 +13%
AWA
116
Arkadios Wealth Advisors
Georgia
$752K +$70.6K +1,511 +10%
KCIC
117
Kuhn & Co Investment Counsel
Illinois
$735K -$22.7K -486 -3%
FTUS
118
Flow Traders U.S.
New York
$735K +$731K +15,658 New
Janney Montgomery Scott
119
Janney Montgomery Scott
Pennsylvania
$719K +$181K +3,886 +34%
FFA
120
Founders Financial Alliance
North Carolina
$690K -$120K -2,566 -15%
EWA
121
Evolution Wealth Advisors
Florida
$688K +$103K +2,210 +18%
GWM
122
Geneos Wealth Management
Colorado
$657K +$551K +11,805 +540%
PFA
123
Pathway Financial Advisors
Vermont
$620K
EH
124
Equitable Holdings
New York
$607K -$357K -7,642 -37%
MWA
125
Medallion Wealth Advisors
Connecticut
$561K -$34.5K -739 -6%