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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
FHC
126
First Heartland Consultants
Missouri
$458K -$30K -638 -6%
SWM
127
Spire Wealth Management
Virginia
$448K -$22.7M -481,988 -98%
SDWMA
128
Schneider Downs Wealth Management Advisors
Pennsylvania
$446K
EAM
129
Empirical Asset Management
Massachusetts
$445K +$92.2K +1,959 +26%
GRP
130
Global Retirement Partners
California
$413K +$213K +4,531 +109%
AW
131
Alteri Wealth
California
$384K +$63.2K +1,343 +20%
AFP
132
Ausdal Financial Partners
Iowa
$383K +$165K +3,506 +77%
CPRC
133
Consolidated Portfolio Review Corp
New York
$369K +$5.36K +114 +1%
BWL
134
Bogart Wealth LLC
Virginia
$369K +$66.3K +1,409 +22%
MCM
135
Mainstay Capital Management
Michigan
$364K -$361K -7,670 -50%
APW
136
Axim Planning & Wealth
Ohio
$353K -$60K -1,275 -15%
Betterment LLC
137
Betterment LLC
New York
$353K +$9.13K +194 +3%
ASN
138
Advisory Services Network
Georgia
$347K +$51.1K +1,086 +17%
Financial Engines Advisors
139
Financial Engines Advisors
California
$333K
BPW
140
BLVD Private Wealth
Kentucky
$331K -$471K -10,012 -59%
VT
141
Vise Technologies
New York
$329K -$648K -13,775 -67%
S4W
142
Solutions 4 Wealth
Texas
$312K
BW
143
BIP Wealth
Georgia
$304K +$301K +6,400 New
CFB
144
Cullen/Frost Bankers
Texas
$294K +$11.1K +236 +4%
Truist Financial
145
Truist Financial
North Carolina
$291K -$373K -7,937 -56%
FGA
146
Fortis Group Advisors
New Jersey
$283K +$1.74K +37 +0.6%
SFS
147
Sowell Financial Services
Arkansas
$281K -$31.5K -670 -10%
IAA
148
Independent Advisor Alliance
North Carolina
$280K +$277K +5,895 New
CW
149
CreativeOne Wealth
Kansas
$276K -$82K -1,742 -23%
WIP
150
WealthCare Investment Partners
Rhode Island
$266K +$3.29K +70 +1%