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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
PTC
126
Private Trust Company
Ohio
$466K +$372K +7,844 +374%
BWL
127
Bogart Wealth LLC
Virginia
$455K +$50.3K +1,060 +12%
CBTWT
128
Community Bank & Trust (Waco, Texas)
Texas
$448K +$35.6K +750 +8%
AW
129
Alteri Wealth
California
$447K +$50.5K +1,065 +13%
MWA
130
Medallion Wealth Advisors
Connecticut
$444K -$13.3K -280 -3%
EAM
131
Empirical Asset Management
Massachusetts
$444K +$71.1K +1,498 +19%
SDWMA
132
Schneider Downs Wealth Management Advisors
Pennsylvania
$440K
AOWM
133
Asset One Wealth Management
Washington
$438K -$35.1K -740 -7%
AI
134
Atria Investments
North Carolina
$427K -$1.56K -33 -0.4%
FFA
135
Founders Financial Alliance
North Carolina
$425K -$7.12K -150 -2%
FHC
136
First Heartland Consultants
Missouri
$413K -$45.9K -968 -10%
MOS
137
MGO One Seven
Ohio
$398K +$403K +8,503 New
NFG
138
Nations Financial Group
Iowa
$397K +$108K +2,272 +37%
OIA
139
OneDigital Investment Advisors
Kansas
$395K -$119K -2,508 -23%
SWM
140
Spire Wealth Management
Virginia
$389K -$17.2K -362 -4%
CW
141
CreativeOne Wealth
Kansas
$386K +$109K +2,291 +38%
ACM
142
Appalachian Capital Management
Ohio
$374K -$3.46K -73 -0.9%
EPW
143
Evolve Private Wealth
California
$370K +$47.2K +996 +14%
AFP
144
Ausdal Financial Partners
Iowa
$355K -$569 -12 -0.2%
Truist Financial
145
Truist Financial
North Carolina
$345K -$27.7K -583 -7%
WWA
146
Wealth Watch Advisors
Colorado
$344K +$3.89K +82 +1%
MFG
147
Merit Financial Group
Georgia
$322K -$262K -5,521 -45%
Fifth Third Bancorp
148
Fifth Third Bancorp
Ohio
$310K +$314K +6,625 New
VT
149
Vise Technologies
New York
$310K
Financial Engines Advisors
150
Financial Engines Advisors
California
$308K +$4.46K +94 +1%