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Invesco Total Return Bond ETF

191 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, 60 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
191
Holders Change
+5
Holders Change %
+2.69%
% of All Funds
2.6%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.23%
New
22
Increased
96
Reduced
60
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PWM
126
Perigon Wealth Management
California
$552K +$2.63K +56 +0.5%
Betterment LLC
127
Betterment LLC
New York
$549K -$1.97K -42 -0.4%
AssetMark Inc
128
AssetMark Inc
California
$540K +$163K +3,481 +43%
HH
129
Hilltop Holdings
Texas
$540K +$40.3K +859 +8%
FAIM
130
Financial Advocates Investment Management
Washington
$528K -$593K -12,640 -53%
OIA
131
OneDigital Investment Advisors
Kansas
$511K +$56.5K +1,203 +12%
FHC
132
First Heartland Consultants
Missouri
$507K +$6.29K +134 +1%
BWMG
133
Barnes Wealth Management Group
California
$506K +$122K +2,598 +32%
SWP
134
Stratos Wealth Partners
Ohio
$491K -$248K -5,292 -34%
WWA
135
WCG Wealth Advisors
Nevada
$489K -$18.4K -392 -4%
CW
136
CreativeOne Wealth
Kansas
$423K -$73.8K -1,572 -15%
Stifel Financial
137
Stifel Financial
Missouri
$410K +$23K +491 +6%
AFP
138
Ausdal Financial Partners
Iowa
$394K +$120K +2,556 +44%
MCM
139
Mainstay Capital Management
Michigan
$353K -$17.2K -367 -5%
BWL
140
Bogart Wealth LLC
Virginia
$333K +$258K +5,490 +342%
Financial Engines Advisors
141
Financial Engines Advisors
California
$328K -$5.63K -120 -2%
CPRC
142
Consolidated Portfolio Review Corp
New York
$311K +$25.1K +534 +9%
AWS
143
Atria Wealth Solutions
New York
$300K -$581K -12,375 -66%
Citadel Advisors
144
Citadel Advisors
Florida
$295K -$3.86M -82,327 -93%
ASN
145
Advisory Services Network
Georgia
$288K +$20K +427 +7%
EAM
146
Empirical Asset Management
Massachusetts
$288K +$288K +6,130 New
OWM
147
Opes Wealth Management
California
$275K +$275K +5,868 New
AW
148
Alteri Wealth
California
$273K +$273K +5,826 New
CFB
149
Cullen/Frost Bankers
Texas
$268K +$3.05K +65 +1%
IAN
150
Integrated Advisors Network
Texas
$265K -$66.8K -1,424 -20%