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Invesco Total Return Bond ETF

193 hedge funds and large institutions have $1.71B invested in Invesco Total Return Bond ETF in 2025 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 87 increasing their positions, 71 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 71

0.7% more ownership

Funds ownership: 88.23%88.92% (+0.7%)

0% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 16

2% less capital invested

Capital invested by funds: $1.74B → $1.71B (-$28.1M)

2% less funds holding

Funds holding: 197193 (-4)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

Holders
193
Holders Change
-4
Holders Change %
-2.03%
% of All Funds
2.53%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.2%
New
16
Increased
87
Reduced
71
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SOS
101
Silver Oak Securities
Tennessee
$1.15M +$175K +3,710 +18%
AWA
102
Arete Wealth Advisors
Illinois
$971K -$499K -10,614 -34%
VCWM
103
Vista Cima Wealth Management
Arizona
$870K +$15K +318 +2%
FD
104
Financial Designs
California
$814K +$20.5K +436 +3%
HH
105
Hilltop Holdings
Texas
$813K +$257K +5,469 +47%
RA
106
RFG Advisory
Alabama
$790K -$376K -8,000 -32%
MCA
107
MSH Capital Advisors
Arizona
$759K -$263K -5,586 -26%
AWA
108
Arkadios Wealth Advisors
Georgia
$757K -$8.19K -174 -1%
Comerica Bank
109
Comerica Bank
Texas
$755K -$26.5K -563 -3%
MFG
110
Merit Financial Group
Georgia
$746K -$485K -10,319 -40%
KCIC
111
Kuhn & Co Investment Counsel
Illinois
$744K
AssetMark Inc
112
AssetMark Inc
California
$672K -$100K -2,130 -13%
PS
113
Principal Securities
Iowa
$639K -$8.75K -186 -1%
DWM
114
Drive Wealth Management
Utah
$630K -$34.6K -736 -5%
PFA
115
Pathway Financial Advisors
Vermont
$628K
ACA
116
Aspire Capital Advisors
Washington
$619K +$103K +2,185 +20%
Mercer Global Advisors
117
Mercer Global Advisors
Colorado
$602K -$1.35M -28,760 -69%
P
118
&Partners
Tennessee
$582K -$45K -957 -7%
PWM
119
Perigon Wealth Management
California
$575K -$3.15K -67 -0.6%
BWMG
120
Barnes Wealth Management Group
California
$573K +$56.1K +1,193 +11%
EWA
121
Evolution Wealth Advisors
Florida
$570K -$127K -2,703 -18%
OIA
122
OneDigital Investment Advisors
Kansas
$521K +$4.28K +91 +0.8%
MWA
123
Medallion Wealth Advisors
Connecticut
$488K -$18.7K -397 -4%
KF
124
Krilogy Financial
Missouri
$465K +$461K +9,798 New
FFA
125
Founders Financial Alliance
North Carolina
$464K -$233K -4,950 -34%