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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
ACA
101
Aspire Capital Advisors
Washington
$908K +$110K +2,329 +14%
GPWA
102
Gaddis Premier Wealth Advisors
Oklahoma
$821K -$44.6K -940 -5%
VCWM
103
Vista Cima Wealth Management
Arizona
$795K -$64.8K -1,367 -7%
KCIC
104
Kuhn & Co Investment Counsel
Illinois
$733K
PS
105
Principal Securities
Iowa
$673K +$41.7K +880 +7%
HI
106
Harbour Investments
Wisconsin
$671K +$620K +13,063 +1,033%
Betterment LLC
107
Betterment LLC
New York
$666K +$151K +3,193 +29%
AssetMark Inc
108
AssetMark Inc
California
$657K +$9.91K +209 +2%
EH
109
Equitable Holdings
New York
$647K -$1.75K -37 -0.3%
Northwestern Mutual Wealth Management
110
Northwestern Mutual Wealth Management
Wisconsin
$644K +$536K +11,309 +464%
RA
111
RFG Advisory
Alabama
$634K -$86.2K -1,817 -12%
EWA
112
Evolution Wealth Advisors
Florida
$626K +$51.1K +1,077 +9%
BWMG
113
Barnes Wealth Management Group
California
$622K +$29K +611 +5%
PFA
114
Pathway Financial Advisors
Vermont
$621K
P
115
&Partners
Tennessee
$610K +$120K +2,538 +24%
WWM
116
Western Wealth Management
Colorado
$604K +$612K +12,908 New
GWP
117
Gateway Wealth Partners
Wisconsin
$596K +$604K +12,732 New
SCA
118
Snowden Capital Advisors
New York
$589K -$564K -11,899 -49%
PWM
119
Perigon Wealth Management
California
$587K +$5.46K +115 +0.9%
SFS
120
Sowell Financial Services
Arkansas
$585K +$260K +5,489 +78%
MCA
121
MSH Capital Advisors
Arizona
$543K -$230K -4,845 -29%
MCM
122
Mainstay Capital Management
Michigan
$537K +$82.3K +1,735 +18%
FTUS
123
Flow Traders U.S.
New York
$490K -$265K -5,590 -35%
KF
124
Krilogy Financial
Missouri
$489K +$26.7K +563 +6%
DWM
125
Drive Wealth Management
Utah
$482K -$99.1K -2,089 -17%