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Invesco Total Return Bond ETF

200 hedge funds and large institutions have $1.79B invested in Invesco Total Return Bond ETF in 2025 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 87 increasing their positions, 68 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
200
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SDWMA
126
Schneider Downs Wealth Management Advisors
Pennsylvania
$445K
FFA
127
Founders Financial Alliance
North Carolina
$438K
AI
128
Atria Investments
North Carolina
$433K
CBTWT
129
Community Bank & Trust (Waco, Texas)
Texas
$418K
SWM
130
Spire Wealth Management
Virginia
$411K
BWL
131
Bogart Wealth LLC
Virginia
$410K
AW
132
Alteri Wealth
California
$402K
GS
133
GTS Securities
New York
$401K
ACM
134
Appalachian Capital Management
Ohio
$382K
EAM
135
Empirical Asset Management
Massachusetts
$378K
Truist Financial
136
Truist Financial
North Carolina
$377K
AFP
137
Ausdal Financial Partners
Iowa
$360K
Comerica Bank
138
Comerica Bank
Texas
$352K
WWA
139
Wealth Watch Advisors
Colorado
$344K
SFS
140
Sowell Financial Services
Arkansas
$332K
APW
141
Axim Planning & Wealth
Ohio
$328K
EPW
142
Evolve Private Wealth
California
$327K
Mercer Global Advisors
143
Mercer Global Advisors
Colorado
$315K
VT
144
Vise Technologies
New York
$310K
Financial Engines Advisors
145
Financial Engines Advisors
California
$308K
BW
146
BIP Wealth
Georgia
$303K
GM
147
GeoWealth Management
Illinois
$300K
CFB
148
Cullen/Frost Bankers
Texas
$297K
IAA
149
Independent Advisor Alliance
North Carolina
$296K
NFG
150
Nations Financial Group
Iowa
$295K