We are live on ! Find out more
GTO icon

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
PS
126
Principal Securities
Iowa
$560K
PWM
127
Perigon Wealth Management
California
$552K +$2.62K +56 +0.5%
Betterment LLC
128
Betterment LLC
New York
$549K -$1.96K -42 -0.4%
AssetMark Inc
129
AssetMark Inc
California
$540K +$163K +3,481 +43%
HH
130
Hilltop Holdings
Texas
$540K +$40.1K +859 +8%
FAIM
131
Financial Advocates Investment Management
Washington
$528K -$590K -12,640 -53%
OIA
132
OneDigital Investment Advisors
Kansas
$511K +$56.2K +1,203 +12%
FHC
133
First Heartland Consultants
Missouri
$507K +$6.26K +134 +1%
BWMG
134
Barnes Wealth Management Group
California
$506K +$121K +2,598 +32%
SWP
135
Stratos Wealth Partners
Ohio
$491K -$247K -5,292 -34%
WWA
136
WCG Wealth Advisors
Nevada
$489K -$18.3K -392 -4%
CW
137
CreativeOne Wealth
Kansas
$423K -$73.4K -1,572 -15%
Stifel Financial
138
Stifel Financial
Missouri
$410K +$22.9K +491 +6%
AFP
139
Ausdal Financial Partners
Iowa
$394K +$119K +2,556 +44%
MCM
140
Mainstay Capital Management
Michigan
$353K -$17.1K -367 -5%
BWL
141
Bogart Wealth LLC
Virginia
$333K +$256K +5,490 +342%
Financial Engines Advisors
142
Financial Engines Advisors
California
$328K -$5.6K -120 -2%
CPRC
143
Consolidated Portfolio Review Corp
New York
$311K +$24.9K +534 +9%
AWS
144
Atria Wealth Solutions
New York
$300K -$578K -12,375 -66%
Citadel Advisors
145
Citadel Advisors
Florida
$295K -$3.84M -82,327 -93%
ASN
146
Advisory Services Network
Georgia
$288K +$19.9K +427 +7%
EAM
147
Empirical Asset Management
Massachusetts
$288K +$286K +6,130 New
OWM
148
Opes Wealth Management
California
$275K +$274K +5,868 New
AW
149
Alteri Wealth
California
$273K +$272K +5,826 New
CFB
150
Cullen/Frost Bankers
Texas
$268K +$3.04K +65 +1%