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Invesco Total Return Bond ETF

199 hedge funds and large institutions have $1.88B invested in Invesco Total Return Bond ETF in 2026 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 93 increasing their positions, 63 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

14% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 22

Holders
199
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
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
BWL
126
Bogart Wealth LLC
Virginia
$455K
CBTWT
127
Community Bank & Trust (Waco, Texas)
Texas
$448K
AW
128
Alteri Wealth
California
$447K
MWA
129
Medallion Wealth Advisors
Connecticut
$444K
EAM
130
Empirical Asset Management
Massachusetts
$444K
SDWMA
131
Schneider Downs Wealth Management Advisors
Pennsylvania
$440K
AOWM
132
Asset One Wealth Management
Washington
$438K
AI
133
Atria Investments
North Carolina
$427K
FFA
134
Founders Financial Alliance
North Carolina
$425K
FHC
135
First Heartland Consultants
Missouri
$413K
MOS
136
MGO One Seven
Ohio
$398K
NFG
137
Nations Financial Group
Iowa
$397K
OIA
138
OneDigital Investment Advisors
Kansas
$395K
SWM
139
Spire Wealth Management
Virginia
$389K
CW
140
CreativeOne Wealth
Kansas
$386K
ACM
141
Appalachian Capital Management
Ohio
$374K
EPW
142
Evolve Private Wealth
California
$370K
AFP
143
Ausdal Financial Partners
Iowa
$355K
Truist Financial
144
Truist Financial
North Carolina
$345K
WWA
145
Wealth Watch Advisors
Colorado
$344K
MFG
146
Merit Financial Group
Georgia
$322K
Fifth Third Bancorp
147
Fifth Third Bancorp
Ohio
$310K
VT
148
Vise Technologies
New York
$310K
Financial Engines Advisors
149
Financial Engines Advisors
California
$308K
MF
150
Meridian Financial
Massachusetts
$306K