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Invesco Total Return Bond ETF

202 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 27 funds opening new positions, 87 increasing their positions, 68 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
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
ASN
151
Advisory Services Network
Georgia
$291K
CW
152
CreativeOne Wealth
Kansas
$282K
FGA
153
Fortis Group Advisors
New Jersey
$282K
SWG
154
Summit Wealth Group
Vermont
$280K
CSW
155
Cogent Strategic Wealth
Illinois
$276K
AWMG
156
ADG Wealth Management Group
Louisiana
$273K
WIP
157
WealthCare Investment Partners
Rhode Island
$268K
Stifel Financial
158
Stifel Financial
Missouri
$249K
KCP
159
Kera Capital Partners
California
$246K
NFP
160
NorthLanding Financial Partners
New York
$242K
WN
161
Williams & Novak
California
$231K
SAI
162
Savvy Advisors Inc
New York
$228K
EWA
163
Emergent Wealth Advisors
New York
$223K
LFAS
164
Level Four Advisory Services
Texas
$208K
IWA
165
IVC Wealth Advisors
Pennsylvania
$207K
BBES
166
Buffalo Business & Estate Services
New York
$200K
CA
167
CoreCap Advisors
Michigan
$175K
CAL
168
Capital Analysts LLC
Pennsylvania
$174K
SEP
169
Signature Equity Partners
Ohio
$161K
GAG
170
Goodman Advisory Group
Massachusetts
$144K
Northwestern Mutual Wealth Management
171
Northwestern Mutual Wealth Management
Wisconsin
$116K
KFP
172
Kerr Financial Planning
California
$113K
GWM
173
Geneos Wealth Management
Colorado
$104K
PTC
174
Private Trust Company
Ohio
$99.5K
SAG
175
SageView Advisory Group
California
$81.3K